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Univest Financial
UVSP

Overview Fund Activity

137 hedge funds and large institutions have $599M invested in Univest Financial in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 54 reducing their positions, and 5 closing their positions.

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
42
Reduced
54
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$47.6M
2
BlackRock
2
BlackRock
New York
$84.8M
3
State Street
3
State Street
Massachusetts
$22.3M
4
FCM
4
FJ Capital Management
Virginia
$15.6M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.2M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$19.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.4M
3
Northern Trust
3
Northern Trust
Illinois
$11.5M
4
Bank of America
4
Bank of America
North Carolina
$5.55M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$176K
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
126
Panagora Asset Management
Massachusetts
$5K 166 – –
GEA
127
Glen Eagle Advisors
New Jersey
$3.55K 124 – –
JCM
128
Jacobi Capital Management
Pennsylvania
$3K 101 +1 +1%
EFSCE
129
Enterprise Financial Services Corp (EFSC)
Missouri
$2K 67 – –
EVM
130
Eaton Vance Management
Massachusetts
$2K 60 +60 New
AIC
131
Ameritas Investment Company
Nebraska
$1.2K 42 +42 New
LC
132
Lindbrook Capital
California
$1K 31 +31 New
NFG
133
Next Financial Group
Texas
$1K 43 +43 New
MWP
134
Meridian Wealth Partners
Pennsylvania
$1K 55 +55 New
AIG
135
American International Group
New York
$480 16,775 +44 +0.3%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$107 3,750 – –
Millennium Management
137
Millennium Management
New York
– – -21,902 Closed
TI
138
Trexquant Investment
Connecticut
– – -12,819 Closed
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
– – -7,268 Closed
PWPS
140
Pinnacle Wealth Planning Services
Ohio
– – -1,359 Closed
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
– – -172 Closed
CFGS
142
Concourse Financial Group Securities
Alabama
– – – –
Simplex Trading
143
Simplex Trading
Illinois
– – – –
CIAS
144
CBIZ Investment Advisory Services
Ohio
– – – –
GWS
145
Glassman Wealth Services
Virginia
$0 4 +4 New
2 3 4 5
6