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Univest Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
176
Capital Performance Advisors
California
-$25.4K -901 Closed
NC
177
nVerses Capital
Florida
-$22.5K -800 Closed
TWD
178
True Wealth Design
Ohio
-$873 -31 Closed
RTC
179
Riverview Trust Company
Washington
-$788 -28 Closed
BTI
180
Blue Trust Inc
Georgia
-$342 -15 Closed