UVSP icon

Univest Financial
UVSP

Overview Fund Activity

141 hedge funds and large institutions have $493M invested in Univest Financial in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
52
Reduced
45
Closed
11
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.1M
2
RA
Royce & Associates
New York
$4.58M
3
BlackRock
BlackRock
New York
$77M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$58.3M

Top Sellers

1
UF
Univest Financial
Pennsylvania
$9.59M
2
Pzena Investment Management
Pzena Investment Management
New York
$32.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.32M
4
Millennium Management
Millennium Management
New York
$0
5
Prudential Financial
Prudential Financial
New Jersey
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
126
Parkside Financial Bank & Trust
Missouri
$23.6K +$9.06K +411 +62%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$21.8K -$55.1K -2,500 -72%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$14K +$468 +21 +3%
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$12.1K – – –
US Bancorp
130
US Bancorp
Minnesota
$7.56K -$9.16K -416 -55%
AF
131
Allworth Financial
California
$2.93K +$1.21K +55 +71%
GEA
132
Glen Eagle Advisors
New Jersey
$2.73K – – –
C
133
Covestor
United Kingdom
$2K +$24 +1 +1%
FHA
134
First Horizon Advisors
Tennessee
$1.96K – – –
PWMG
135
Private Wealth Management Group
New Jersey
$1.65K +$1.65K +75 New
GI
136
GAMMA Investing
California
$1.64K +$1.64K +77 New
Comerica Bank
137
Comerica Bank
Texas
$1.63K -$6.59K -299 -80%
HNB
138
Huntington National Bank
Ohio
$1.23K -$3.59K -163 -74%
SWM
139
Spire Wealth Management
Virginia
$548 +$548 +27 New
PS
140
Principal Securities
Iowa
$308 +$308 +14 New
FFA
141
Farther Finance Advisors
California
$44 +$44 +2 New
Millennium Management
142
Millennium Management
New York
– -$1.31M -75,425 Closed
MAM
143
Martingale Asset Management
Massachusetts
– -$572K -32,916 Closed
Truist Financial
144
Truist Financial
North Carolina
– -$240K -13,804 Closed
WAM
145
Watershed Asset Management
California
– -$240K -13,782 Closed
HSBC Holdings
146
HSBC Holdings
United Kingdom
– -$217K -12,514 Closed
TI
147
Trexquant Investment
Connecticut
– -$202K -11,651 Closed
BWP
148
Bernardo Wealth Planning
Pennsylvania
– -$175K -10,085 Closed
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
– -$113K -6,486 Closed
QT
150
Quantbot Technologies
New York
– -$34.8K -2,000 Closed
3 4 5
6
7