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Univest Financial
UVSP

Overview Fund Activity

140 hedge funds and large institutions have $496M invested in Univest Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 11 closing their positions.

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
44
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jacobs Asset Management
New York
$2.29M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.96M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.1M
4
Millennium Management
4
Millennium Management
New York
$1.99M
5
American Century Companies
5
American Century Companies
Missouri
$2.38M

Top Sellers

1
MCM
1
Maltese Capital Management
New York
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$287K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.6M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$262K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
Insight Advisors
Pennsylvania
$376K – – –
RJA
77
Raymond James & Associates
Florida
$372K +$39.7K +1,692 +12%
BWP
78
Bernardo Wealth Planning
Pennsylvania
$361K -$9.45K -360 -3%
MIM
79
MetLife Investment Management
New Jersey
$353K – – –
FHB
80
First Hawaiian Bank
Hawaii
$344K – – –
AIG
81
American International Group
New York
$325K +$4.6K +196 +1%
SAM
82
Shell Asset Management
Netherlands
$301K -$78.9K -3,357 -21%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$298K +$298K +12,690 New
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$294K +$294K +12,532 New
VOYA Investment Management
85
VOYA Investment Management
Georgia
$293K – – –
TRCT
86
Tower Research Capital (TRC)
New York
$293K +$266K +11,339 +980%
DRZID
87
DePrince Race & Zollo Inc (DRZ)
Florida
$287K -$2.76M -117,682 -91%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$285K -$7K -298 -2%
KTA
89
Keeley-Teton Advisors
Illinois
$282K +$282K +12,000 New
Deutsche Bank
90
Deutsche Bank
Germany
$276K -$45.7K -1,950 -14%
Legal & General Group
91
Legal & General Group
United Kingdom
$265K -$50.9K -2,171 -16%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$264K -$813K -34,793 -75%
First Trust Advisors
93
First Trust Advisors
Illinois
$262K -$1.07M -45,558 -80%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$252K +$23 +1 +0%
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
$240K – – –
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$225K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
97
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$224K -$407K -17,300 -64%
Jacobs Levy Equity Management
98
Jacobs Levy Equity Management
New Jersey
$218K +$5.93K +252 +3%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$217K +$217K +9,244 New
SCA
100
Snowden Capital Advisors
New York
$203K – – –
2 3
4
5 6