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Univest Financial
UVSP

Overview Fund Activity

179 hedge funds and large institutions have $646M invested in Univest Financial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
57
Reduced
60
Closed
11
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.95M
2
UBS Group
2
UBS Group
Switzerland
$5.69M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$48.1M
5
Jane Street
5
Jane Street
New York
$1.47M

Top Sellers

1
State Street
1
State Street
Massachusetts
$24.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.4M
3
Prudential Financial
3
Prudential Financial
New Jersey
$2.46M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$8.75M
5
RA
5
Royce & Associates
New York
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
GAMMA Investing
California
$11.8K +$6.3K +222 +114%
Bessemer Group
152
Bessemer Group
New Jersey
$11K -$7.44K -257 -40%
WA
153
WPG Advisers
Maryland
$8.48K +$4.37K +154 +106%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$5.9K +$766 +27 +15%
AF
155
Allworth Financial
California
$5.38K -$1.62K -55 -23%
CMBA
156
C.M. Bidwell & Associates
Hawaii
$4.76K – – –
FHA
157
First Horizon Advisors
Tennessee
$4.74K – – –
HCA
158
Harbor Capital Advisors
Illinois
$4K -$3.73K -122 -48%
GEA
159
Glen Eagle Advisors
New Jersey
$3.52K – – –
Federated Hermes
160
Federated Hermes
Pennsylvania
$2.5K +$2.5K +88 New
WA
161
Whipplewood Advisors
Colorado
$2.47K +$1.68K +184 +211%
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$1.99K +$454 +16 +30%
PTC
163
Private Trust Company
Ohio
$1.76K +$1.76K +62 New
EWA
164
EverSource Wealth Advisors
Alabama
$1.67K +$284 +10 +20%
RIL
165
Rothschild Investment LLC
Illinois
$1.56K +$567 +20 +57%
MCM
166
MAI Capital Management
Ohio
$993 +$426 +15 +75%
VCM
167
Versant Capital Management
Arizona
$936 – – –
HI
168
Harbour Investments
Wisconsin
$766 – – –
PFBT
169
Parkside Financial Bank & Trust
Missouri
$568 +$568 +20 New
HNB
170
Huntington National Bank
Ohio
$510 – – –
SC
171
Stephens Consulting
Michigan
$426 +$426 +15 New
PS
172
Principal Securities
Iowa
$413 – – –
FFA
173
Farther Finance Advisors
California
$373 – – –
IA
174
IFP Advisors
Florida
$369 – – –
TWD
175
True Wealth Design
Ohio
$312 +$312 +11 New
4 5 6
7
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