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Univest Financial

179 hedge funds and large institutions have $646M invested in Univest Financial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
57
Reduced
60
Closed
11
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
51
Hussman Strategic Advisors
Maryland
$1.19M +$1.19M +42,000 New
IWA
52
IVC Wealth Advisors
Pennsylvania
$1.14M
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$1.13M +$194K +6,823 +21%
SAM
54
Smartleaf Asset Management
Massachusetts
$1.12M +$281K +9,811 +33%
CIA
55
Compass Ion Advisors
Pennsylvania
$1.05M +$2.58K +91 +0.2%
ECM
56
ExodusPoint Capital Management
New York
$995K +$438K +15,456 +79%
Teacher Retirement System of Texas
57
Teacher Retirement System of Texas
Texas
$989K -$603K -21,261 -38%
Citigroup
58
Citigroup
New York
$989K -$149K -5,243 -13%
Tudor Investment Corp
59
Tudor Investment Corp
Connecticut
$965K -$158K -5,555 -14%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$882K -$37.7K -1,330 -4%
Victory Capital Management
61
Victory Capital Management
Texas
$832K +$32.6K +1,150 +4%
EFG
62
Everhart Financial Group
Ohio
$807K +$23K +810 +3%
Legal & General Group
63
Legal & General Group
United Kingdom
$803K -$5.93K -209 -0.7%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$772K
WCM
65
Wedge Capital Management
North Carolina
$760K +$101K +3,558 +15%
Connor, Clark & Lunn Investment Management (CC&L)
66
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$760K +$58.7K +2,070 +8%
AllianceBernstein
67
AllianceBernstein
Tennessee
$739K
Deutsche Bank
68
Deutsche Bank
Germany
$735K -$73K -2,573 -9%
IIM
69
INTECH Investment Management
Florida
$723K +$279K +9,834 +63%
BBA
70
BLB&B Advisors
Pennsylvania
$721K +$42.5K +1,500 +6%
CCIA
71
Campbell & Co Investment Adviser
Maryland
$696K +$179K +6,310 +35%
IA
72
Insight Advisors
Pennsylvania
$666K +$333K +11,750 +100%
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$662K -$93.6K -3,300 -12%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$623K -$52.6K -1,855 -8%
PRCP
75
Pacific Ridge Capital Partners
Oregon
$621K -$5.45K -192 -0.9%