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Univest Financial
UVSP

Overview Fund Activity

156 hedge funds and large institutions have $627M invested in Univest Financial in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
45
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.62M
2
UF
2
Univest Financial
Pennsylvania
$15M
3
BlackRock
3
BlackRock
New York
$97.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.82M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.8M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$33.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$497K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.11M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
151
Principal Securities
Iowa
$394 – – –
FFA
152
Farther Finance Advisors
California
$366 – – –
BTI
153
Blue Trust Inc
Georgia
$342 +$342 +15 New
IAIM
154
International Assets Investment Management
Florida
$52 +$50 +1,411 +2,713%
TFM
155
TFC Financial Management
Massachusetts
$29 – – –
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
– -$513K -22,475 Closed
Truist Financial
157
Truist Financial
North Carolina
– -$425K -18,635 Closed
CSS
158
Cubist Systematic Strategies
Connecticut
– -$332K -14,541 Closed
HF
159
HRT Financial
New York
– -$250K -10,972 Closed
AWM
160
Ariadne Wealth Management
California
– -$124K -10,137 Closed
EC
161
EntryPoint Capital
New York
– -$32K -1,400 Closed
IC
162
Innealta Capital
Texas
– -$28.2K -1,236 Closed
PAS
163
Point72 Asia (Singapore)
Singapore
– -$18.4K -807 Closed
Russell Investments Group
164
Russell Investments Group
United Kingdom
– -$4.36K -191 Closed
FCA
165
FinTrust Capital Advisors
South Carolina
– -$2.99K -131 Closed
LIA
166
Lynx Investment Advisory
District of Columbia
– -$457 -20 Closed
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