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Univest Financial
UVSP

Overview Fund Activity

182 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.3M
2
Millennium Management
2
Millennium Management
New York
$4.02M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.14M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.35M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.7M
2
BlackRock
2
BlackRock
New York
$97.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.24M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
UBS Group
5
UBS Group
Switzerland
$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Armis Advisers
Georgia
$590K – – –
GF
77
Gabelli Funds
New York
$589K +$589K +19,597 New
IIM
78
INTECH Investment Management
Florida
$585K -$182K -6,045 -24%
Los Angeles Capital Management
79
Los Angeles Capital Management
California
$580K -$121K -4,030 -17%
Rafferty Asset Management
80
Rafferty Asset Management
New York
$565K +$78.3K +2,608 +16%
First Trust Advisors
81
First Trust Advisors
Illinois
$562K +$29.7K +988 +6%
Universal-Beteiligungs- und Servicegesellschaft
82
Universal-Beteiligungs- und Servicegesellschaft
Germany
$528K +$145K +4,820 +38%
A
83
AlphaQuest
New York
$521K +$304K +10,135 +141%
KK
84
KLP Kapitalforvaltning
Norway
$520K – – –
MIM
85
MetLife Investment Management
New Jersey
$518K – – –
SCM
86
Sterling Capital Management
North Carolina
$497K +$8.29K +276 +2%
Mirae Asset Global ETFs Holdings
87
Mirae Asset Global ETFs Holdings
Hong Kong
$474K -$41.4K -1,377 -8%
LPL Financial
88
LPL Financial
California
$468K -$62.5K -2,081 -12%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$459K +$140K +4,286 +44%
AF
90
Apexium Financial
Texas
$450K -$11.4K -379 -2%
LSV Asset Management
91
LSV Asset Management
Illinois
$448K – – –
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$435K +$211K +7,012 +94%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$432K +$210K +7,000 +95%
AWS
94
Atria Wealth Solutions
New York
$416K – – –
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$396K – – –
IC
96
IEQ Capital
California
$377K +$134K +4,467 +55%
First Manhattan
97
First Manhattan
New York
$374K – – –
Man Group
98
Man Group
United Kingdom
$369K +$369K +12,292 New
CSP
99
Cary Street Partners
Virginia
$360K – – –
IA
100
Insight Advisors
Pennsylvania
$353K -$353K -11,750 -50%
2 3
4
5 6