UVSP icon

Univest Financial
UVSP

Overview Fund Activity

134 hedge funds and large institutions have $376M invested in Univest Financial in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
61
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$5.73M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M
3
Charles Schwab
3
Charles Schwab
California
$5.22M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$3.15M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.55M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.1M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$76.5K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
76
New York Life Investment Management
New York
$261K -$41.1K -2,362 -14%
AF
77
Apexium Financial
Texas
$258K -$3.48K -200 -1%
FHB
78
First Hawaiian Bank
Hawaii
$255K – – –
AIG
79
American International Group
New York
$252K +$8.95K +515 +4%
Truist Financial
80
Truist Financial
North Carolina
$240K -$43.9K -2,526 -15%
WAM
81
Watershed Asset Management
California
$240K +$240K +13,782 New
VOYA Investment Management
82
VOYA Investment Management
Georgia
$234K +$6.26K +360 +3%
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$232K +$35 +2 +0%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$224K +$226 +13 +0.1%
Creative Planning
85
Creative Planning
Kansas
$223K -$9.37K -539 -4%
Deutsche Bank
86
Deutsche Bank
Germany
$221K – – –
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$218K – – –
HSBC Holdings
88
HSBC Holdings
United Kingdom
$217K -$4.38K -252 -2%
OQS
89
Occudo Quantitative Strategies
Florida
$214K +$214K +12,341 New
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$212K +$28.7K +1,650 +16%
AIM
91
Aigen Investment Management
New York
$208K +$208K +11,974 New
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$207K +$17 +1 +0%
TI
93
Trexquant Investment
Connecticut
$202K +$202K +11,651 New
B
94
Bailard
California
$191K +$191K +11,000 New
EFG
95
Everhart Financial Group
Ohio
$190K +$190K +10,942 New
Wells Fargo
96
Wells Fargo
California
$187K -$60.5K -3,482 -24%
SAM
97
Shell Asset Management
Netherlands
$181K -$2.84K -163 -2%
WA
98
WealthTrust Axiom
Pennsylvania
$178K -$3.6K -207 -2%
BWP
99
Bernardo Wealth Planning
Pennsylvania
$175K -$16.8K -964 -9%
Citigroup
100
Citigroup
New York
$167K -$203K -11,690 -55%
2 3
4
5 6