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Univest Financial

173 hedge funds and large institutions have $668M invested in Univest Financial in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
60
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$168K +$80.6K +2,725 +92%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$142K +$18.2K +617 +15%
Canada Life
128
Canada Life
Manitoba, Canada
$116K -$53.3K -1,809 -31%
S
129
SignatureFD
Georgia
$90.9K +$2.24K +76 +3%
AIP
130
Ameritas Investment Partners
Nebraska
$84.5K
WSFS
131
Wilmington Savings Fund Society
Delaware
$82.7K
BGA
132
Battery Global Advisors
Massachusetts
$77.4K
PA
133
Parallel Advisors
California
$67.8K
LC
134
Lindbrook Capital
California
$45.1K +$767 +26 +2%
TRCT
135
Tower Research Capital (TRC)
New York
$29.6K +$18.3K +619 +161%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$29.2K
AB
137
Amalgamated Bank
New York
$29K
US Bancorp
138
US Bancorp
Minnesota
$23K
AAP
139
Arax Advisory Partners
Colorado
$21.2K
Bessemer Group
140
Bessemer Group
New Jersey
$19K -$63.5K -2,129 -77%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$18.3K
RS
142
R Squared
Hong Kong
$17.4K +$17.4K +590 New
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$16.2K
BWL
144
Bogart Wealth LLC
Virginia
$14.8K +$14.8K +500 New
SFG
145
Stonebridge Financial Group
Pennsylvania
$14.8K +$14.8K +500 New
JSAM
146
J. Safra Asset Management
New York
$13.1K +$3.67K +124 +39%
GWM
147
Geneos Wealth Management
Colorado
$12.2K +$89 +3 +0.7%
AF
148
Allworth Financial
California
$7.13K +$779 +26 +12%
HCA
149
Harbor Capital Advisors
Illinois
$7K +$885 +32 +14%
GI
150
GAMMA Investing
California
$5.73K -$561 -19 -9%