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Univest Financial
UVSP

Overview Fund Activity

156 hedge funds and large institutions have $627M invested in Univest Financial in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
45
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.62M
2
UF
2
Univest Financial
Pennsylvania
$15M
3
BlackRock
3
BlackRock
New York
$97.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.82M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.8M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$33.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$497K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.11M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Parallel Advisors
California
$64.7K +$760 +27 +1%
LC
127
Lindbrook Capital
California
$42.2K -$1.15K -41 -3%
AB
128
Amalgamated Bank
New York
$28K – – –
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$27.9K – – –
CPA
130
Capital Performance Advisors
California
$25.4K +$25.4K +901 New
NC
131
nVerses Capital
Florida
$22.5K +$22.5K +800 New
US Bancorp
132
US Bancorp
Minnesota
$21.9K +$4.56K +162 +26%
AAP
133
Arax Advisory Partners
Colorado
$20.2K – – –
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$17.4K – – –
BBPWM
135
Blue Bell Private Wealth Management
Pennsylvania
$15.5K – – –
GWM
136
Geneos Wealth Management
Colorado
$11.5K +$11.5K +410 New
TRCT
137
Tower Research Capital (TRC)
New York
$10.8K -$223K -7,917 -95%
JSAM
138
J. Safra Asset Management
New York
$8.63K +$7.68K +282 +806%
HCA
139
Harbor Capital Advisors
Illinois
$6K +$6K +221 New
GI
140
GAMMA Investing
California
$5.99K +$2.59K +92 +76%
AF
141
Allworth Financial
California
$5.97K +$2.03K +72 +51%
CMBA
142
C.M. Bidwell & Associates
Hawaii
$4.73K – – –
GEA
143
Glen Eagle Advisors
New Jersey
$3.49K – – –
FHA
144
First Horizon Advisors
Tennessee
$2.5K – – –
RIL
145
Rothschild Investment LLC
Illinois
$1.27K +$844 +30 +200%
C
146
Covestor
United Kingdom
$1K -$1.03K -30 -51%
Simplex Trading
147
Simplex Trading
Illinois
$1K -$15 -1 -2%
TWD
148
True Wealth Design
Ohio
$873 +$873 +31 New
RTC
149
Riverview Trust Company
Washington
$788 +$788 +28 New
HI
150
Harbour Investments
Wisconsin
$760 +$760 +27 New
3 4 5
6
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