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Univest Financial
UVSP

Overview Fund Activity

139 hedge funds and large institutions have $495M invested in Univest Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
47
Reduced
47
Closed
15
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$2K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$11M
2
MAM
Martingale Asset Management
Massachusetts
$1.03M
3
Millennium Management
Millennium Management
New York
$1.25M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$15.5M
5
Jane Street
Jane Street
New York
$634K

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.92M
2
Ameriprise
Ameriprise
Minnesota
$3M
3
Pzena Investment Management
Pzena Investment Management
New York
$29M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.99M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$3.76K +$376 +14 +11%
FCA
127
FinTrust Capital Advisors
South Carolina
$2.99K +$2.99K +131 New
GEA
128
Glen Eagle Advisors
New Jersey
$2.83K – – –
GI
129
GAMMA Investing
California
$2.76K – – –
FHA
130
First Horizon Advisors
Tennessee
$2.03K – – –
IAIM
131
International Assets Investment Management
Florida
$1.19K +$1.19K +52 New
C
132
Covestor
United Kingdom
$1K +$424 +25 +74%
Simplex Trading
133
Simplex Trading
Illinois
$1K +$606 +40 +154%
JSAM
134
J. Safra Asset Management
New York
$799 +$799 +35 New
LIA
135
Lynx Investment Advisory
District of Columbia
$457 +$457 +20 New
RIL
136
Rothschild Investment LLC
Illinois
$342 +$228 +10 +200%
PS
137
Principal Securities
Iowa
$320 – – –
FFA
138
Farther Finance Advisors
California
$295 – – –
TFM
139
TFC Financial Management
Massachusetts
$23 +$23 +1 New
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
– -$530K -22,336 Closed
NYLIM
141
New York Life Investment Management
New York
– -$376K -18,064 Closed
TI
142
Trexquant Investment
Connecticut
– -$320K -15,376 Closed
AIG
143
American International Group
New York
– -$298K -14,302 Closed
Tudor Investment Corp
144
Tudor Investment Corp
Connecticut
– -$295K -14,164 Closed
Citadel Advisors
145
Citadel Advisors
Florida
– -$291K -13,959 Closed
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
– -$301K -12,532 Closed
JF
147
Jump Financial
Illinois
– -$251K -12,076 Closed
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
– -$202K -9,724 Closed
YIH
149
Y-Intercept (HK)
Hong Kong
– -$201K -9,645 Closed
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
– -$32.1K -1,541 Closed
3 4 5
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