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Univest Financial
UVSP

Overview Fund Activity

138 hedge funds and large institutions have $456M invested in Univest Financial in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
49
Reduced
44
Closed
17
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$48K

Top Buyers

1
ECA
Endeavour Capital Advisors
Connecticut
+$4.37M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.66M
3
American Century Companies
American Century Companies
Missouri
+$1.6M
4
RA
Royce & Associates
New York
+$1.45M
5
Invesco
Invesco
Georgia
+$1.07M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$9.59M
2
Morgan Stanley
Morgan Stanley
New York
-$6.86M
3
Pzena Investment Management
Pzena Investment Management
New York
-$2.92M
4
BlackRock
BlackRock
New York
-$2.22M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$815K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$2.62K -$146 -7 -5%
GEA
127
Glen Eagle Advisors
New Jersey
$2.58K – – –
GI
128
GAMMA Investing
California
$2.52K +$916 +44 +57%
FHA
129
First Horizon Advisors
Tennessee
$1.85K – – –
PWMG
130
Private Wealth Management Group
New Jersey
$1.56K – – –
C
131
Covestor
United Kingdom
$1K -$1.5K -51 -60%
IA
132
IFP Advisors
Florida
$791 +$791 +38 New
PFBT
133
Parkside Financial Bank & Trust
Missouri
$625 -$21.7K -1,042 -97%
PS
134
Principal Securities
Iowa
$291 – – –
FFA
135
Farther Finance Advisors
California
$265 +$224 +11 +550%
AWM
136
Avior Wealth Management
Nebraska
$166 +$166 +8 New
RIL
137
Rothschild Investment LLC
Illinois
$104 +$104 +5 New
Boston Partners
138
Boston Partners
Massachusetts
– -$9.59M -439,664 Closed
B
139
Bailard
California
– -$736K -33,400 Closed
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
– -$396K -17,970 Closed
EMFAT
141
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$376K -17,077 Closed
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
– -$344K -15,594 Closed
Jane Street
143
Jane Street
New York
– -$325K -14,734 Closed
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
– -$302K -13,690 Closed
AIM
145
Aigen Investment Management
New York
– -$258K -11,724 Closed
GCP
146
GSA Capital Partners
United Kingdom
– -$247K -11,228 Closed
OQS
147
Occudo Quantitative Strategies
Florida
– -$238K -10,818 Closed
TRCT
148
Tower Research Capital (TRC)
New York
– -$188K -8,541 Closed
EC
149
Elequin Capital
New York
– -$177K -8,054 Closed
Allspring Global Investments
150
Allspring Global Investments
North Carolina
– -$123K -5,597 Closed
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