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Univest Financial
UVSP

Overview Fund Activity

179 hedge funds and large institutions have $646M invested in Univest Financial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
57
Reduced
60
Closed
11
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.95M
2
UBS Group
2
UBS Group
Switzerland
$5.69M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$48.1M
5
Jane Street
5
Jane Street
New York
$1.47M

Top Sellers

1
State Street
1
State Street
Massachusetts
$24.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.4M
3
Prudential Financial
3
Prudential Financial
New Jersey
$2.46M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$8.75M
5
RA
5
Royce & Associates
New York
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
101
Polymer Capital Management
New York
$303K +$303K +10,685 New
WA
102
WealthTrust Axiom
Pennsylvania
$290K – – –
SLG
103
Stanley-Laman Group
Pennsylvania
$280K – – –
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$277K +$25.6K +903 +10%
SC
105
Savant Capital
Illinois
$273K +$273K +9,611 New
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$272K – – –
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$264K – – –
VOYA Investment Management
108
VOYA Investment Management
Georgia
$261K -$24.2K -854 -9%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$249K +$52.4K +1,850 +27%
QCG
110
Quadrant Capital Group
Ohio
$247K -$397 -14 -0.2%
Squarepoint
111
Squarepoint
New York
$236K +$236K +8,324 New
ASRS
112
Arizona State Retirement System
Arizona
$235K -$4.51K -159 -2%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$235K – – –
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$235K – – –
IC
115
IEQ Capital
California
$229K +$229K +8,074 New
Citadel Advisors
116
Citadel Advisors
Florida
$229K +$229K +8,065 New
Verition Fund Management
117
Verition Fund Management
Connecticut
$227K +$227K +8,013 New
B
118
Bailard
California
$227K -$372K -13,132 -62%
ECM
119
Evergreen Capital Management
Washington
$227K +$4.99K +176 +2%
TSS
120
Two Sigma Securities
New York
$222K -$98.6K -3,475 -31%
XT
121
XTX Topco
Cayman Islands
$221K +$221K +7,796 New
HI
122
Hendershot Investments
Virginia
$218K – – –
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$212K -$124K -4,376 -37%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$209K -$491K -17,341 -70%
A
125
AlphaQuest
New York
$204K -$209K -7,364 -51%
3 4
5
6 7