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Univest Financial
UVSP

Overview Fund Activity

137 hedge funds and large institutions have $599M invested in Univest Financial in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 54 reducing their positions, and 5 closing their positions.

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
42
Reduced
54
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$47.6M
2
BlackRock
2
BlackRock
New York
$84.8M
3
State Street
3
State Street
Massachusetts
$22.3M
4
FCM
4
FJ Capital Management
Virginia
$15.6M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.2M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$19.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.4M
3
Northern Trust
3
Northern Trust
Illinois
$11.5M
4
Bank of America
4
Bank of America
North Carolina
$5.55M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$176K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$408K 14,266 +2,723 +24%
SEI Investments
77
SEI Investments
Pennsylvania
$402K 15,290 -4,300 -22%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$402K 14,067 +648 +5%
IA
79
IndexIQ Advisors
New York
$397K 13,902 +1,068 +8%
Citigroup
80
Citigroup
New York
$395K 13,840 +7,125 +106%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$381K 13,252 -19,552 -60%
Rafferty Asset Management
82
Rafferty Asset Management
New York
$379K 13,261 +13,261 New
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$365K 12,756 +6,963 +120%
MIM
84
MetLife Investment Management
New Jersey
$347K 12,133 – –
NB
85
NBT Bank
New York
$338K 11,812 – –
OC
86
Oppenheimer & Co
New York
$324K 11,318 -438 -4%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$315K 11,010 -5,150 -32%
MSL
88
Mackay Shields LLC
New York
$314K 11,000 +300 +3%
CSPAM
89
Cary Street Partners Asset Management
Virginia
$310K 10,833 +421 +4%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$307K 10,740 +10,740 New
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$305K 10,666 +98 +0.9%
BWP
92
Bernardo Wealth Planning
Pennsylvania
$303K 10,631 +10,631 New
Public Employees Retirement Association of Colorado
93
Public Employees Retirement Association of Colorado
Colorado
$274K 9,600 – –
Morgan Stanley
94
Morgan Stanley
New York
$256K 8,963 -30,952 -78%
WG
95
Winton Group
United Kingdom
$256K 8,966 -2,625 -23%
ASRS
96
Arizona State Retirement System
Arizona
$244K 8,520 +8,520 New
AG
97
Algert Global
California
$234K 8,190 -5,230 -39%
Legal & General Group
98
Legal & General Group
United Kingdom
$230K 8,048 +1,147 +17%
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$228K 7,986 -532 -6%
Jacobs Levy Equity Management
100
Jacobs Levy Equity Management
New Jersey
$224K 7,841 +7,841 New
2 3
4
5 6