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Univest Financial

142 hedge funds and large institutions have $598M invested in Univest Financial in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 7 closing their positions.

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
51
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$17K -$11K -381 -39%
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$16K +$16K +550 New
S
128
SignatureFD
Georgia
$14K
TWA
129
TCI Wealth Advisors
Arizona
$13K
Macquarie Group
130
Macquarie Group
Australia
$8K
MCM
131
Manchester Capital Management
Vermont
$7K -$4.4K -144 -39%
HR
132
Howe & Rusling
New York
$5K
Bessemer Group
133
Bessemer Group
New Jersey
$5K
C
134
Covestor
United Kingdom
$5K +$5K +164 New
GEA
135
Glen Eagle Advisors
New Jersey
$3.71K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +89 New
GWS
137
Glassman Wealth Services
Virginia
$2K
IA
138
IFP Advisors
Florida
$2K +$772 +22 +63%
NFG
139
Next Financial Group
Texas
$1K
VRS
140
Virginia Retirement Systems
Virginia
$437 +$24 +800 +6%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
-$6.45M -231,376 Closed
ACM
142
Ategra Capital Management
Virginia
-$2.07M -75,716 Closed
HF
143
HRT Financial
New York
-$363K -13,273 Closed
NB
144
NBT Bank
New York
-$324K -11,812 Closed
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
-$293K -10,688 Closed
WG
146
Winton Group
United Kingdom
-$223K -8,129 Closed
JCM
147
Jacobi Capital Management
Pennsylvania
-$3K -102 Closed