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Univest Financial
UVSP

Overview Fund Activity

142 hedge funds and large institutions have $598M invested in Univest Financial in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
51
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$4.18M
2
Ameriprise
2
Ameriprise
Minnesota
$4.54M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.5M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$2.86M
5
BlackRock
5
BlackRock
New York
$88.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.22M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$2.44M
4
ACM
4
Ategra Capital Management
Virginia
$0
5
ECA
5
Endeavour Capital Advisors
Connecticut
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
76
Prelude Capital Management
New York
$500K +$129K +4,300 +35%
AIG
77
American International Group
New York
$460K -$13.8K -460 -3%
LPL Financial
78
LPL Financial
California
$444K +$220K +7,368 +99%
IA
79
IndexIQ Advisors
New York
$442K -$28.6K -955 -6%
FHB
80
First Hawaiian Bank
Hawaii
$438K – – –
Truist Financial
81
Truist Financial
North Carolina
$430K -$694K -23,185 -62%
AA
82
ALPS Advisors
Colorado
$424K +$5.42K +181 +1%
Citadel Advisors
83
Citadel Advisors
Florida
$395K +$5.11K +171 +1%
BWP
84
Bernardo Wealth Planning
Pennsylvania
$392K +$69.2K +2,313 +21%
MAM
85
Martingale Asset Management
Massachusetts
$391K -$945K -31,515 -71%
Legal & General Group
86
Legal & General Group
United Kingdom
$388K – – –
VOYA Investment Management
87
VOYA Investment Management
Georgia
$382K +$7.67K +256 +2%
AllianceBernstein
88
AllianceBernstein
Tennessee
$366K -$26.3K -878 -7%
CCIA
89
Campbell & Co Investment Adviser
Maryland
$341K -$213K -7,128 -38%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$321K – – –
Jacobs Levy Equity Management
91
Jacobs Levy Equity Management
New Jersey
$316K +$74K +2,473 +31%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$307K -$44.1K -1,477 -13%
CSPIA
93
Cary Street Partners Investment Advisory
Virginia
$306K – – –
CSS
94
Cubist Systematic Strategies
Connecticut
$305K +$305K +10,200 New
Citigroup
95
Citigroup
New York
$292K +$118K +3,961 +68%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$287K – – –
MIM
97
MetLife Investment Management
New Jersey
$282K -$80.9K -2,705 -22%
Rafferty Asset Management
98
Rafferty Asset Management
New York
$268K -$9.77K -326 -4%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$245K +$245K +8,157 New
OC
100
Oppenheimer & Co
New York
$243K -$2.96K -99 -1%
2 3
4
5 6