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Univest Financial
UVSP

Overview Fund Activity

156 hedge funds and large institutions have $627M invested in Univest Financial in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
45
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.62M
2
UF
2
Univest Financial
Pennsylvania
$15M
3
BlackRock
3
BlackRock
New York
$97.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.82M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.8M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$33.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$497K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.11M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Compass Ion Advisors
Pennsylvania
$1.04M -$42.5K -1,510 -4%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$905K -$107K -3,800 -11%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$877K -$283K -10,055 -24%
LPL Financial
54
LPL Financial
California
$847K -$8.75K -311 -1%
Millennium Management
55
Millennium Management
New York
$819K -$721K -25,616 -47%
SAM
56
Smartleaf Asset Management
Massachusetts
$807K -$16.7K -615 -2%
UBS Group
57
UBS Group
Switzerland
$793K +$188K +6,696 +31%
PRCP
58
Pacific Ridge Capital Partners
Oregon
$785K -$268K -9,510 -25%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$778K -$31.4K -1,115 -4%
Victory Capital Management
60
Victory Capital Management
Texas
$774K -$70.4K -2,500 -8%
BBA
61
BLB&B Advisors
Pennsylvania
$757K -$176K -6,249 -19%
Legal & General Group
62
Legal & General Group
United Kingdom
$746K -$199K -7,072 -21%
EFG
63
Everhart Financial Group
Ohio
$741K +$117K +4,147 +19%
AllianceBernstein
64
AllianceBernstein
Tennessee
$733K – – –
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$682K +$682K +24,236 New
WCM
66
Wedge Capital Management
North Carolina
$674K -$116K -4,129 -15%
Tudor Investment Corp
67
Tudor Investment Corp
Connecticut
$660K +$660K +23,455 New
SO
68
STRS Ohio
Ohio
$650K -$84.4K -3,000 -11%
LSV Asset Management
69
LSV Asset Management
Illinois
$591K – – –
B
70
Bailard
California
$585K +$585K +20,800 New
CCIA
71
Campbell & Co Investment Adviser
Maryland
$583K +$281K +10,000 +93%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$541K -$209K -7,438 -28%
BW
73
Bison Wealth
Georgia
$524K +$524K +18,630 New
Deutsche Bank
74
Deutsche Bank
Germany
$511K +$148K +5,271 +41%
First Trust Advisors
75
First Trust Advisors
Illinois
$497K -$2.11M -74,853 -81%
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