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Univest Financial
UVSP

Overview Fund Activity

138 hedge funds and large institutions have $456M invested in Univest Financial in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
49
Reduced
44
Closed
17
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$48K

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$5.96M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$8.97M
3
American Century Companies
3
American Century Companies
Missouri
$8.3M
4
RA
4
Royce & Associates
New York
$5.77M
5
Invesco
5
Invesco
Georgia
$2.22M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.58M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$27.5M
4
BlackRock
4
BlackRock
New York
$70.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
51
KeyBank National Association
Ohio
$739K -$937 -45 -0.1%
CSS
52
Cubist Systematic Strategies
Connecticut
$734K +$377K +18,121 +106%
Legal & General Group
53
Legal & General Group
United Kingdom
$699K – – –
LPL Financial
54
LPL Financial
California
$690K +$2.48K +119 +0.4%
BBA
55
BLB&B Advisors
Pennsylvania
$690K +$21 +1 +0%
Creative Planning
56
Creative Planning
Kansas
$687K +$33.8K +1,624 +5%
WCM
57
Wedge Capital Management
North Carolina
$667K +$176K +8,449 +36%
SAM
58
Smartleaf Asset Management
Massachusetts
$617K +$59K +2,859 +11%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$613K -$32.8K -1,576 -5%
UBS AM
60
UBS AM
Illinois
$607K – – –
SO
61
STRS Ohio
Ohio
$578K -$37.4K -1,800 -6%
CS
62
Credit Suisse
Switzerland
$572K – – –
GP
63
Girard Partners
Pennsylvania
$562K +$208 +10 +0%
Rafferty Asset Management
64
Rafferty Asset Management
New York
$557K +$26.8K +1,287 +5%
AllianceBernstein
65
AllianceBernstein
Tennessee
$542K – – –
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$530K +$530K +22,336 New
Citigroup
67
Citigroup
New York
$530K +$15K +720 +3%
HF
68
HRT Financial
New York
$485K -$145K -6,995 -23%
LSV Asset Management
69
LSV Asset Management
Illinois
$437K – – –
Franklin Resources
70
Franklin Resources
California
$435K +$435K +20,889 New
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$410K +$39.7K +1,909 +11%
EFG
72
Everhart Financial Group
Ohio
$401K +$166K +7,973 +71%
Truist Financial
73
Truist Financial
North Carolina
$387K +$387K +18,576 New
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$380K -$189K -9,088 -33%
NYLIM
75
New York Life Investment Management
New York
$376K +$70.9K +3,403 +23%
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