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Univest Financial
UVSP

Overview Fund Activity

182 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.3M
2
Millennium Management
2
Millennium Management
New York
$4.02M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.14M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.35M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.7M
2
BlackRock
2
BlackRock
New York
$97.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.24M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
UBS Group
5
UBS Group
Switzerland
$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
51
Hussman Strategic Advisors
Maryland
$1.26M – – –
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.22M +$27K +899 +2%
IWA
53
IVC Wealth Advisors
Pennsylvania
$1.2M – – –
SAM
54
Smartleaf Asset Management
Massachusetts
$1.13M -$64.8K -2,117 -5%
CIA
55
Compass Ion Advisors
Pennsylvania
$1.12M +$2.91K +97 +0.3%
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.06M +$278K +9,250 +36%
CCIA
57
Campbell & Co Investment Adviser
Maryland
$958K +$221K +7,343 +30%
EFG
58
Everhart Financial Group
Ohio
$952K +$97K +3,228 +11%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$935K – – –
Legal & General Group
60
Legal & General Group
United Kingdom
$920K +$68.8K +2,291 +8%
Citigroup
61
Citigroup
New York
$833K -$214K -7,137 -20%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$808K -$10K -333 -1%
WCM
63
Wedge Capital Management
North Carolina
$806K +$1.2K +40 +0.1%
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$787K -$261K -8,682 -25%
BBA
65
BLB&B Advisors
Pennsylvania
$764K +$30 +1 +0%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$672K +$11.1K +369 +2%
CSS
67
Cubist Systematic Strategies
Connecticut
$671K +$671K +22,343 New
Deutsche Bank
68
Deutsche Bank
Germany
$651K -$128K -4,248 -16%
Victory Capital Management
69
Victory Capital Management
Texas
$631K -$251K -8,350 -28%
SO
70
STRS Ohio
Ohio
$631K – – –
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$629K -$176K -5,865 -22%
BWP
72
Bernardo Wealth Planning
Pennsylvania
$621K +$263K +8,755 +73%
XT
73
XTX Topco
Cayman Islands
$620K +$386K +12,857 +165%
Wells Fargo
74
Wells Fargo
California
$607K +$27.3K +910 +5%
Principal Financial Group
75
Principal Financial Group
Iowa
$606K +$606K +20,176 New
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3
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