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Univest Financial

147 hedge funds and large institutions have $575M invested in Univest Financial in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
52
Reduced
45
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jacobs Levy Equity Management
101
Jacobs Levy Equity Management
New Jersey
$255K -$27.3K -1,022 -10%
Rafferty Asset Management
102
Rafferty Asset Management
New York
$255K +$16K +600 +7%
DTL
103
Dynamic Technology Lab
Singapore
$232K +$232K +8,660 New
SCA
104
Snowden Capital Advisors
New York
$232K +$232K +8,703 New
HSBC Holdings
105
HSBC Holdings
United Kingdom
$221K +$567 +21 +0.3%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$219K +$219K +8,176 New
ASRS
107
Arizona State Retirement System
Arizona
$213K +$1.2K +45 +0.6%
KTA
108
Keeley-Teton Advisors
Illinois
$206K +$206K +7,700 New
HI
109
Hendershot Investments
Virginia
$205K
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$180K
Osaic Holdings
111
Osaic Holdings
Arizona
$104K +$80K +3,000 +333%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$100K
AB
113
Amalgamated Bank
New York
$93K +$93K +3,483 New
AF
114
Amalgamated Financial
New York
$93K +$93K +3,483 New
Citigroup
115
Citigroup
New York
$85K -$174K -6,558 -67%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$81K +$10.3K +383 +15%
Canada Life
117
Canada Life
Manitoba, Canada
$75K +$11.2K +395 +17%
AIP
118
Ameritas Investment Partners
Nebraska
$61K
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$49K -$16.1M -604,998 -100%
New York State Teachers Retirement System (NYSTRS)
120
New York State Teachers Retirement System (NYSTRS)
New York
$45K
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$43K -$163K -6,099 -79%
QCG
122
Quadrant Capital Group
Ohio
$41K -$18.6K -687 -31%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$37K +$34.6K +1,291 +1,451%
AF
124
Allworth Financial
California
$33K +$32.6K +1,233 +7,706%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$30K -$1.01K -37 -3%