UVSP icon

Univest Financial
UVSP

Overview Fund Activity

123 hedge funds and large institutions have $290M invested in Univest Financial in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
34
Reduced
50
Closed
17
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$328K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.43M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$25.8M
3
ACM
3
Ategra Capital Management
Virginia
$1.39M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.45M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.63M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$0
2
Bessemer Group
2
Bessemer Group
New Jersey
$0
3
MAM
3
Martingale Asset Management
Massachusetts
$1.11M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.59M
5
State Street
5
State Street
Massachusetts
$9.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$594K -$143K -9,928 -19%
AQR Capital Management
52
AQR Capital Management
Connecticut
$568K +$102K +7,073 +22%
Morgan Stanley
53
Morgan Stanley
New York
$502K +$101K +7,010 +25%
Prudential Financial
54
Prudential Financial
New Jersey
$499K -$259K -18,020 -34%
AG
55
Aperio Group
California
$498K +$11K +767 +2%
CS
56
Credit Suisse
Switzerland
$494K -$33K -2,301 -6%
WG
57
Winton Group
United Kingdom
$477K -$408K -28,392 -46%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$465K +$26K +1,790 +6%
UBS AM
59
UBS AM
Illinois
$444K – – –
PRCP
60
Pacific Ridge Capital Partners
Oregon
$437K – – –
SO
61
STRS Ohio
Ohio
$428K – – –
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$406K -$244K -16,979 -38%
AllianceBernstein
63
AllianceBernstein
Tennessee
$400K -$79.5K -5,530 -17%
KeyBank National Association
64
KeyBank National Association
Ohio
$389K – – –
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$373K -$104K -7,219 -22%
GP
66
Girard Partners
Pennsylvania
$353K – – –
AG
67
Algert Global
California
$341K – – –
Principal Financial Group
68
Principal Financial Group
Iowa
$338K +$159K +11,076 +89%
Truist Financial
69
Truist Financial
North Carolina
$336K +$3.23K +225 +1%
UBS Group
70
UBS Group
Switzerland
$314K +$26K +1,810 +9%
ECM
71
ExodusPoint Capital Management
New York
$308K +$308K +21,459 New
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$291K -$93.4K -6,500 -24%
BWP
73
Bernardo Wealth Planning
Pennsylvania
$290K -$25.2K -1,754 -8%
VRS
74
Virginia Retirement Systems
Virginia
$259K -$36K -2,500 -12%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$259K – – –
1 2
3
4 5