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Univest Financial

138 hedge funds and large institutions have $391M invested in Univest Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-2
Holders Change %
-1.43%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
53
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS AM
51
UBS AM
Illinois
$692K
CIA
52
Compass Ion Advisors
Pennsylvania
$686K -$287K -15,863 -29%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$628K -$30.4K -1,680 -5%
BBA
54
BLB&B Advisors
Pennsylvania
$600K -$416 -23 -0.1%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$582K +$73.6K +4,063 +14%
EST
56
EA Series Trust
Pennsylvania
$573K +$573K +31,679 New
EF
57
Empowered Funds
Pennsylvania
$573K +$573K +31,679 New
LPL Financial
58
LPL Financial
California
$572K +$1.32K +73 +0.2%
CS
59
Credit Suisse
Switzerland
$550K +$67.7K +3,746 +14%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$548K +$321K +17,764 +142%
CSS
61
Cubist Systematic Strategies
Connecticut
$545K +$57.6K +3,184 +12%
First Manhattan
62
First Manhattan
New York
$536K
EMFAT
63
Emerald Mutual Fund Advisers Trust
Pennsylvania
$523K
SO
64
STRS Ohio
Ohio
$515K +$65.1K +3,600 +14%
GP
65
Girard Partners
Pennsylvania
$488K +$17.1K +944 +4%
AllianceBernstein
66
AllianceBernstein
Tennessee
$471K +$18.8K +1,040 +4%
RJA
67
Raymond James & Associates
Florida
$444K +$91.1K +5,041 +26%
KeyBank National Association
68
KeyBank National Association
Ohio
$403K -$976 -54 -0.2%
Rafferty Asset Management
69
Rafferty Asset Management
New York
$388K +$181K +10,012 +87%
Citigroup
70
Citigroup
New York
$385K +$371K +20,521 +2,604%
LSV Asset Management
71
LSV Asset Management
Illinois
$380K
ECA
72
Endeavour Capital Advisors
Connecticut
$374K
CIC
73
Cornercap Investment Counsel
Georgia
$370K
Legal & General Group
74
Legal & General Group
United Kingdom
$349K +$138K +7,635 +65%
MAM
75
Martingale Asset Management
Massachusetts
$331K -$741K -40,998 -69%