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Univest Financial

139 hedge funds and large institutions have $495M invested in Univest Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
47
Reduced
47
Closed
15
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
76
MetLife Investment Management
New Jersey
$379K +$35.2K +1,541 +10%
IA
77
Insight Advisors
Pennsylvania
$371K
CF
78
Corebridge Financial
Texas
$355K +$355K +15,564 New
AF
79
Apexium Financial
Texas
$339K
FHB
80
First Hawaiian Bank
Hawaii
$334K
Mirae Asset Global ETFs Holdings
81
Mirae Asset Global ETFs Holdings
Hong Kong
$334K +$334K +14,643 New
CSS
82
Cubist Systematic Strategies
Connecticut
$332K -$473K -20,717 -59%
Wells Fargo
83
Wells Fargo
California
$329K +$90.5K +3,964 +38%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$301K -$3.43K -150 -1%
BWP
85
Bernardo Wealth Planning
Pennsylvania
$295K +$9.84K +431 +3%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$295K +$160 +7 +0.1%
Deutsche Bank
87
Deutsche Bank
Germany
$294K -$6.21K -272 -2%
First Manhattan
88
First Manhattan
New York
$291K -$91.8K -4,021 -24%
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$275K +$1.23K +54 +0.5%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$273K -$3.13K -137 -1%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$256K +$5.98K +262 +2%
HF
92
HRT Financial
New York
$250K -$282K -12,356 -53%
CCIA
93
Campbell & Co Investment Adviser
Maryland
$245K -$142K -6,209 -37%
WA
94
WealthTrust Axiom
Pennsylvania
$233K
SLG
95
Stanley-Laman Group
Pennsylvania
$226K
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$219K
OQS
97
Occudo Quantitative Strategies
Florida
$210K +$210K +9,206 New
QCG
98
Quadrant Capital Group
Ohio
$199K -$4K -175 -2%
TRCT
99
Tower Research Capital (TRC)
New York
$190K +$190K +8,301 New
HI
100
Hendershot Investments
Virginia
$175K