UVSP icon

Univest Financial
UVSP

Overview Fund Activity

180 hedge funds and large institutions have $677M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
51
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 Market Value Shares Shares
Change 		Shares
Change %
AA
76
Armis Advisers
Georgia
$590K 18,630 – –
GF
77
Gabelli Funds
New York
$589K 19,597 +19,597 New
IIM
78
INTECH Investment Management
Florida
$585K 19,464 -6,045 -24%
Los Angeles Capital Management
79
Los Angeles Capital Management
California
$580K 19,315 -4,030 -17%
Rafferty Asset Management
80
Rafferty Asset Management
New York
$565K 18,792 +2,608 +16%
First Trust Advisors
81
First Trust Advisors
Illinois
$562K 18,703 +988 +6%
Universal-Beteiligungs- und Servicegesellschaft
82
Universal-Beteiligungs- und Servicegesellschaft
Germany
$528K 17,565 +4,820 +38%
A
83
AlphaQuest
New York
$521K 17,342 +10,135 +141%
KK
84
KLP Kapitalforvaltning
Norway
$520K 17,300 – –
MIM
85
MetLife Investment Management
New Jersey
$518K 17,246 – –
SCM
86
Sterling Capital Management
North Carolina
$497K 16,555 +276 +2%
Mirae Asset Global ETFs Holdings
87
Mirae Asset Global ETFs Holdings
Hong Kong
$474K 15,794 -1,377 -8%
LPL Financial
88
LPL Financial
California
$468K 15,582 -2,081 -12%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$459K 14,037 +4,286 +44%
AF
90
Apexium Financial
Texas
$450K 14,973 -379 -2%
LSV Asset Management
91
LSV Asset Management
Illinois
$448K 14,900 – –
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$435K 14,471 +7,012 +94%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$432K 14,383 +7,000 +95%
AWS
94
Atria Wealth Solutions
New York
$416K 13,859 – –
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$396K 13,179 – –
IC
96
IEQ Capital
California
$377K 12,541 +4,467 +55%
First Manhattan
97
First Manhattan
New York
$374K 12,434 – –
Man Group
98
Man Group
United Kingdom
$369K 12,292 +12,292 New
CSP
99
Cary Street Partners
Virginia
$360K 11,988 – –
IA
100
Insight Advisors
Pennsylvania
$353K 11,750 -11,750 -50%
2 3
4
5 6