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Univest Financial
UVSP

Overview Fund Activity

134 hedge funds and large institutions have $376M invested in Univest Financial in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
61
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$5.73M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M
3
Charles Schwab
3
Charles Schwab
California
$5.22M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$3.15M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.55M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.1M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$76.5K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Parallel Advisors
California
$9.68K -$4.94K -284 -34%
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$9.56K – – –
Comerica Bank
128
Comerica Bank
Texas
$6.48K +$6.48K +373 New
HNB
129
Huntington National Bank
Ohio
$3.81K – – –
GEA
130
Glen Eagle Advisors
New Jersey
$2.16K – – –
FHA
131
First Horizon Advisors
Tennessee
$1.55K +$1.55K +89 New
AF
132
Allworth Financial
California
$1.36K +$382 +22 +39%
LC
133
Lindbrook Capital
California
$1.13K -$5.58K -321 -83%
C
134
Covestor
United Kingdom
$1K +$488 +41 +95%
BGIM
135
Brandywine Global Investment Management
Pennsylvania
– -$1.3M -71,728 Closed
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
– -$1.4M -68,721 Closed
CIC
137
Cornercap Investment Counsel
Georgia
– -$370K -20,465 Closed
Franklin Resources
138
Franklin Resources
California
– -$303K -16,785 Closed
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
– -$262K -14,497 Closed
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
– -$227K -12,542 Closed
Squarepoint
141
Squarepoint
New York
– -$221K -12,230 Closed
YIH
142
Y-Intercept (HK)
Hong Kong
– -$211K -11,664 Closed
Balyasny Asset Management
143
Balyasny Asset Management
Illinois
– -$181K -10,006 Closed
PMEF
144
Point72 Middle East FZE
United Arab Emirates
– -$5.51K -305 Closed
CA
145
Crewe Advisors
Utah
– -$145 -8 Closed
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