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Univest Financial
UVSP

Overview Fund Activity

131 hedge funds and large institutions have $330M invested in Univest Financial in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
42
Closed
8
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$324K

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.4M
2
Northern Trust
2
Northern Trust
Illinois
$8.73M
3
BlackRock
3
BlackRock
New York
$44.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.8M
5
PPA
5
Parametric Portfolio Associates
Washington
$2.45M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$1.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$1.25M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
BFC
4
Banc Funds Company
Illinois
$1.39M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$5K -$847 -51 -14%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$3K +$3K +155 New
HR
128
Howe & Rusling
New York
$3K +$3K +171 New
GEA
129
Glen Eagle Advisors
New Jersey
$2K +$2K +124 New
JCM
130
Jacobi Capital Management
Pennsylvania
$2K – – –
FHA
131
First Horizon Advisors
Tennessee
$1K – – –
CAW
132
Cornerstone Advisors (Washington)
Washington
$1K +$1K +49 New
Wellington Management Group
133
Wellington Management Group
Massachusetts
– -$1.28M -78,135 Closed
MERSOM
134
Municipal Employees' Retirement System of Michigan
Michigan
– -$333K -20,410 Closed
MCM
135
Maltese Capital Management
New York
– -$329K -20,136 Closed
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
– -$187K -11,485 Closed
SRAM
137
Stone Ridge Asset Management
New York
– -$171K -10,490 Closed
GC
138
Globeflex Capital
California
– -$160K -9,824 Closed
MAM
139
Meeder Asset Management
Ohio
– -$46K -2,811 Closed
Federated Hermes
140
Federated Hermes
Pennsylvania
– -$20K -1,204 Closed
2 3 4 5
6