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Univest Financial
UVSP

Overview Fund Activity

125 hedge funds and large institutions have $423M invested in Univest Financial in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
35
Reduced
45
Closed
11
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
–

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$9.13M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.3M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$39.4M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.9M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.36M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$22.5M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.2M
4
Wells Fargo
4
Wells Fargo
California
$6.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$119K -$16.3K -792 -12%
US Bancorp
102
US Bancorp
Minnesota
$97K +$9.68K +472 +11%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$77K +$20.5K +1,000 +36%
AAP
104
Arax Advisory Partners
Colorado
$58K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$53K – – –
Canada Life
106
Canada Life
Manitoba, Canada
$49K -$268 -13 -0.5%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$49K -$181 -9 -0.4%
TRCT
108
Tower Research Capital (TRC)
New York
$40K -$144K -6,833 -78%
PWPS
109
Pinnacle Wealth Planning Services
Ohio
$28K +$28K +1,359 New
CAM
110
Costello Asset Management
Pennsylvania
$23K +$23K +1,100 New
KTC
111
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
GWM
112
Geneos Wealth Management
Colorado
$20K +$403 +14 +2%
Osaic Holdings
113
Osaic Holdings
Arizona
$17K -$17.3K -845 -50%
CIAS
114
CBIZ Investment Advisory Services
Ohio
$16K -$11K – –
QCG
115
Quadrant Capital Group
Ohio
$11K – – –
PA
116
Parallel Advisors
California
$10K +$1.12K +52 +13%
S
117
SignatureFD
Georgia
$8K -$7.61K -347 -49%
Macquarie Group
118
Macquarie Group
Australia
$8K – – –
HR
119
Howe & Rusling
New York
$5K +$556 +29 +13%
PAM
120
Panagora Asset Management
Massachusetts
$3K -$24.7K -1,368 -89%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$3K +$3K +172 New
GEA
122
Glen Eagle Advisors
New Jersey
$2.55K – – –
JCM
123
Jacobi Capital Management
Pennsylvania
$2K – – –
BCA
124
Berman Capital Advisors
Georgia
$1K – – –
EFSCE
125
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +67 New
2 3 4
5
6