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Univest Financial

137 hedge funds and large institutions have $599M invested in Univest Financial in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 54 reducing their positions, and 5 closing their positions.

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
42
Reduced
54
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HI
101
Hendershot Investments
Virginia
$220K 7,679
ProShare Advisors
102
ProShare Advisors
Maryland
$220K 7,709 +7,709 New
Connor, Clark & Lunn Investment Management (CC&L)
103
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$211K 7,381 +7,381 New
Acadian Asset Management
104
Acadian Asset Management
Massachusetts
$176K 6,140 -52,135 -89%
SG Americas Securities
105
SG Americas Securities
New York
$140K 4,884 -3,119 -39%
US Bancorp
106
US Bancorp
Minnesota
$139K 4,852 +124 +3%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$137K 4,826 +4,826 New
AIP
108
Ameritas Investment Partners
Nebraska
$74K 2,577
Canada Life
109
Canada Life
Manitoba, Canada
$70K 2,493 +116 +5%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$68K 2,424 -6 -0.2%
TRCT
111
Tower Research Capital (TRC)
New York
$34K 1,197 -703 -37%
BCA
112
Berman Capital Advisors
Georgia
$32K 1,134 +1,058 +1,392%
CAM
113
Costello Asset Management
Pennsylvania
$31K 1,100
CSPIA
114
Cary Street Partners Investment Advisory
Virginia
$30K 1,055 +1,055 New
KTC
115
Kistler-Tiffany Companies
Pennsylvania
$29K 1,000
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$21K 741 +741 New
GWM
117
Geneos Wealth Management
Colorado
$19K 694
QCG
118
Quadrant Capital Group
Ohio
$17K 599 +43 +8%
PA
119
Parallel Advisors
California
$17K 579 +115 +25%
Osaic Holdings
120
Osaic Holdings
Arizona
$15K 517 -312 -38%
S
121
SignatureFD
Georgia
$12K 411 +46 +13%
TWA
122
TCI Wealth Advisors
Arizona
$12K 421 +421 New
Macquarie Group
123
Macquarie Group
Australia
$8K 267 -127 -32%
HR
124
Howe & Rusling
New York
$6K 210 -51 -20%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$6K 203 +203 New