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Univest Financial
UVSP

Overview Fund Activity

156 hedge funds and large institutions have $627M invested in Univest Financial in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
45
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.62M
2
UF
2
Univest Financial
Pennsylvania
$15M
3
BlackRock
3
BlackRock
New York
$97.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.82M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.8M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$33.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$497K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.11M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTA
76
Keeley-Teton Advisors
Illinois
$495K – – –
KeyBank National Association
77
KeyBank National Association
Ohio
$492K -$506K -17,989 -51%
SCM
78
Sterling Capital Management
North Carolina
$489K +$489K +17,390 New
MIM
79
MetLife Investment Management
New Jersey
$467K – – –
Mirae Asset Global ETFs Holdings
80
Mirae Asset Global ETFs Holdings
Hong Kong
$446K +$34.1K +1,211 +8%
CF
81
Corebridge Financial
Texas
$435K -$2.67K -95 -0.6%
IA
82
Insight Advisors
Pennsylvania
$429K -$28.1K -1,000 -6%
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$428K +$428K +15,244 New
Wells Fargo
84
Wells Fargo
California
$422K +$16K +568 +4%
AF
85
Apexium Financial
Texas
$418K – – –
Connor, Clark & Lunn Investment Management (CC&L)
86
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$417K +$417K +14,832 New
FHB
87
First Hawaiian Bank
Hawaii
$412K – – –
AWS
88
Atria Wealth Solutions
New York
$390K +$390K +13,859 New
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$371K – – –
BWP
90
Bernardo Wealth Planning
Pennsylvania
$370K +$86 +3 +0%
First Manhattan
91
First Manhattan
New York
$359K – – –
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$346K -$229K -8,124 -40%
OQS
93
Occudo Quantitative Strategies
Florida
$345K +$85.7K +3,046 +33%
CSPIA
94
Cary Street Partners Investment Advisory
Virginia
$339K – – –
VOYA Investment Management
95
VOYA Investment Management
Georgia
$307K -$7.8K -277 -2%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$306K -$30.5K -1,086 -9%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$303K +$303K +10,782 New
CIM
98
Cambria Investment Management
California
$292K +$292K +10,375 New
SG Americas Securities
99
SG Americas Securities
New York
$289K +$289K +10,262 New
WA
100
WealthTrust Axiom
Pennsylvania
$288K – – –
2 3
4
5 6