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Univest Financial
UVSP

Overview Fund Activity

141 hedge funds and large institutions have $493M invested in Univest Financial in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
52
Reduced
45
Closed
11
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.1M
2
RA
2
Royce & Associates
New York
$4.58M
3
BlackRock
3
BlackRock
New York
$77M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.3M

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$9.59M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$32.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.32M
4
Millennium Management
4
Millennium Management
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
– -$24.3K -1,400 Closed
Lazard Asset Management
152
Lazard Asset Management
New York
– -$20K -1,201 Closed
3 4 5 6
7