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Univest Financial
UVSP

Overview Fund Activity

139 hedge funds and large institutions have $495M invested in Univest Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
47
Reduced
47
Closed
15
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$2K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$11M
2
MAM
2
Martingale Asset Management
Massachusetts
$1.03M
3
Millennium Management
3
Millennium Management
New York
$1.25M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$15.5M
5
Jane Street
5
Jane Street
New York
$634K

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$3.92M
2
Ameriprise
2
Ameriprise
Minnesota
$3M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$29M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$1.99M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
151
Private Wealth Management Group
New Jersey
– -$1.56K -75 Closed
IA
152
IFP Advisors
Florida
– -$791 -38 Closed
PFBT
153
Parkside Financial Bank & Trust
Missouri
– -$625 -30 Closed
AWM
154
Avior Wealth Management
Nebraska
– -$166 -8 Closed
3 4 5 6
7