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Univest Financial
UVSP

Overview Fund Activity

173 hedge funds and large institutions have $668M invested in Univest Financial in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$11.8M
2
State Street
2
State Street
Massachusetts
$28.3M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M
4
American Century Companies
4
American Century Companies
Missouri
$18.7M
5
UBS Group
5
UBS Group
Switzerland
$2.56M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$3.41M
2
RA
2
Royce & Associates
New York
$5.38M
3
Jane Street
3
Jane Street
New York
$0
4
Pzena Investment Management
4
Pzena Investment Management
New York
$33.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$972K +$51.6K +1,746 +6%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$958K -$393K -13,324 -29%
Two Sigma Investments
53
Two Sigma Investments
New York
$917K -$533K -18,048 -37%
SAM
54
Smartleaf Asset Management
Massachusetts
$870K -$8.32K -281 -0.9%
Legal & General Group
55
Legal & General Group
United Kingdom
$842K +$59.6K +2,021 +8%
Deutsche Bank
56
Deutsche Bank
Germany
$841K +$306K +10,354 +57%
Victory Capital Management
57
Victory Capital Management
Texas
$832K +$20.7K +700 +3%
LPL Financial
58
LPL Financial
California
$827K -$61K -2,066 -7%
EFG
59
Everhart Financial Group
Ohio
$816K +$38.9K +1,319 +5%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$803K -$12.5K -425 -2%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$786K -$162K -5,500 -17%
AllianceBernstein
62
AllianceBernstein
Tennessee
$769K – – –
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$730K +$14.4K +488 +2%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$730K +$292K +9,890 +67%
BBA
65
BLB&B Advisors
Pennsylvania
$706K -$88.5K -2,999 -11%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$704K +$341K +11,555 +94%
PAM
67
Panagora Asset Management
Massachusetts
$691K +$691K +23,430 New
WCM
68
Wedge Capital Management
North Carolina
$686K -$21.4K -724 -3%
PRCP
69
Pacific Ridge Capital Partners
Oregon
$652K -$171K -5,806 -21%
SO
70
STRS Ohio
Ohio
$649K -$32.5K -1,100 -5%
B
71
Bailard
California
$624K +$9.8K +332 +2%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$617K +$49.6K +1,680 +9%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$595K +$595K +20,160 New
ECM
74
ExodusPoint Capital Management
New York
$579K +$579K +19,633 New
Millennium Management
75
Millennium Management
New York
$569K -$289K -9,794 -34%
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