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Univest Financial
UVSP

Overview Fund Activity

140 hedge funds and large institutions have $496M invested in Univest Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 11 closing their positions.

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
44
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jacobs Asset Management
New York
$2.29M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.96M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.1M
4
Millennium Management
4
Millennium Management
New York
$1.99M
5
American Century Companies
5
American Century Companies
Missouri
$2.38M

Top Sellers

1
MCM
1
Maltese Capital Management
New York
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$287K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.6M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$262K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$11K -$2.38K -104 -18%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$11K +$6.15K +268 +127%
TWA
128
TCI Wealth Advisors
Arizona
$10K – – –
Macquarie Group
129
Macquarie Group
Australia
$6K -$7K -267 Closed
MCM
130
Manchester Capital Management
Vermont
$5K +$3.66K +148 +274%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$4K -$956 -38 -19%
HR
132
Howe & Rusling
New York
$4K – – –
GEA
133
Glen Eagle Advisors
New Jersey
$2.91K – – –
LC
134
Lindbrook Capital
California
$1K -$6.91K -318 -87%
C
135
Covestor
United Kingdom
$1K -$2.18K -135 -69%
GWS
136
Glassman Wealth Services
Virginia
$1K – – –
FHA
137
First Horizon Advisors
Tennessee
$1K – – –
AF
138
Allworth Financial
California
$1K +$855 +47 +588%
MAM
139
Meeder Asset Management
Ohio
$1K +$1K +49 New
HNB
140
Huntington National Bank
Ohio
$1K +$1K +49 New
MCM
141
Maltese Capital Management
New York
– -$3.39M -133,244 Closed
LA
142
Lindenwold Advisors
Pennsylvania
– -$501K -19,685 Closed
PCM
143
Prelude Capital Management
New York
– -$466K -18,303 Closed
Truist Financial
144
Truist Financial
North Carolina
– -$366K -14,375 Closed
GTCM
145
Gyon Technologies Capital Management
New Jersey
– -$295K -11,579 Closed
ZCM
146
Zebra Capital Management
Connecticut
– -$273K -10,692 Closed
ASRS
147
Arizona State Retirement System
Arizona
– -$203K -7,995 Closed
ACM
148
Aquatic Capital Management
Illinois
– -$31K -1,200 Closed
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
– -$28K -1,100 Closed
GWM
150
Geneos Wealth Management
Colorado
– -$18K -720 Closed
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