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Univest Financial

208 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

6% more capital invested

Capital invested by funds: $722M → $766M (+$43.9M)

6% more funds holding

Funds holding: 197208 (+11)

2.16% more ownership

Funds ownership: 77.46%79.62% (+2.2%)

86% less call options, than puts

Call options by funds: $236K | Put options by funds: $1.67M

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
78
Reduced
54
Closed
16
Calls
$236K
Puts
$1.67M
Net Calls
-$1.43M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SLG
126
Stanley-Laman Group
Pennsylvania
$339K
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$329K
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$320K -$174K -5,131 -35%
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$319K
PCM
130
Polymer Capital Management
New York
$301K -$78.8K -2,330 -21%
CIP
131
Cornerstone Investment Partners
Georgia
$289K +$64.6K +1,909 +29%
QCG
132
Quadrant Capital Group
Ohio
$284K
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$284K
Empower Advisory Group
134
Empower Advisory Group
Colorado
$282K
PFSRSONJ
135
Police & Firemen's Retirement System of New Jersey
New Jersey
$275K
UWPG
136
Ullmann Wealth Partners Group
Florida
$275K +$271K +8,016 New
ECM
137
Evergreen Capital Management
Washington
$270K
QT
138
Quantbot Technologies
New York
$268K +$80.6K +2,382 +44%
ASRS
139
Arizona State Retirement System
Arizona
$268K -$6.7K -198 -2%
HI
140
Hendershot Investments
Virginia
$263K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$260K +$257K +7,602 New
OQS
142
Occudo Quantitative Strategies
Florida
$243K -$122K -3,597 -36%
HighTower Advisors
143
HighTower Advisors
Illinois
$242K +$14.7K +434 +7%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$241K +$1.05K +31 +0.4%
NC
145
nVerses Capital
Florida
$236K +$233K +6,883 New
AIM
146
Aigen Investment Management
New York
$223K +$220K +6,501 New
SCA
147
Snowden Capital Advisors
New York
$214K +$3.72K +110 +2%
VIA
148
Vanguard Investments Australia
Australia
$214K +$211K +6,245 New
Canada Life
149
Canada Life
Manitoba, Canada
$136K
S
150
SignatureFD
Georgia
$98.2K +$1.32K +39 +1%