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Univest Financial
UVSP

Overview Fund Activity

127 hedge funds and large institutions have $328M invested in Univest Financial in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 26 closing their positions.

Holders
127
Holders Change
-21
Holders Change %
-14.19%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
49
Reduced
46
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$24M
2
FCM
2
FJ Capital Management
Virginia
$1.87M
3
Victory Capital Management
3
Victory Capital Management
Texas
$2.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05M
5
PAM
5
Panagora Asset Management
Massachusetts
$544K

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$9.74M
2
OAM
2
Oxford Asset Management
United Kingdom
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$15.7M
4
Millennium Management
4
Millennium Management
New York
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.73M
Name Market Value Shares Shares
Change 		Shares
Change %
S
126
SignatureFD
Georgia
$4K 251 +251 New
JCM
127
Jacobi Capital Management
Pennsylvania
$2K 100 – –
FHA
128
First Horizon Advisors
Tennessee
$1K 80 – –
OAM
129
Oxford Asset Management
United Kingdom
– – -97,717 Closed
Millennium Management
130
Millennium Management
New York
– – -86,717 Closed
Marshall Wace
131
Marshall Wace
United Kingdom
– – -51,632 Closed
WSL
132
Western Standard LLC
California
– – -43,800 Closed
Squarepoint
133
Squarepoint
New York
– – -33,734 Closed
GCP
134
GSA Capital Partners
United Kingdom
– – -33,205 Closed
DCM
135
Dupont Capital Management
Delaware
– – -20,912 Closed
WCM
136
Weld Capital Management
New York
– – -19,446 Closed
TU
137
TDAM USA
Ontario, Canada
– – -19,047 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
138
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -18,800 Closed
AA
139
ALPS Advisors
Colorado
– – -13,367 Closed
CCIA
140
Campbell & Co Investment Adviser
Maryland
– – -13,168 Closed
Connor, Clark & Lunn Investment Management (CC&L)
141
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -11,850 Closed
OC
142
Oppenheimer & Co
New York
– – -10,876 Closed
HSA
143
HBK Sorce Advisory
Pennsylvania
– – -10,305 Closed
WIA
144
Westbourne Investment Advisors
Maryland
– – -9,616 Closed
TBA
145
Tower Bridge Advisors
Pennsylvania
– – -9,282 Closed
ARTA
146
A.R.T. Advisors
New York
– – -8,253 Closed
B
147
Bailard
California
– – -8,200 Closed
AL
148
AJO LP
Pennsylvania
– – -2,828 Closed
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
– – -1,263 Closed
CFGS
150
Concourse Financial Group Securities
Alabama
– – -717 Closed
3 4 5
6
7