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Univest Financial
UVSP

Overview Fund Activity

182 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.3M
2
Millennium Management
2
Millennium Management
New York
$4.02M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.14M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.35M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.7M
2
BlackRock
2
BlackRock
New York
$97.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.24M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
UBS Group
5
UBS Group
Switzerland
$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
MAI Capital Management
Ohio
$10K +$8.98K +299 +854%
JSAM
152
J. Safra Asset Management
New York
$10K -$4.23K -138 -30%
BNP Paribas Asset Management
153
BNP Paribas Asset Management
France
$8K +$8K +256 New
AF
154
Allworth Financial
California
$7.72K +$2.22K +74 +40%
BWL
155
Bogart Wealth LLC
Virginia
$7.51K -$7.51K -250 -50%
HCA
156
Harbor Capital Advisors
Illinois
$7K +$2.77K +86 +66%
FHA
157
First Horizon Advisors
Tennessee
$6.07K +$1.05K +35 +21%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$5.83K -$421 -14 -7%
CMBA
159
C.M. Bidwell & Associates
Hawaii
$5.05K – – –
IA
160
IFP Advisors
Florida
$3.99K +$3.56K +106 +815%
GEA
161
Glen Eagle Advisors
New Jersey
$3.73K – – –
Federated Hermes
162
Federated Hermes
Pennsylvania
$3.24K +$601 +20 +23%
WA
163
Whipplewood Advisors
Colorado
$2.61K -$5.53K -184 -68%
EPW
164
Evergreen Private Wealth
Colorado
$2.61K +$2.61K +87 New
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$2.58K +$481 +16 +23%
RIL
166
Rothschild Investment LLC
Illinois
$2.4K +$751 +25 +45%
STB
167
S&T Bank
Pennsylvania
$1.98K +$1.98K +66 New
PTC
168
Private Trust Company
Ohio
$1.86K – – –
LFG
169
Larson Financial Group
Missouri
$1.35K +$1.35K +45 New
Osaic Holdings
170
Osaic Holdings
Arizona
$1.02K +$1.02K +34 New
VCM
171
Versant Capital Management
Arizona
$991 – – –
HI
172
Harbour Investments
Wisconsin
$811 – – –
PWA
173
Physician Wealth Advisors
Utah
$721 +$721 +24 New
BFS
174
Bare Financial Services
Pennsylvania
$691 +$691 +23 New
PS
175
Principal Securities
Iowa
$421 – – –
4 5 6
7
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