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Univest Financial
UVSP

Overview Fund Activity

137 hedge funds and large institutions have $549M invested in Univest Financial in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
50
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$22.7M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$2.08M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.67M
5
CIC
5
Cornercap Investment Counsel
Georgia
$1.1M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$45.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$464K
3
BlackRock
3
BlackRock
New York
$76.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$23.6M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$456K -$30.8K -1,167 -6%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$417K – – –
UBS Group
78
UBS Group
Switzerland
$415K +$36.6K +1,389 +10%
Rafferty Asset Management
79
Rafferty Asset Management
New York
$414K +$64.6K +2,453 +18%
Citigroup
80
Citigroup
New York
$412K +$47.4K +1,799 +13%
First Trust Advisors
81
First Trust Advisors
Illinois
$402K +$25.6K +969 +7%
ECM
82
ExodusPoint Capital Management
New York
$396K +$396K +15,016 New
FHB
83
First Hawaiian Bank
Hawaii
$386K – – –
California Public Employees Retirement System
84
California Public Employees Retirement System
California
$378K -$1.17M -44,282 -76%
IA
85
IndexIQ Advisors
New York
$373K +$6.56K +249 +2%
VRS
86
Virginia Retirement Systems
Virginia
$372K -$26.4K -1,000 -7%
AllianceBernstein
87
AllianceBernstein
Tennessee
$370K -$65.9K -2,500 -15%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$330K -$41.4K -1,568 -11%
Connor, Clark & Lunn Investment Management (CC&L)
89
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$326K +$131K +4,989 +68%
MIM
90
MetLife Investment Management
New Jersey
$320K – – –
NB
91
NBT Bank
New York
$311K – – –
CCIA
92
Campbell & Co Investment Adviser
Maryland
$301K +$301K +11,427 New
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$283K +$26 +1 +0%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$282K -$8.5K -322 -3%
SFI
95
Susquehanna Fundamental Investments
Pennsylvania
$280K -$108K -4,096 -28%
BWP
96
Bernardo Wealth Planning
Pennsylvania
$280K +$26 +1 +0%
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$270K +$242K +9,183 +870%
Squarepoint
98
Squarepoint
New York
$269K +$269K +10,211 New
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$253K – – –
OC
100
Oppenheimer & Co
New York
$229K -$70K -2,650 -23%
2 3
4
5 6