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Univest Financial
UVSP

Overview Fund Activity

131 hedge funds and large institutions have $330M invested in Univest Financial in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
42
Closed
8
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$324K

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.4M
2
Northern Trust
2
Northern Trust
Illinois
$8.73M
3
BlackRock
3
BlackRock
New York
$44.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.8M
5
PPA
5
Parametric Portfolio Associates
Washington
$2.45M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$1.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$1.25M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
BFC
4
Banc Funds Company
Illinois
$1.39M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
IndexIQ Advisors
New York
$176K -$13.2K -815 -7%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$171K – – –
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$155K – – –
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$144K +$910 +56 +0.6%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$137K – – –
Legal & General Group
106
Legal & General Group
United Kingdom
$131K – – –
HI
107
Hendershot Investments
Virginia
$124K – – –
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$117K +$86K +5,341 +277%
AAP
109
Arax Advisory Partners
Colorado
$111K -$80.5K -5,000 -42%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$81K -$150K -9,244 -65%
US Bancorp
111
US Bancorp
Minnesota
$72K -$3.78K -234 -5%
TRCT
112
Tower Research Capital (TRC)
New York
$60K +$60K +3,677 New
Canada Life
113
Canada Life
Manitoba, Canada
$45K -$646 -40 -1%
PAM
114
Panagora Asset Management
Massachusetts
$44K -$494K -30,602 -92%
AIP
115
Ameritas Investment Partners
Nebraska
$42K – – –
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
$40K – – –
PAG
117
Private Advisor Group
New Jersey
$37K +$37K +2,265 New
S
118
SignatureFD
Georgia
$19K +$14.8K +896 +357%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$16.9K -$127K -7,886 -88%
KTC
120
Kistler-Tiffany Companies
Pennsylvania
$16K – – –
CIAS
121
CBIZ Investment Advisory Services
Ohio
$12K -$12K – –
GWM
122
Geneos Wealth Management
Colorado
$10K +$134 +9 +1%
Osaic Holdings
123
Osaic Holdings
Arizona
$10K +$296 +19 +3%
PA
124
Parallel Advisors
California
$10K +$10K +679 New
Macquarie Group
125
Macquarie Group
Australia
$6K +$6K +394 New
2 3 4
5
6