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Univest Financial
UVSP

Overview Fund Activity

180 hedge funds and large institutions have $677M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.3M
2
Millennium Management
2
Millennium Management
New York
$4.02M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.14M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.35M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.7M
2
BlackRock
2
BlackRock
New York
$97.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.24M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
UBS Group
5
UBS Group
Switzerland
$4.18M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
176
SBI Securities
Japan
$150 5 – –
TFM
177
TFC Financial Management
Massachusetts
$31 1 – –
TPWA
178
Twin Peaks Wealth Advisors
California
$30 1 +1 New
Assenagon Asset Management
179
Assenagon Asset Management
Luxembourg
– – -100,197 Closed
ECM
180
ExodusPoint Capital Management
New York
– – -35,089 Closed
Tudor Investment Corp
181
Tudor Investment Corp
Connecticut
– – -34,038 Closed
PRCP
182
Pacific Ridge Capital Partners
Oregon
– – -21,904 Closed
SG Americas Securities
183
SG Americas Securities
New York
– – -20,108 Closed
TI
184
Trexquant Investment
Connecticut
– – -17,796 Closed
KeyBank National Association
185
KeyBank National Association
Ohio
– – -17,500 Closed
CF
186
Corebridge Financial
Texas
– – -14,173 Closed
Citadel Advisors
187
Citadel Advisors
Florida
– – -8,065 Closed
Verition Fund Management
188
Verition Fund Management
Connecticut
– – -8,013 Closed
CCM
189
Coldstream Capital Management
Washington
– – -628 Closed
SFG
190
Stonebridge Financial Group
Pennsylvania
– – -500 Closed
PFBT
191
Parkside Financial Bank & Trust
Missouri
– – -20 Closed
HNB
192
Huntington National Bank
Ohio
– – -18 Closed
SC
193
Stephens Consulting
Michigan
– – -15 Closed
HWM
194
Hemington Wealth Management
Virginia
$0 25 -1 -4%
C
195
Covestor
United Kingdom
$0 3 – –
4 5 6 7
8