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Univest Financial
UVSP

Overview Fund Activity

147 hedge funds and large institutions have $575M invested in Univest Financial in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
52
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.9M
2
FCM
2
FJ Capital Management
Virginia
$16.2M
3
Millennium Management
3
Millennium Management
New York
$1.7M
4
State Street
4
State Street
Massachusetts
$22.6M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.95M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$49K
2
PP
2
Prospector Partners
Connecticut
$0
3
BlackRock
3
BlackRock
New York
$76.6M
4
Bank of America
4
Bank of America
North Carolina
$2.74M
5
CIC
5
Cornercap Investment Counsel
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
126
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
IA
127
IFP Advisors
Florida
$24K +$22K +644 +1,130%
US Bancorp
128
US Bancorp
Minnesota
$23K -$2.08K -77 -8%
RTC
129
Riverview Trust Company
Washington
$22K +$22K +830 New
PA
130
Parallel Advisors
California
$19K -$1.21K -45 -6%
GWM
131
Geneos Wealth Management
Colorado
$19K +$133 +5 +0.7%
S
132
SignatureFD
Georgia
$18K +$5.2K +192 +41%
CAM
133
Costello Asset Management
Pennsylvania
$17K -$6.54K -250 -28%
BBPWM
134
Blue Bell Private Wealth Management
Pennsylvania
$15K – – –
QT
135
Quantbot Technologies
New York
$13K +$13K +500 New
TRCT
136
Tower Research Capital (TRC)
New York
$11K -$4.85K -180 -31%
TWA
137
TCI Wealth Advisors
Arizona
$11K – – –
ACM
138
Aquatic Capital Management
Illinois
$11K +$11K +400 New
MCM
139
Manchester Capital Management
Vermont
$7K +$1.13K +44 +19%
HR
140
Howe & Rusling
New York
$5K – – –
C
141
Covestor
United Kingdom
$4K -$205 -8 -5%
Bessemer Group
142
Bessemer Group
New Jersey
$4K – – –
GEA
143
Glen Eagle Advisors
New Jersey
$3.32K – – –
GWS
144
Glassman Wealth Services
Virginia
$1K – – –
LC
145
Lindbrook Capital
California
$1K +$1K +54 New
T
146
TCWP
Ohio
$1K +$1K +66 New
Macquarie Group
147
Macquarie Group
Australia
$7 – – –
PP
148
Prospector Partners
Connecticut
– -$4.21M -140,750 Closed
CIC
149
Cornercap Investment Counsel
Georgia
– -$1.06M -35,464 Closed
IA
150
IndexIQ Advisors
New York
– -$442K -14,771 Closed
3 4 5
6
7