UVSP icon

Univest Financial
UVSP

Overview Fund Activity

137 hedge funds and large institutions have $549M invested in Univest Financial in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
50
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$22.7M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$2.08M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.67M
5
CIC
5
Cornercap Investment Counsel
Georgia
$1.1M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$45.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$464K
3
BlackRock
3
BlackRock
New York
$76.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$23.6M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
126
TCI Wealth Advisors
Arizona
$11K – – –
Macquarie Group
127
Macquarie Group
Australia
$7K – – –
Bessemer Group
128
Bessemer Group
New Jersey
$7K +$7K +257 New
HR
129
Howe & Rusling
New York
$6K – – –
GEA
130
Glen Eagle Advisors
New Jersey
$3.27K – – –
JCM
131
Jacobi Capital Management
Pennsylvania
$3K +$29 +1 +1%
EFSCE
132
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
NFG
133
Next Financial Group
Texas
$1K – – –
LC
134
Lindbrook Capital
California
$1K – – –
AIG
135
American International Group
New York
$427 -$15 -567 -3%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$99 – – –
Principal Financial Group
137
Principal Financial Group
Iowa
– -$616K -21,537 Closed
HSBC Holdings
138
HSBC Holdings
United Kingdom
– -$381K -13,252 Closed
MSL
139
Mackay Shields LLC
New York
– -$314K -11,000 Closed
CSPAM
140
Cary Street Partners Asset Management
Virginia
– -$310K -10,833 Closed
Jacobs Levy Equity Management
141
Jacobs Levy Equity Management
New Jersey
– -$224K -7,841 Closed
ProShare Advisors
142
ProShare Advisors
Maryland
– -$220K -7,709 Closed
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
– -$176K -6,140 Closed
SG Americas Securities
144
SG Americas Securities
New York
– -$140K -4,884 Closed
WAP
145
Wealthcare Advisory Partners
Pennsylvania
– -$6K -203 Closed
PAM
146
Panagora Asset Management
Massachusetts
– -$5K -166 Closed
EVM
147
Eaton Vance Management
Massachusetts
– -$2K -60 Closed
MWP
148
Meridian Wealth Partners
Pennsylvania
– -$1K -55 Closed
AIC
149
Ameritas Investment Company
Nebraska
– -$1.2K -42 Closed
2 3 4 5
6