UVSP icon

Univest Financial

114 hedge funds and large institutions have $538M invested in Univest Financial in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
Holders Change %
0%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
43
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TDC
101
Thompson Davis & Co
Virginia
$22K
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$19K
APSP
103
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K -$15.9K -589 -48%
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$15K +$14.2K +530 +1,767%
PIA
105
Piedmont Investment Advisors
North Carolina
$14K +$14K +501 New
DAM
106
Delta Asset Management
Tennessee
$8K
RWA
107
River Wealth Advisors
Pennsylvania
$7K +$7K +250 New
NSIM
108
North Star Investment Management
Illinois
$6K +$29 +1 +0.5%
PA
109
Parallel Advisors
California
$5K +$5K +215 New
JCM
110
Jacobi Capital Management
Pennsylvania
$3K
FIA
111
FNY Investment Advisers
New York
$3K +$3K +135 New
AF
112
Advisornet Financial
Minnesota
$1K +$1K +35 New
ZDA
113
Zweig-DiMenna Associates
New York
-$4.63M -167,169 Closed
Millennium Management
114
Millennium Management
New York
-$2.13M -77,056 Closed
MIM
115
Monashee Investment Management
Massachusetts
-$1.78M -64,314 Closed
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
-$876K -31,631 Closed
MWNA
117
Marshall Wace North America
New York
-$603K -21,753 Closed
Federated Hermes
118
Federated Hermes
Pennsylvania
-$491K -17,728 Closed
Marshall Wace
119
Marshall Wace
United Kingdom
-$416K -15,000 Closed
Man Group
120
Man Group
United Kingdom
-$271K -9,790 Closed
TI
121
Trexquant Investment
Connecticut
-$222K -7,997 Closed
GWM
122
Geneos Wealth Management
Colorado
-$13K -500 Closed
FANJ
123
Financial Architects (New Jersey)
New Jersey
-$7K -250 Closed
PMFA
124
Plante Moran Financial Advisors
Michigan
-$1K -31 Closed
APP
125
Avantax Planning Partners
Iowa
-$1K -31 Closed