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Univest Financial

182 hedge funds and large institutions have $668M invested in Univest Financial in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.32M
2 +$1.59M
3 +$1.12M
4
SEI Investments
SEI Investments
Pennsylvania
+$1.01M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1M

Top Sellers

1 -$4.59M
2 -$4.44M
3 -$4.25M
4
UBS Group
UBS Group
Switzerland
-$1.81M
5
PAM
Panagora Asset Management
Massachusetts
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$394K
First Manhattan
102
First Manhattan
New York
$373K
CSP
103
Cary Street Partners
Virginia
$360K
SCM
104
Semanteon Capital Management
Massachusetts
$358K
IA
105
Insight Advisors
Pennsylvania
$353K
Natixis Advisors
106
Natixis Advisors
Massachusetts
$345K
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$320K
WA
108
WealthTrust Axiom
Pennsylvania
$307K
SLG
109
Stanley-Laman Group
Pennsylvania
$297K
ZIM
110
Zacks Investment Management
Illinois
$294K
PCM
111
Polymer Capital Management
New York
$290K
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$288K
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$280K
OQS
114
Occudo Quantitative Strategies
Florida
$276K
A
115
AlphaQuest
New York
$260K
ASRS
116
Arizona State Retirement System
Arizona
$256K
QCG
117
Quadrant Capital Group
Ohio
$250K
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$249K
Cerity Partners
119
Cerity Partners
New York
$246K
Comerica Bank
120
Comerica Bank
Texas
$241K
PFSRSONJ
121
Police & Firemen's Retirement System of New Jersey
New Jersey
$241K
HI
122
Hendershot Investments
Virginia
$231K
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$218K
TCOV
124
Trust Company of Vermont
Vermont
$210K
ECM
125
Evergreen Capital Management
Washington
$208K