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Univest Financial
UVSP

Overview Fund Activity

173 hedge funds and large institutions have $668M invested in Univest Financial in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$11.8M
2
State Street
2
State Street
Massachusetts
$28.3M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M
4
American Century Companies
4
American Century Companies
Missouri
$18.7M
5
UBS Group
5
UBS Group
Switzerland
$2.56M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$3.41M
2
RA
2
Royce & Associates
New York
$5.38M
3
Jane Street
3
Jane Street
New York
$0
4
Pzena Investment Management
4
Pzena Investment Management
New York
$33.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$552K +$109K +3,701 +25%
BW
77
Bison Wealth
Georgia
$550K – – –
CCIA
78
Campbell & Co Investment Adviser
Maryland
$538K -$72.8K -2,466 -12%
SCM
79
Sterling Capital Management
North Carolina
$538K +$24.4K +826 +5%
First Trust Advisors
80
First Trust Advisors
Illinois
$522K +$974 +33 +0.2%
MIM
81
MetLife Investment Management
New Jersey
$518K +$28.6K +969 +6%
KeyBank National Association
82
KeyBank National Association
Ohio
$516K – – –
KK
83
KLP Kapitalforvaltning
Norway
$511K +$511K +17,300 New
Mirae Asset Global ETFs Holdings
84
Mirae Asset Global ETFs Holdings
Hong Kong
$486K +$18.1K +614 +4%
IIM
85
INTECH Investment Management
Florida
$463K +$463K +15,675 New
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$450K +$132K +4,462 +41%
KTA
87
Keeley-Teton Advisors
Illinois
$448K -$71.1K -2,408 -14%
LSV Asset Management
88
LSV Asset Management
Illinois
$440K -$180K -6,100 -29%
AF
89
Apexium Financial
Texas
$438K – – –
FHB
90
First Hawaiian Bank
Hawaii
$432K – – –
A
91
AlphaQuest
New York
$430K +$207K +7,024 +93%
CF
92
Corebridge Financial
Texas
$424K -$32K -1,085 -7%
AWS
93
Atria Wealth Solutions
New York
$409K – – –
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$389K – – –
First Manhattan
95
First Manhattan
New York
$377K – – –
CSP
96
Cary Street Partners
Virginia
$354K +$354K +11,988 New
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$349K +$167K +5,644 +91%
IA
98
Insight Advisors
Pennsylvania
$348K -$104K -3,500 -23%
TSS
99
Two Sigma Securities
New York
$334K +$334K +11,304 New
BWP
100
Bernardo Wealth Planning
Pennsylvania
$330K -$27.6K -997 -8%
2 3
4
5 6