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Univest Financial

138 hedge funds and large institutions have $391M invested in Univest Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-2
Holders Change %
-1.43%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
53
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
101
Shell Asset Management
Netherlands
$191K -$1.1K -61 -0.6%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$191K
WA
103
WealthTrust Axiom
Pennsylvania
$189K +$189K +10,434 New
EC
104
Elequin Capital
New York
$182K +$182K +10,045 New
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$181K +$181K +10,006 New
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$174K
HI
107
Hendershot Investments
Virginia
$139K
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$138K -$153K -8,438 -52%
TCOV
109
Trust Company of Vermont
Vermont
$127K
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$112K
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$63.5K +$777 +43 +1%
QCG
112
Quadrant Capital Group
Ohio
$61.4K +$49.1K +2,713 +397%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$60K +$30.2K +1,677 +101%
ACM
114
Aquatic Capital Management
Illinois
$56K +$56K +3,100 New
AB
115
Amalgamated Bank
New York
$51K -$2.37K -132 -4%
Bessemer Group
116
Bessemer Group
New Jersey
$48K
Canada Life
117
Canada Life
Manitoba, Canada
$46K -$12.6K -689 -22%
AIP
118
Ameritas Investment Partners
Nebraska
$40.9K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$38.9K -$3.89K -215 -9%
S
120
SignatureFD
Georgia
$28.7K +$16.9K +932 +142%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$27.1K
Osaic Holdings
122
Osaic Holdings
Arizona
$26.9K -$34.6K -1,912 -56%
US Bancorp
123
US Bancorp
Minnesota
$26K +$13.8K +761 +113%
Lazard Asset Management
124
Lazard Asset Management
New York
$21K
KTC
125
Kistler-Tiffany Companies
Pennsylvania
$18.1K