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Univest Financial
UVSP

Overview Fund Activity

137 hedge funds and large institutions have $542M invested in Univest Financial in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

Holders
137
Holders Change
-10
Holders Change %
-6.8%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
46
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.51M
2
BCM
2
Bridgeway Capital Management
Texas
$6.96M
3
MCM
3
Maltese Capital Management
New York
$3.39M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54M
5
BlackRock
5
BlackRock
New York
$74.4M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$0
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.7M
3
State Street
3
State Street
Massachusetts
$19.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$49.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
51
IVC Wealth Advisors
Pennsylvania
$953K -$79.7K -3,136 -8%
SEI Investments
52
SEI Investments
Pennsylvania
$945K -$101K -3,760 -10%
LSV Asset Management
53
LSV Asset Management
Illinois
$929K +$48.4K +1,900 +5%
UBS AM
54
UBS AM
Illinois
$904K – – –
BBA
55
BLB&B Advisors
Pennsylvania
$884K – – –
Barclays
56
Barclays
United Kingdom
$853K -$428K -16,820 -33%
GP
57
Girard Partners
Pennsylvania
$718K +$30.7K +1,209 +4%
SO
58
STRS Ohio
Ohio
$691K -$38.1K -1,500 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
59
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$683K -$48.4K -1,900 -7%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$670K -$2.62K -103 -0.4%
CS
61
Credit Suisse
Switzerland
$662K -$62.3K -2,452 -9%
AllianceBernstein
62
AllianceBernstein
Tennessee
$654K – – –
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$645K +$6.41K +252 +1%
Millennium Management
64
Millennium Management
New York
$636K -$984K -38,661 -61%
PRCP
65
Pacific Ridge Capital Partners
Oregon
$632K -$4.58K -180 -0.7%
Tudor Investment Corp
66
Tudor Investment Corp
Connecticut
$608K +$196K +7,688 +47%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$568K – – –
KeyBank National Association
68
KeyBank National Association
Ohio
$567K -$1.68K -66 -0.3%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$526K -$1.83K -72 -0.3%
CIC
70
Cornercap Investment Counsel
Georgia
$521K +$521K +20,465 New
AG
71
Algert Global
California
$505K +$28.2K +1,110 +6%
LA
72
Lindenwold Advisors
Pennsylvania
$501K – – –
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$482K -$135K -5,296 -22%
PCM
74
Prelude Capital Management
New York
$466K -$68K -2,672 -13%
CSS
75
Cubist Systematic Strategies
Connecticut
$456K -$362K -14,230 -44%
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