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Univest Financial
UVSP

Overview Fund Activity

131 hedge funds and large institutions have $330M invested in Univest Financial in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
42
Closed
8
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$324K

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.4M
2
Northern Trust
2
Northern Trust
Illinois
$8.73M
3
BlackRock
3
BlackRock
New York
$44.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.8M
5
PPA
5
Parametric Portfolio Associates
Washington
$2.45M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$1.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$1.25M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
BFC
4
Banc Funds Company
Illinois
$1.39M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$730K – – –
BBA
52
BLB&B Advisors
Pennsylvania
$723K – – –
Invesco
53
Invesco
Georgia
$708K -$37.5K -2,322 -5%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$701K – – –
First Manhattan
55
First Manhattan
New York
$700K -$53.5K -3,318 -7%
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$608K +$608K +37,661 New
CS
57
Credit Suisse
Switzerland
$592K +$124K +7,717 +27%
BPM
58
Bowling Portfolio Management
Ohio
$587K -$102K -6,312 -15%
AG
59
Aperio Group
California
$547K +$125K +7,768 +30%
AllianceBernstein
60
AllianceBernstein
Tennessee
$538K +$41.8K +2,590 +8%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$535K -$505K -31,248 -49%
AQR Capital Management
62
AQR Capital Management
Connecticut
$524K +$16.9K +1,047 +3%
UBS AM
63
UBS AM
Illinois
$498K -$58.5K -3,622 -10%
PRCP
64
Pacific Ridge Capital Partners
Oregon
$490K – – –
HSBC Holdings
65
HSBC Holdings
United Kingdom
$488K +$326K +20,170 +200%
SO
66
STRS Ohio
Ohio
$480K +$41.9K +2,600 +10%
Two Sigma Investments
67
Two Sigma Investments
New York
$463K -$535K -33,191 -54%
Citadel Advisors
68
Citadel Advisors
Florida
$459K -$174K -10,774 -27%
Morgan Stanley
69
Morgan Stanley
New York
$452K +$301K +18,572 +199%
KeyBank National Association
70
KeyBank National Association
Ohio
$437K – – –
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$432K -$126K -7,796 -23%
GP
72
Girard Partners
Pennsylvania
$396K +$1.95K +121 +0.5%
AG
73
Algert Global
California
$383K +$1.13K +70 +0.3%
Truist Financial
74
Truist Financial
North Carolina
$374K – – –
BWP
75
Bernardo Wealth Planning
Pennsylvania
$354K +$20.5K +1,270 +6%
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