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Univest Financial
UVSP

Overview Fund Activity

141 hedge funds and large institutions have $493M invested in Univest Financial in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
52
Reduced
45
Closed
11
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.1M
2
RA
2
Royce & Associates
New York
$4.58M
3
BlackRock
3
BlackRock
New York
$77M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.3M

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$9.59M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$32.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.32M
4
Millennium Management
4
Millennium Management
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
51
KeyBank National Association
Ohio
$783K +$292K +13,250 +59%
Legal & General Group
52
Legal & General Group
United Kingdom
$740K – – –
B
53
Bailard
California
$736K +$493K +22,400 +204%
BBA
54
BLB&B Advisors
Pennsylvania
$731K +$22 +1 +0%
LPL Financial
55
LPL Financial
California
$728K +$22K +999 +3%
Creative Planning
56
Creative Planning
Kansas
$691K +$408K +18,535 +144%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$684K -$30.2K -1,373 -4%
RJA
58
Raymond James & Associates
Florida
$678K +$93.7K +4,255 +16%
HF
59
HRT Financial
New York
$668K -$36.9K -1,677 -5%
SO
60
STRS Ohio
Ohio
$652K -$101K -4,600 -13%
UBS AM
61
UBS AM
Illinois
$642K – – –
CS
62
Credit Suisse
Switzerland
$606K -$30.4K -1,379 -5%
SAM
63
Smartleaf Asset Management
Massachusetts
$603K +$603K +27,020 New
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$602K -$179K -8,122 -23%
GP
65
Girard Partners
Pennsylvania
$594K – – –
AllianceBernstein
66
AllianceBernstein
Tennessee
$574K – – –
Rafferty Asset Management
67
Rafferty Asset Management
New York
$561K +$170K +7,707 +43%
Citigroup
68
Citigroup
New York
$545K +$333K +15,109 +157%
WCM
69
Wedge Capital Management
North Carolina
$519K +$53.9K +2,448 +12%
Tudor Investment Corp
70
Tudor Investment Corp
Connecticut
$501K +$501K +22,758 New
LSV Asset Management
71
LSV Asset Management
Illinois
$463K – – –
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$396K +$396K +17,970 New
Citadel Advisors
73
Citadel Advisors
Florida
$393K +$393K +17,822 New
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$392K -$123K -5,595 -24%
First Manhattan
75
First Manhattan
New York
$392K -$248K -11,258 -39%
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