UVSP icon

Univest Financial
UVSP

Overview Fund Activity

140 hedge funds and large institutions have $516M invested in Univest Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 10 closing their positions.

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
49
Reduced
52
Closed
10
Calls
$38K
Puts
$12K
Net Calls
+$26K
Net Calls Change
+$18K

Top Buyers

1
BlackRock
1
BlackRock
New York
$80.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.01M
3
Ameriprise
3
Ameriprise
Minnesota
$5.11M
4
Millennium Management
4
Millennium Management
New York
$6.32M
5
State Street
5
State Street
Massachusetts
$19.8M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$491K
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Pzena Investment Management
3
Pzena Investment Management
New York
$37.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$16.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
BBA
51
BLB&B Advisors
Pennsylvania
$788K 33,184 -25 -0.1%
LPL Financial
52
LPL Financial
California
$749K 31,545 -1,135 -3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$703K 29,630 +29,630 New
First Manhattan
54
First Manhattan
New York
$703K 29,625 -10,000 -25%
UBS AM
55
UBS AM
Illinois
$692K 29,148 +3,143 +12%
EMFAT
56
Emerald Mutual Fund Advisers Trust
Pennsylvania
$687K 28,927 +28,927 New
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$667K 28,087 +321 +1%
CSS
58
Cubist Systematic Strategies
Connecticut
$640K 26,956 -3,239 -11%
CS
59
Credit Suisse
Switzerland
$634K 26,687 +8 +0%
GP
60
Girard Partners
Pennsylvania
$618K 26,023 -864 -3%
AllianceBernstein
61
AllianceBernstein
Tennessee
$594K 25,016 – –
SO
62
STRS Ohio
Ohio
$591K 24,900 – –
PRCP
63
Pacific Ridge Capital Partners
Oregon
$587K 24,730 -150 -0.6%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$565K 23,782 +23,782 New
HSBC Holdings
65
HSBC Holdings
United Kingdom
$550K 23,399 +23,399 New
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$530K 22,336 – –
KeyBank National Association
67
KeyBank National Association
Ohio
$530K 22,335 -34 -0.2%
AG
68
Algert Global
California
$502K 21,144 -1,308 -6%
LSV Asset Management
69
LSV Asset Management
Illinois
$499K 21,000 -2,600 -11%
Truist Financial
70
Truist Financial
North Carolina
$493K 20,766 +20,766 New
ECA
71
Endeavour Capital Advisors
Connecticut
$491K 20,678 -362,724 -95%
CIC
72
Cornercap Investment Counsel
Georgia
$486K 20,465 – –
NYLIM
73
New York Life Investment Management
New York
$470K 19,791 +19,791 New
RJA
74
Raymond James & Associates
Florida
$464K 19,536 +2,237 +13%
Deutsche Bank
75
Deutsche Bank
Germany
$420K 17,685 +4,678 +36%
1 2
3
4 5