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Univest Financial

208 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

6% more capital invested

Capital invested by funds: $722M → $766M (+$43.9M)

6% more funds holding

Funds holding: 197208 (+11)

2.16% more ownership

Funds ownership: 77.46%79.62% (+2.2%)

86% less call options, than puts

Call options by funds: $236K | Put options by funds: $1.67M

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
78
Reduced
54
Closed
16
Calls
$236K
Puts
$1.67M
Net Calls
-$1.43M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.95M
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$1.93M +$1.04M +30,745 +120%
RA
53
Royce & Associates
New York
$1.85M -$829K -24,517 -31%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$1.68M +$198K +5,851 +14%
CCIA
55
Campbell & Co Investment Adviser
Maryland
$1.65M +$332K +9,811 +26%
EFG
56
Everhart Financial Group
Ohio
$1.63M +$252K +7,444 +19%
Barclays
57
Barclays
United Kingdom
$1.62M -$722K -21,353 -31%
Ameriprise
58
Ameriprise
Minnesota
$1.58M -$446K -13,202 -22%
Connor, Clark & Lunn Investment Management (CC&L)
59
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.5M +$200K +5,921 +16%
YIH
60
Y-Intercept (HK)
Hong Kong
$1.44M -$132K -3,912 -9%
SAM
61
Smartleaf Asset Management
Massachusetts
$1.29M -$1.66K -49 -0.1%
CIA
62
Compass Ion Advisors
Pennsylvania
$1.28M +$135 +4 +0%
Invesco
63
Invesco
Georgia
$1.26M -$69.3K -2,049 -5%
Principal Financial Group
64
Principal Financial Group
Iowa
$1.25M +$1.23M +36,361 New
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.22M -$33.4K -989 -3%
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.16M
QCM
67
Quantinno Capital Management
New York
$1.06M +$394K +11,664 +60%
Jane Street
68
Jane Street
New York
$963K -$514K -15,213 -35%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$924K +$109K +3,219 +14%
LPL Financial
70
LPL Financial
California
$922K -$139K -4,117 -13%
WCM
71
Wedge Capital Management
North Carolina
$914K -$5.82K -172 -0.6%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$912K -$7.17K -212 -0.8%
IC
73
IEQ Capital
California
$861K +$186K +5,510 +28%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$859K +$4.77K +141 +0.6%
GLLW
75
Graves Light Lenhart Wealth
Virginia
$838K +$827K +24,450 New