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Univest Financial

138 hedge funds and large institutions have $391M invested in Univest Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-2
Holders Change %
-1.43%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
53
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
126
Parallel Advisors
California
$15.2K +$5.14K +284 +51%
TRCT
127
Tower Research Capital (TRC)
New York
$15K +$470 +26 +3%
PFBT
128
Parkside Financial Bank & Trust
Missouri
$10.5K +$307 +17 +3%
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$9.94K
LC
130
Lindbrook Capital
California
$6.98K +$4.25K +235 +156%
PMEF
131
Point72 Middle East FZE
United Arab Emirates
$5.51K +$5.51K +305 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$5K -$1.16K -59 -19%
HNB
133
Huntington National Bank
Ohio
$3.96K -$416 -23 -10%
QT
134
Quantbot Technologies
New York
$3.2K +$3.2K +177 New
GEA
135
Glen Eagle Advisors
New Jersey
$2.24K
AF
136
Allworth Financial
California
$1.01K +$1.01K +56 New
C
137
Covestor
United Kingdom
$1K -$1.35K -58 -57%
CA
138
Crewe Advisors
Utah
$145 +$145 +8 New
Stifel Financial
139
Stifel Financial
Missouri
-$1.36M -57,339 Closed
Citadel Advisors
140
Citadel Advisors
Florida
-$1.2M -50,530 Closed
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
-$565K -23,782 Closed
AG
142
Algert Global
California
-$502K -21,144 Closed
Tudor Investment Corp
143
Tudor Investment Corp
Connecticut
-$399K -16,816 Closed
CCIA
144
Campbell & Co Investment Adviser
Maryland
-$290K -12,220 Closed
AIMCA
145
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$272K -11,471 Closed
OQS
146
Occudo Quantitative Strategies
Florida
-$207K -8,727 Closed
SCA
147
Snowden Capital Advisors
New York
-$205K -8,636 Closed
ASRS
148
Arizona State Retirement System
Arizona
-$201K -8,473 Closed
ROC
149
River Oaks Capital
Minnesota
-$90.2K -3,800 Closed
CSPAM
150
Cary Street Partners Asset Management
Virginia
-$39.2K -1,650 Closed