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Univest Financial
UVSP

Overview Fund Activity

141 hedge funds and large institutions have $493M invested in Univest Financial in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
52
Reduced
45
Closed
11
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.1M
2
RA
2
Royce & Associates
New York
$4.58M
3
BlackRock
3
BlackRock
New York
$77M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.3M

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$9.59M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$32.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.32M
4
Millennium Management
4
Millennium Management
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTA
76
Keeley-Teton Advisors
Illinois
$388K – – –
CSS
77
Cubist Systematic Strategies
Connecticut
$378K -$377K -17,134 -50%
EMFAT
78
Emerald Mutual Fund Advisers Trust
Pennsylvania
$376K -$261K -11,850 -41%
IA
79
Insight Advisors
Pennsylvania
$358K – – –
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$344K +$344K +15,594 New
MIM
81
MetLife Investment Management
New Jersey
$332K – – –
AF
82
Apexium Financial
Texas
$327K – – –
Jane Street
83
Jane Street
New York
$325K +$325K +14,734 New
NYLIM
84
New York Life Investment Management
New York
$323K -$7.42K -337 -2%
FHB
85
First Hawaiian Bank
Hawaii
$323K – – –
AIG
86
American International Group
New York
$318K -$1.28K -58 -0.4%
CCIA
87
Campbell & Co Investment Adviser
Maryland
$317K +$317K +14,376 New
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$302K -$880K -39,923 -74%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$295K -$1.23K -56 -0.4%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$293K -$528 -24 -0.2%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$285K +$221 +10 +0.1%
Deutsche Bank
92
Deutsche Bank
Germany
$280K – – –
Wells Fargo
93
Wells Fargo
California
$276K +$38.9K +1,764 +16%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$276K – – –
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
$264K -$4.41K -200 -2%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$261K -$1.96K -89 -0.7%
AIM
97
Aigen Investment Management
New York
$258K -$5.51K -250 -2%
EFG
98
Everhart Financial Group
Ohio
$249K +$7.6K +345 +3%
GCP
99
GSA Capital Partners
United Kingdom
$247K +$247K +11,228 New
OQS
100
Occudo Quantitative Strategies
Florida
$238K -$33.6K -1,523 -12%
2 3
4
5 6