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Univest Financial
UVSP

Overview Fund Activity

136 hedge funds and large institutions have $577M invested in Univest Financial in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-1
Holders Change %
-0.73%
% 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
12
Increased
45
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$49.2M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$3.47M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.49M
5
Wells Fargo
5
Wells Fargo
California
$8.37M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$37.8M
2
ECA
2
Endeavour Capital Advisors
Connecticut
$15.9M
3
State Street
3
State Street
Massachusetts
$21.8M
4
BFC
4
Banc Funds Company
Illinois
$0
5
UF
5
Univest Financial
Pennsylvania
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$433K – – –
IA
77
IndexIQ Advisors
New York
$431K +$43.2K +1,575 +11%
FHB
78
First Hawaiian Bank
Hawaii
$401K – – –
AA
79
ALPS Advisors
Colorado
$383K +$383K +13,974 New
VRS
80
Virginia Retirement Systems
Virginia
$378K -$8.22K -300 -2%
HF
81
HRT Financial
New York
$363K +$363K +13,273 New
AllianceBernstein
82
AllianceBernstein
Tennessee
$359K -$25.7K -938 -7%
Citadel Advisors
83
Citadel Advisors
Florida
$357K -$938K -34,290 -72%
Legal & General Group
84
Legal & General Group
United Kingdom
$355K +$153K +5,569 +75%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$342K – – –
PCM
86
Prelude Capital Management
New York
$340K +$340K +12,400 New
MIM
87
MetLife Investment Management
New Jersey
$332K – – –
NB
88
NBT Bank
New York
$324K – – –
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$322K -$347K -12,656 -52%
BWP
90
Bernardo Wealth Planning
Pennsylvania
$295K +$4.56K +167 +2%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$294K +$27 +1 +0%
ZCM
92
Zebra Capital Management
Connecticut
$294K +$294K +10,738 New
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$293K – – –
CSPIA
94
Cary Street Partners Investment Advisory
Virginia
$280K – – –
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$263K – – –
Rafferty Asset Management
96
Rafferty Asset Management
New York
$254K -$176K -6,441 -41%
Connor, Clark & Lunn Investment Management (CC&L)
97
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$240K -$98.4K -3,597 -29%
OC
98
Oppenheimer & Co
New York
$225K -$12K -438 -5%
WG
99
Winton Group
United Kingdom
$223K +$549 +20 +0.2%
Jacobs Levy Equity Management
100
Jacobs Levy Equity Management
New Jersey
$222K +$222K +8,093 New
2 3
4
5 6