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Univest Financial
UVSP

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

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

11% more funds holding

Funds holding: 156 → 173 (+17)

7% more capital invested

Capital invested by funds: $627M → $668M (+$41.2M)

1.58% more ownership

Funds ownership: 76.35% → 77.93% (+1.6%)

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.28%
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

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$7.76M
2
State Street
State Street
Massachusetts
+$2.55M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.26M
4
American Century Companies
American Century Companies
Missouri
+$2.12M
5
UBS Group
UBS Group
Switzerland
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.35M
2
RA
Royce & Associates
New York
-$1.81M
3
Jane Street
Jane Street
New York
-$1.37M
4
Pzena Investment Management
Pzena Investment Management
New York
-$1.21M
5
N
Nuveen
North Carolina
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$321K – – –
CIM
102
Cambria Investment Management
California
$313K +$7.16K +241 +2%
WA
103
WealthTrust Axiom
Pennsylvania
$302K – – –
VOYA Investment Management
104
VOYA Investment Management
Georgia
$296K -$26.1K -878 -8%
SLG
105
Stanley-Laman Group
Pennsylvania
$292K – – –
TI
106
Trexquant Investment
Connecticut
$290K +$292K +9,816 New
ZIM
107
Zacks Investment Management
Illinois
$289K +$291K +9,793 New
SG Americas Securities
108
SG Americas Securities
New York
$286K -$17.2K -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 +$10.1K +340 +4%
QCG
112
Quadrant Capital Group
Ohio
$258K – – –
ASRS
113
Arizona State Retirement System
Arizona
$250K +$832 +28 +0.3%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$244K +$246K +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 +$242K +8,148 New
CC
117
Centiva Capital
New York
$238K +$19K +639 +9%
ECM
118
Evergreen Capital Management
Washington
$231K – – –
HI
119
Hendershot Investments
Virginia
$227K – – –
CIP
120
Cornerstone Investment Partners
Georgia
$224K +$149 +5 +0.1%
TCOV
121
Trust Company of Vermont
Vermont
$207K – – –
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$205K +$22.2K +748 +12%
SAM
123
Shell Asset Management
Netherlands
$201K -$654 -22 -0.3%
Comerica Bank
124
Comerica Bank
Texas
$196K -$23.8K -802 -11%
PFSRSONJ
125
Police & Firemen's Retirement System of New Jersey
New Jersey
$179K +$180K +6,066 New
3 4
5
6 7

UVSP Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2024, worth a combined $668M — up 6.6% from $627M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UVSP positions and 9 closed out — a net gain of 18 holders — while 60 added to existing stakes and 47 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.76M. The largest seller was Assenagon Asset Management, cutting an estimated $3.35M.

  • 173 institutional investors held Univest Financial (UVSP) as of Q4 2024, up from 156 in Q3 2024.
  • Funds reported $668M of Univest Financial stock for Q4 2024, up 6.6% quarter-over-quarter.
  • 27 funds opened new Univest Financial positions in Q4 2024 and 9 closed out, a net change of +18 holders.
  • The largest Univest Financial buyer in Q4 2024 was Ameriprise, an estimated $7.76M added.
  • The largest Univest Financial seller in Q4 2024 was Assenagon Asset Management, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2024.