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Univest Financial
UVSP

Overview Fund Activity

173 hedge funds and large institutions have $668M invested in Univest Financial in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$11.8M
2
State Street
2
State Street
Massachusetts
$28.3M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M
4
American Century Companies
4
American Century Companies
Missouri
$18.7M
5
UBS Group
5
UBS Group
Switzerland
$2.56M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$3.41M
2
RA
2
Royce & Associates
New York
$5.38M
3
Jane Street
3
Jane Street
New York
$0
4
Pzena Investment Management
4
Pzena Investment Management
New York
$33.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$5.34K +$5.34K +181 New
CMBA
152
C.M. Bidwell & Associates
Hawaii
$4.96K – – –
FHA
153
First Horizon Advisors
Tennessee
$4.93K +$2.3K +78 +88%
WA
154
WPG Advisers
Maryland
$4.28K +$4.28K +145 New
GEA
155
Glen Eagle Advisors
New Jersey
$3.66K – – –
WA
156
Whipplewood Advisors
Colorado
$2.57K +$2.57K +87 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$2.1K +$2.1K +71 New
Simplex Trading
158
Simplex Trading
Illinois
$2K +$506 +22 +34%
CSPIA
159
Cary Street Partners Investment Advisory
Virginia
$1.59K -$354K -11,988 -100%
EWA
160
EverSource Wealth Advisors
Alabama
$1.45K +$1.45K +49 New
RIL
161
Rothschild Investment LLC
Illinois
$1.03K -$295 -10 -22%
VCM
162
Versant Capital Management
Arizona
$974 +$974 +33 New
HI
163
Harbour Investments
Wisconsin
$797 – – –
MCM
164
MAI Capital Management
Ohio
$591 +$591 +20 New
HNB
165
Huntington National Bank
Ohio
$531 +$531 +18 New
CSWM
166
Cassady Schiller Wealth Management
Ohio
$502 +$502 +17 New
PS
167
Principal Securities
Iowa
$413 – – –
FFA
168
Farther Finance Advisors
California
$384 – – –
IA
169
IFP Advisors
Florida
$384 +$384 +13 New
SS
170
SBI Securities
Japan
$148 +$148 +5 New
TFM
171
TFC Financial Management
Massachusetts
$30 – – –
Jane Street
172
Jane Street
New York
– -$1.37M -48,782 Closed
Acadian Asset Management
173
Acadian Asset Management
Massachusetts
– -$428K -15,244 Closed
OQS
174
Occudo Quantitative Strategies
Florida
– -$345K -12,252 Closed
IAIM
175
International Assets Investment Management
Florida
– -$52 -1,463 Closed
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7
8