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Univest Financial

139 hedge funds and large institutions have $495M invested in Univest Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
47
Reduced
47
Closed
15
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
51
Franklin Resources
California
$811K +$335K +14,652 +70%
KeyBank National Association
52
KeyBank National Association
Ohio
$810K -$160 -7 -0%
CIA
53
Compass Ion Advisors
Pennsylvania
$799K
Barclays
54
Barclays
United Kingdom
$795K -$505K -22,119 -39%
Legal & General Group
55
Legal & General Group
United Kingdom
$767K
BBA
56
BLB&B Advisors
Pennsylvania
$757K +$23 +1 +0%
LPL Financial
57
LPL Financial
California
$694K -$63.1K -2,765 -8%
Victory Capital Management
58
Victory Capital Management
Texas
$685K -$452K -19,800 -40%
SAM
59
Smartleaf Asset Management
Massachusetts
$672K +$8.26K +372 +1%
GP
60
Girard Partners
Pennsylvania
$660K +$44.2K +1,936 +7%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$657K -$15.7K -688 -2%
WCM
62
Wedge Capital Management
North Carolina
$641K -$89.6K -3,925 -12%
Jane Street
63
Jane Street
New York
$634K +$634K +27,752 New
Rafferty Asset Management
64
Rafferty Asset Management
New York
$609K -$1.99K -87 -0.3%
SO
65
STRS Ohio
Ohio
$596K -$38.8K -1,700 -6%
AllianceBernstein
66
AllianceBernstein
Tennessee
$595K
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$564K +$148K +6,475 +35%
Citigroup
68
Citigroup
New York
$528K -$52.9K -2,317 -9%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$513K +$513K +22,475 New
EFG
70
Everhart Financial Group
Ohio
$506K +$66.5K +2,913 +15%
UBS Group
71
UBS Group
Switzerland
$490K -$399K -17,495 -45%
LSV Asset Management
72
LSV Asset Management
Illinois
$479K
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$466K +$15.9K +696 +4%
Truist Financial
74
Truist Financial
North Carolina
$425K +$1.35K +59 +0.3%
KTA
75
Keeley-Teton Advisors
Illinois
$402K