UVSP icon

Univest Financial
UVSP

Overview Fund Activity

156 hedge funds and large institutions have $627M invested in Univest Financial in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
45
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.62M
2
UF
2
Univest Financial
Pennsylvania
$15M
3
BlackRock
3
BlackRock
New York
$97.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.82M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.8M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$33.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$497K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.11M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLG
101
Stanley-Laman Group
Pennsylvania
$278K – – –
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$270K – – –
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$262K -$101K -3,600 -28%
QCG
104
Quadrant Capital Group
Ohio
$246K – – –
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$239K +$239K +8,508 New
ASRS
106
Arizona State Retirement System
Arizona
$237K +$237K +8,429 New
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$233K +$233K +8,278 New
ECM
108
Evergreen Capital Management
Washington
$220K +$220K +7,823 New
HI
109
Hendershot Investments
Virginia
$216K – – –
CIP
110
Cornerstone Investment Partners
Georgia
$214K +$214K +7,590 New
A
111
AlphaQuest
New York
$212K -$2.5K -89 -1%
Comerica Bank
112
Comerica Bank
Texas
$210K -$1.89K -67 -0.9%
CC
113
Centiva Capital
New York
$209K +$209K +7,431 New
TCOV
114
Trust Company of Vermont
Vermont
$197K – – –
SAM
115
Shell Asset Management
Netherlands
$192K +$192K +6,835 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$174K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$174K +$69.2K +2,465 +66%
Canada Life
118
Canada Life
Manitoba, Canada
$162K +$6.57K +233 +4%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$118K -$5.52K -196 -4%
S
120
SignatureFD
Georgia
$84.5K +$2.25K +80 +3%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$83K -$10.6K -376 -11%
AIP
122
Ameritas Investment Partners
Nebraska
$80.5K – – –
WSFS
123
Wilmington Savings Fund Society
Delaware
$78.8K +$78.8K +2,802 New
Bessemer Group
124
Bessemer Group
New Jersey
$78K +$3.1K +110 +4%
BGA
125
Battery Global Advisors
Massachusetts
$73.8K +$73.8K +2,623 New
3 4
5
6 7