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Univest Financial
UVSP

Overview Fund Activity

127 hedge funds and large institutions have $328M invested in Univest Financial in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 26 closing their positions.

Holders
127
Holders Change
-21
Holders Change %
-14.19%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
49
Reduced
46
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$24M
2
FCM
2
FJ Capital Management
Virginia
$1.87M
3
Victory Capital Management
3
Victory Capital Management
Texas
$2.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05M
5
PAM
5
Panagora Asset Management
Massachusetts
$544K

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$9.74M
2
OAM
2
Oxford Asset Management
United Kingdom
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$15.7M
4
Millennium Management
4
Millennium Management
New York
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$172K 10,568 – –
SRAM
102
Stone Ridge Asset Management
New York
$171K 10,490 +300 +3%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$164K 10,064 +10,064 New
GC
104
Globeflex Capital
California
$160K 9,824 – –
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$157K 9,600 – –
Citigroup
106
Citigroup
New York
$153K 9,364 +2,006 +27%
Morgan Stanley
107
Morgan Stanley
New York
$152K 9,353 -57,576 -86%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$146K 8,932 +5,608 +169%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$143K 8,805 +431 +5%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$139K 8,518 – –
Legal & General Group
111
Legal & General Group
United Kingdom
$132K 8,091 -1,387 -15%
HI
112
Hendershot Investments
Virginia
$125K 7,679 – –
SG Americas Securities
113
SG Americas Securities
New York
$102K 6,224 +1,940 +45%
US Bancorp
114
US Bancorp
Minnesota
$77K 4,691 +400 +9%
MAM
115
Meeder Asset Management
Ohio
$46K 2,811 -9,400 -77%
Canada Life
116
Canada Life
Manitoba, Canada
$46K 2,826 +316 +13%
AIP
117
Ameritas Investment Partners
Nebraska
$42K 2,577 +298 +13%
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$41K 2,500 – –
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$31K 1,927 – –
KTC
120
Kistler-Tiffany Companies
Pennsylvania
$27K 1,000 – –
Federated Hermes
121
Federated Hermes
Pennsylvania
$20K 1,204 +688 +133%
CIAS
122
CBIZ Investment Advisory Services
Ohio
– – – –
GWM
123
Geneos Wealth Management
Colorado
$10K 662 +4 +0.6%
Osaic Holdings
124
Osaic Holdings
Arizona
$10K 623 +623 New
QCG
125
Quadrant Capital Group
Ohio
$6K 352 +352 New
3 4
5
6 7