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Univest Financial
UVSP

Overview Fund Activity

138 hedge funds and large institutions have $456M invested in Univest Financial in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
49
Reduced
44
Closed
17
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$48K

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$5.96M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$8.97M
3
American Century Companies
3
American Century Companies
Missouri
$8.3M
4
RA
4
Royce & Associates
New York
$5.77M
5
Invesco
5
Invesco
Georgia
$2.22M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.58M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$27.5M
4
BlackRock
4
BlackRock
New York
$70.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTA
76
Keeley-Teton Advisors
Illinois
$366K – – –
CCIA
77
Campbell & Co Investment Adviser
Maryland
$352K +$53K +2,546 +18%
First Manhattan
78
First Manhattan
New York
$349K -$20.9K -1,006 -6%
A
79
AlphaQuest
New York
$344K +$344K +16,534 New
IA
80
Insight Advisors
Pennsylvania
$338K – – –
TI
81
Trexquant Investment
Connecticut
$320K +$320K +15,376 New
MIM
82
MetLife Investment Management
New Jersey
$313K – – –
AF
83
Apexium Financial
Texas
$309K – – –
FHB
84
First Hawaiian Bank
Hawaii
$305K – – –
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$301K – – –
AIG
86
American International Group
New York
$298K -$2.56K -123 -0.9%
Tudor Investment Corp
87
Tudor Investment Corp
Connecticut
$295K -$179K -8,594 -38%
Citadel Advisors
88
Citadel Advisors
Florida
$291K -$80.4K -3,863 -22%
Millennium Management
89
Millennium Management
New York
$279K +$279K +13,409 New
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$277K +$42 +2 +0%
Deutsche Bank
91
Deutsche Bank
Germany
$274K +$9.18K +441 +3%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$269K -$292 -14 -0.1%
BWP
93
Bernardo Wealth Planning
Pennsylvania
$260K +$260K +12,493 New
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$252K +$5.56K +267 +2%
JF
95
Jump Financial
Illinois
$251K +$251K +12,076 New
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$250K – – –
VOYA Investment Management
97
VOYA Investment Management
Georgia
$228K -$51.2K -2,457 -18%
Wells Fargo
98
Wells Fargo
California
$218K -$43.3K -2,078 -17%
WA
99
WealthTrust Axiom
Pennsylvania
$213K – – –
SLG
100
Stanley-Laman Group
Pennsylvania
$206K – – –
2 3
4
5 6