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Univest Financial

139 hedge funds and large institutions have $495M invested in Univest Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
47
Reduced
47
Closed
15
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Shares
Change %
A
101
AlphaQuest
New York
$174K -$203K -8,898 -54%
Comerica Bank
102
Comerica Bank
Texas
$172K -$24.9K -1,092 -13%
TCOV
103
Trust Company of Vermont
Vermont
$160K
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$141K
Canada Life
105
Canada Life
Manitoba, Canada
$126K -$571 -25 -0.5%
AWM
106
Ariadne Wealth Management
California
$124K +$124K +10,137 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$99.9K +$5.5K +241 +6%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$85K +$57.8K +2,538 +213%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$76K +$42.3K +1,857 +126%
S
110
SignatureFD
Georgia
$66.7K -$845 -37 -1%
AIP
111
Ameritas Investment Partners
Nebraska
$65.3K
Bessemer Group
112
Bessemer Group
New Jersey
$61K
PA
113
Parallel Advisors
California
$51.8K
LC
114
Lindbrook Capital
California
$35.2K +$7.19K +315 +26%
EC
115
EntryPoint Capital
New York
$32K +$28K +1,226 +705%
IC
116
Innealta Capital
Texas
$28.2K +$28.2K +1,236 New
AB
117
Amalgamated Bank
New York
$23K
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$22.6K
PAS
119
Point72 Asia (Singapore)
Singapore
$18.4K -$26.9K -1,176 -59%
AAP
120
Arax Advisory Partners
Colorado
$16.4K +$16.4K +719 New
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$14.1K +$14.1K +619 New
US Bancorp
122
US Bancorp
Minnesota
$14.1K +$3.27K +143 +30%
BBPWM
123
Blue Bell Private Wealth Management
Pennsylvania
$12.6K
Russell Investments Group
124
Russell Investments Group
United Kingdom
$4.36K +$4.36K +191 New
CMBA
125
C.M. Bidwell & Associates
Hawaii
$3.84K +$3.84K +168 New