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Univest Financial
UVSP

Overview Fund Activity

138 hedge funds and large institutions have $391M invested in Univest Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-2
Holders Change %
-1.43%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$5.17M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8M
5
WCM
5
Wedge Capital Management
North Carolina
$973K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.01M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.74M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38M
4
BCM
4
Bridgeway Capital Management
Texas
$2.98M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KTA
76
Keeley-Teton Advisors
Illinois
$318K – – –
NYLIM
77
New York Life Investment Management
New York
$314K -$44K -2,431 -12%
Franklin Resources
78
Franklin Resources
California
$303K +$303K +16,785 New
UBS Group
79
UBS Group
Switzerland
$301K +$9.71K +537 +3%
Truist Financial
80
Truist Financial
North Carolina
$295K -$80.2K -4,436 -21%
IA
81
Insight Advisors
Pennsylvania
$289K – – –
AF
82
Apexium Financial
Texas
$272K -$15.4K -850 -5%
MIM
83
MetLife Investment Management
New Jersey
$272K – – –
FHB
84
First Hawaiian Bank
Hawaii
$265K – – –
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$262K -$274K -15,133 -51%
Wells Fargo
86
Wells Fargo
California
$258K +$97.1K +5,373 +60%
AIG
87
American International Group
New York
$253K +$976 +54 +0.4%
Creative Planning
88
Creative Planning
Kansas
$242K +$242K +13,368 New
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$241K -$199 -11 -0.1%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$237K +$14.2K +788 +6%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$233K -$41.9K -2,322 -15%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$232K -$194K -10,633 -45%
Deutsche Bank
93
Deutsche Bank
Germany
$230K -$89.9K -4,974 -28%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$227K -$177K -9,794 -44%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$227K – – –
Squarepoint
96
Squarepoint
New York
$221K +$221K +12,230 New
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$216K +$18 +1 +0%
First Trust Advisors
98
First Trust Advisors
Illinois
$212K -$52.2K -2,885 -20%
YIH
99
Y-Intercept (HK)
Hong Kong
$211K +$211K +11,664 New
BWP
100
Bernardo Wealth Planning
Pennsylvania
$200K -$49.4K -2,731 -20%
2 3
4
5 6