UVSP icon

Univest Financial
UVSP

Overview Fund Activity

125 hedge funds and large institutions have $423M invested in Univest Financial in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
35
Reduced
45
Closed
11
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
–

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$9.13M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.3M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$39.4M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.9M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.36M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$22.5M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.2M
4
Wells Fargo
4
Wells Fargo
California
$6.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$333K – – –
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$325K -$46.2K -2,245 -12%
VRS
78
Virginia Retirement Systems
Virginia
$315K -$55.6K -2,700 -15%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$314K -$103K -5,000 -25%
SFI
80
Susquehanna Fundamental Investments
Pennsylvania
$307K -$28.4K -1,380 -8%
FHB
81
First Hawaiian Bank
Hawaii
$301K – – –
AG
82
Algert Global
California
$276K -$212K -10,310 -43%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$276K +$49K +2,382 +22%
IA
84
IndexIQ Advisors
New York
$264K +$27.3K +1,325 +12%
TI
85
Trexquant Investment
Connecticut
$264K +$264K +12,819 New
MIM
86
MetLife Investment Management
New Jersey
$250K – – –
NB
87
NBT Bank
New York
$243K – – –
OC
88
Oppenheimer & Co
New York
$242K +$242K +11,756 New
WG
89
Winton Group
United Kingdom
$239K -$446K -21,633 -65%
First Trust Advisors
90
First Trust Advisors
Illinois
$238K +$17.9K +867 +8%
MSL
91
Mackay Shields LLC
New York
$220K +$220K +10,700 New
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$217K – – –
CSPAM
93
Cary Street Partners Asset Management
Virginia
$214K +$214K +10,412 New
Public Employees Retirement Association of Colorado
94
Public Employees Retirement Association of Colorado
Colorado
$198K – – –
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$175K – – –
SG Americas Securities
96
SG Americas Securities
New York
$165K +$165K +8,003 New
HI
97
Hendershot Investments
Virginia
$158K – – –
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$150K – – –
Legal & General Group
99
Legal & General Group
United Kingdom
$142K – – –
Citigroup
100
Citigroup
New York
$138K -$31.8K -1,545 -19%
2 3
4
5 6