UVSP icon

Univest Financial

182 hedge funds and large institutions have $668M invested in Univest Financial in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.32M
2 +$1.59M
3 +$1.12M
4
SEI Investments
SEI Investments
Pennsylvania
+$1.01M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1M

Top Sellers

1 -$4.59M
2 -$4.44M
3 -$4.25M
4
UBS Group
UBS Group
Switzerland
-$1.81M
5
PAM
Panagora Asset Management
Massachusetts
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$1.27M
IWA
52
IVC Wealth Advisors
Pennsylvania
$1.2M
EFG
53
Everhart Financial Group
Ohio
$1.17M
SAM
54
Smartleaf Asset Management
Massachusetts
$1.12M
CIA
55
Compass Ion Advisors
Pennsylvania
$1.12M
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.06M
YIH
57
Y-Intercept (HK)
Hong Kong
$1M
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$927K
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$908K
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$900K
Legal & General Group
61
Legal & General Group
United Kingdom
$892K
LPL Financial
62
LPL Financial
California
$825K
WCM
63
Wedge Capital Management
North Carolina
$813K
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$807K
Teacher Retirement System of Texas
65
Teacher Retirement System of Texas
Texas
$782K
Deutsche Bank
66
Deutsche Bank
Germany
$780K
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$754K
BWP
68
Bernardo Wealth Planning
Pennsylvania
$726K
CCIA
69
Campbell & Co Investment Adviser
Maryland
$719K
BBA
70
BLB&B Advisors
Pennsylvania
$718K
Wells Fargo
71
Wells Fargo
California
$715K
SC
72
Savant Capital
Illinois
$685K
SG Americas Securities
73
SG Americas Securities
New York
$675K
Russell Investments Group
74
Russell Investments Group
United Kingdom
$665K
SO
75
STRS Ohio
Ohio
$654K