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Univest Financial

179 hedge funds and large institutions have $646M invested in Univest Financial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
57
Reduced
60
Closed
11
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Shares
Change %
SO
76
STRS Ohio
Ohio
$596K -$28.4K -1,000 -5%
KTA
77
Keeley-Teton Advisors
Illinois
$588K +$157K +5,527 +36%
SG Americas Securities
78
SG Americas Securities
New York
$570K +$296K +10,426 +108%
AA
79
Armis Advisers
Georgia
$550K +$550K +18,630 New
Wells Fargo
80
Wells Fargo
California
$547K +$17.2K +606 +3%
TI
81
Trexquant Investment
Connecticut
$505K +$226K +7,980 +81%
First Trust Advisors
82
First Trust Advisors
Illinois
$502K +$964 +34 +0.2%
LPL Financial
83
LPL Financial
California
$501K -$294K -10,360 -37%
KeyBank National Association
84
KeyBank National Association
Ohio
$496K
KK
85
KLP Kapitalforvaltning
Norway
$491K
MIM
86
MetLife Investment Management
New Jersey
$489K -$8.88K -313 -2%
Mirae Asset Global ETFs Holdings
87
Mirae Asset Global ETFs Holdings
Hong Kong
$487K +$19.9K +703 +4%
SCM
88
Sterling Capital Management
North Carolina
$462K -$54.9K -1,937 -11%
Rafferty Asset Management
89
Rafferty Asset Management
New York
$459K -$134K -4,717 -23%
AF
90
Apexium Financial
Texas
$435K +$14.2K +500 +3%
LSV Asset Management
91
LSV Asset Management
Illinois
$423K
CF
92
Corebridge Financial
Texas
$402K -$5.98K -211 -1%
AWS
93
Atria Wealth Solutions
New York
$393K
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$378K
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
$361K +$361K +12,745 New
First Manhattan
96
First Manhattan
New York
$353K -$9.3K -328 -3%
CSP
97
Cary Street Partners
Virginia
$340K
BWP
98
Bernardo Wealth Planning
Pennsylvania
$338K +$85 +3 +0%
ZIM
99
Zacks Investment Management
Illinois
$321K +$42.9K +1,511 +15%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$309K