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Univest Financial
UVSP

Overview Fund Activity

127 hedge funds and large institutions have $328M invested in Univest Financial in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 26 closing their positions.

Holders
127
Holders Change
-21
Holders Change %
-14.19%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
49
Reduced
46
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$24M
2
FCM
2
FJ Capital Management
Virginia
$1.87M
3
Victory Capital Management
3
Victory Capital Management
Texas
$2.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05M
5
PAM
5
Panagora Asset Management
Massachusetts
$544K

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$9.74M
2
OAM
2
Oxford Asset Management
United Kingdom
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$15.7M
4
Millennium Management
4
Millennium Management
New York
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.73M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$355K 21,784 -15,704 -42%
BWP
77
Bernardo Wealth Planning
Pennsylvania
$337K 20,694 +2 +0%
MERSOM
78
Municipal Employees' Retirement System of Michigan
Michigan
$333K 20,410 – –
MCM
79
Maltese Capital Management
New York
$329K 20,136 -73,456 -78%
Barclays
80
Barclays
United Kingdom
$313K 19,105 -19,737 -51%
EGM
81
Engineers Gate Manager
New York
$308K 18,842 +387 +2%
AIMCA
82
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$300K 18,400 +6,800 +59%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$295K 18,053 – –
AIG
84
American International Group
New York
$278K 17,029 -985 -5%
Deutsche Bank
85
Deutsche Bank
Germany
$261K 16,020 +5,191 +48%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$259K 15,863 +174 +1%
TAM
87
Tradition Asset Management
Virginia
$235K 14,419 – –
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$233K 14,248 -21,593 -60%
First Trust Advisors
89
First Trust Advisors
Illinois
$233K 14,304 -2,174 -13%
Jacobs Levy Equity Management
90
Jacobs Levy Equity Management
New Jersey
$230K 14,097 -5,700 -29%
SEI Investments
91
SEI Investments
Pennsylvania
$223K 13,671 +2,334 +21%
FHB
92
First Hawaiian Bank
Hawaii
$212K 12,998 +12,998 New
MIM
93
MetLife Investment Management
New Jersey
$198K 12,133 – –
SAM
94
Shell Asset Management
Netherlands
$198K 12,110 -184 -1%
AAP
95
Arax Advisory Partners
Colorado
$194K 11,897 +500 +4%
NB
96
NBT Bank
New York
$193K 11,812 – –
IA
97
IndexIQ Advisors
New York
$191K 11,700 -21,461 -65%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$187K 11,485 – –
Principal Financial Group
99
Principal Financial Group
Iowa
$187K 11,453 +47 +0.4%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$175K 10,723 – –
2 3
4
5 6