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Univest Financial
UVSP

Overview Fund Activity

141 hedge funds and large institutions have $493M invested in Univest Financial in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
52
Reduced
45
Closed
11
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.1M
2
RA
2
Royce & Associates
New York
$4.58M
3
BlackRock
3
BlackRock
New York
$77M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.3M

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$9.59M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$32.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.32M
4
Millennium Management
4
Millennium Management
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
101
WealthTrust Axiom
Pennsylvania
$225K – – –
YIH
102
Y-Intercept (HK)
Hong Kong
$224K +$224K +10,164 New
SLG
103
Stanley-Laman Group
Pennsylvania
$218K +$218K +9,884 New
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$211K – – –
QCG
105
Quadrant Capital Group
Ohio
$200K +$90.5K +4,108 +83%
TRCT
106
Tower Research Capital (TRC)
New York
$188K +$157K +7,112 +498%
EC
107
Elequin Capital
New York
$177K +$96.4K +4,376 +119%
SAM
108
Shell Asset Management
Netherlands
$175K -$54.2K -2,459 -24%
HI
109
Hendershot Investments
Virginia
$169K – – –
TCOV
110
Trust Company of Vermont
Vermont
$154K – – –
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$151K +$42.3K +1,914 +39%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$136K – – –
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$123K +$26.3K +1,194 +27%
Canada Life
114
Canada Life
Manitoba, Canada
$123K -$3.29K -151 -3%
ACM
115
Aquatic Capital Management
Illinois
$99K +$70.4K +3,200 +246%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$94.3K +$46.1K +2,094 +96%
PMEF
117
Point72 Middle East FZE
United Arab Emirates
$72.6K +$72.6K +3,297 New
AIP
118
Ameritas Investment Partners
Nebraska
$63.1K – – –
S
119
SignatureFD
Georgia
$62.9K +$42.8K +1,941 +213%
Bessemer Group
120
Bessemer Group
New Jersey
$59K – – –
AB
121
Amalgamated Bank
New York
$56K -$6.5K -296 -10%
PA
122
Parallel Advisors
California
$50K +$37.8K +1,714 +308%
EC
123
EntryPoint Capital
New York
$43.6K +$43.6K +1,978 New
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$41K – – –
LC
125
Lindbrook Capital
California
$27K +$25.6K +1,162 +1,788%
3 4
5
6 7