We are live on ! Find out more
UVSP icon

Univest Financial

208 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

6% more capital invested

Capital invested by funds: $722M → $766M (+$43.9M)

6% more funds holding

Funds holding: 197208 (+11)

2.16% more ownership

Funds ownership: 77.46%79.62% (+2.2%)

86% less call options, than puts

Call options by funds: $236K | Put options by funds: $1.67M

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
78
Reduced
54
Closed
16
Calls
$236K
Puts
$1.67M
Net Calls
-$1.43M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
76
ExodusPoint Capital Management
New York
$835K +$824K +24,362 New
BBA
77
BLB&B Advisors
Pennsylvania
$819K
Deutsche Bank
78
Deutsche Bank
Germany
$808K +$198K +5,854 +33%
BWP
79
Bernardo Wealth Planning
Pennsylvania
$807K +$1.66K +49 +0.2%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$799K +$288K +8,527 +58%
Universal-Beteiligungs- und Servicegesellschaft
81
Universal-Beteiligungs- und Servicegesellschaft
Germany
$765K
IWA
82
IVC Wealth Advisors
Pennsylvania
$752K -$16.6K -490 -2%
LCM
83
Legato Capital Management
California
$733K +$226K +6,669 +45%
Allianz Asset Management
84
Allianz Asset Management
Germany
$727K
SO
85
STRS Ohio
Ohio
$706K +$20.3K +600 +3%
AA
86
Armis Advisers
Georgia
$705K +$1.18K +35 +0.2%
Citigroup
87
Citigroup
New York
$688K +$64.8K +1,915 +11%
Victory Capital Management
88
Victory Capital Management
Texas
$671K -$33.8K -1,000 -5%
GF
89
Gabelli Funds
New York
$671K
SC
90
Savant Capital
Illinois
$651K +$3.45K +102 +0.5%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$642K +$634K +18,753 New
VAM
92
Vanguard Asset Management
$634K +$625K +18,491 New
Legal & General Group
93
Legal & General Group
United Kingdom
$633K -$135K -3,987 -18%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$630K
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$593K +$586K +17,319 New
KK
96
KLP Kapitalforvaltning
Norway
$593K
Rafferty Asset Management
97
Rafferty Asset Management
New York
$588K +$125K +3,688 +27%
Los Angeles Capital Management
98
Los Angeles Capital Management
California
$568K -$14.8K -439 -3%
VGA
99
Vanguard Global Advisers
Pennsylvania
$546K +$539K +15,947 New
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$541K -$49.1K -1,453 -9%