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Univest Financial
UVSP

Overview Fund Activity

173 hedge funds and large institutions have $668M invested in Univest Financial in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$11.8M
2
State Street
2
State Street
Massachusetts
$28.3M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M
4
American Century Companies
4
American Century Companies
Missouri
$18.7M
5
UBS Group
5
UBS Group
Switzerland
$2.56M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$3.41M
2
RA
2
Royce & Associates
New York
$5.38M
3
Jane Street
3
Jane Street
New York
$0
4
Pzena Investment Management
4
Pzena Investment Management
New York
$33.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$321K – – –
CIM
102
Cambria Investment Management
California
$313K +$7.11K +241 +2%
WA
103
WealthTrust Axiom
Pennsylvania
$302K – – –
VOYA Investment Management
104
VOYA Investment Management
Georgia
$296K -$25.9K -878 -8%
SLG
105
Stanley-Laman Group
Pennsylvania
$292K – – –
TI
106
Trexquant Investment
Connecticut
$290K +$290K +9,816 New
ZIM
107
Zacks Investment Management
Illinois
$289K +$289K +9,793 New
SG Americas Securities
108
SG Americas Securities
New York
$286K -$17.1K -580 -6%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$283K – – –
New York State Common Retirement Fund
110
New York State Common Retirement Fund
New York
$275K – – –
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$261K +$10K +340 +4%
QCG
112
Quadrant Capital Group
Ohio
$258K – – –
ASRS
113
Arizona State Retirement System
Arizona
$250K +$826 +28 +0.3%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$244K +$244K +8,284 New
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$244K – – –
ProShare Advisors
116
ProShare Advisors
Maryland
$240K +$240K +8,148 New
CC
117
Centiva Capital
New York
$238K +$18.9K +639 +9%
ECM
118
Evergreen Capital Management
Washington
$231K – – –
HI
119
Hendershot Investments
Virginia
$227K – – –
CIP
120
Cornerstone Investment Partners
Georgia
$224K +$148 +5 +0.1%
TCOV
121
Trust Company of Vermont
Vermont
$207K – – –
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$205K +$22.1K +748 +12%
SAM
123
Shell Asset Management
Netherlands
$201K -$649 -22 -0.3%
Comerica Bank
124
Comerica Bank
Texas
$196K -$23.7K -802 -11%
PFSRSONJ
125
Police & Firemen's Retirement System of New Jersey
New Jersey
$179K +$179K +6,066 New
3 4
5
6 7