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Univest Financial

115 hedge funds and large institutions have $419M invested in Univest Financial in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
45
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$975K +$22.9K +1,063 +2%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$931K +$268K +12,443 +40%
PRCP
53
Pacific Ridge Capital Partners
Oregon
$807K -$27.6K -1,280 -3%
MAM
54
Martingale Asset Management
Massachusetts
$806K +$806K +37,304 New
CS
55
Credit Suisse
Switzerland
$776K +$22.5K +1,042 +3%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$678K -$209K -9,700 -24%
First Trust Advisors
57
First Trust Advisors
Illinois
$667K -$253K -11,723 -27%
AllianceBernstein
58
AllianceBernstein
Tennessee
$663K
SO
59
STRS Ohio
Ohio
$644K -$19.4K -900 -3%
UBS AM
60
UBS AM
Illinois
$639K -$31.1K -1,442 -5%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$630K +$572K +26,515 +982%
Jacobs Levy Equity Management
62
Jacobs Levy Equity Management
New Jersey
$628K +$127K +5,900 +25%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$610K -$94.9K -4,400 -13%
Squarepoint
64
Squarepoint
New York
$610K +$286K +13,273 +88%
KeyBank National Association
65
KeyBank National Association
Ohio
$606K -$129K -6,000 -18%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$601K
Truist Financial
67
Truist Financial
North Carolina
$578K -$50K -2,320 -8%
TU
68
TDAM USA
Ontario, Canada
$486K
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$472K -$219K -10,157 -32%
AIG
70
American International Group
New York
$410K -$3.13K -145 -0.8%
HSA
71
HBK Sorce Advisory
Pennsylvania
$406K +$406K +18,827 New
UBS Group
72
UBS Group
Switzerland
$405K +$39.4K +1,828 +11%
TCM
73
Tradition Capital Management
New Jersey
$370K -$3.56K -165 -1%
VRS
74
Virginia Retirement Systems
Virginia
$347K +$30.2K +1,400 +10%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$345K