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Univest Financial
UVSP

Overview Fund Activity

138 hedge funds and large institutions have $456M invested in Univest Financial in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
49
Reduced
44
Closed
17
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$48K

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$5.96M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$8.97M
3
American Century Companies
3
American Century Companies
Missouri
$8.3M
4
RA
4
Royce & Associates
New York
$5.77M
5
Invesco
5
Invesco
Georgia
$2.22M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.58M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$27.5M
4
BlackRock
4
BlackRock
New York
$70.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$202K +$202K +9,724 New
YIH
102
Y-Intercept (HK)
Hong Kong
$201K -$10.8K -519 -5%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$200K – – –
QCG
104
Quadrant Capital Group
Ohio
$185K -$3.25K -156 -2%
Comerica Bank
105
Comerica Bank
Texas
$179K +$178K +8,535 +11,534%
SAM
106
Shell Asset Management
Netherlands
$165K -$16K -701 -9%
HI
107
Hendershot Investments
Virginia
$160K – – –
TCOV
108
Trust Company of Vermont
Vermont
$146K – – –
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$129K – – –
Canada Life
110
Canada Life
Manitoba, Canada
$115K -$2.03K -98 -2%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$86.1K -$3.06K -147 -3%
S
112
SignatureFD
Georgia
$61.6K +$2.23K +107 +4%
AIP
113
Ameritas Investment Partners
Nebraska
$59.6K – – –
Bessemer Group
114
Bessemer Group
New Jersey
$55K – – –
PA
115
Parallel Advisors
California
$47.3K – – –
PAS
116
Point72 Asia (Singapore)
Singapore
$41.3K +$41.3K +1,983 New
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$32.1K -$6.62K -318 -17%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$31K -$112K -5,355 -78%
LC
119
Lindbrook Capital
California
$25.5K – – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$25K +$11.8K +565 +90%
AB
121
Amalgamated Bank
New York
$21K -$32.7K -1,553 -61%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$20.6K – – –
BBPWM
123
Blue Bell Private Wealth Management
Pennsylvania
$11.5K – – –
US Bancorp
124
US Bancorp
Minnesota
$9.85K +$2.71K +130 +38%
EC
125
EntryPoint Capital
New York
$3.62K -$37.6K -1,804 -91%
3 4
5
6 7