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Univest Financial
UVSP

Overview Fund Activity

182 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
52
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 Holding Trade Value Shares
Change 		Shares
Change %
FFA
176
Farther Finance Advisors
California
$391 – – –
TWD
177
True Wealth Design
Ohio
$391 +$60 +2 +18%
SS
178
SBI Securities
Japan
$150 – – –
TFM
179
TFC Financial Management
Massachusetts
$31 – – –
TPWA
180
Twin Peaks Wealth Advisors
California
$30 +$30 +1 New
Assenagon Asset Management
181
Assenagon Asset Management
Luxembourg
– -$2.84M -100,197 Closed
ECM
182
ExodusPoint Capital Management
New York
– -$995K -35,089 Closed
Tudor Investment Corp
183
Tudor Investment Corp
Connecticut
– -$965K -34,038 Closed
PRCP
184
Pacific Ridge Capital Partners
Oregon
– -$621K -21,904 Closed
SG Americas Securities
185
SG Americas Securities
New York
– -$570K -20,108 Closed
TI
186
Trexquant Investment
Connecticut
– -$505K -17,796 Closed
KeyBank National Association
187
KeyBank National Association
Ohio
– -$496K -17,500 Closed
CF
188
Corebridge Financial
Texas
– -$402K -14,173 Closed
Citadel Advisors
189
Citadel Advisors
Florida
– -$229K -8,065 Closed
Verition Fund Management
190
Verition Fund Management
Connecticut
– -$227K -8,013 Closed
CCM
191
Coldstream Capital Management
Washington
– -$17.8K -628 Closed
SFG
192
Stonebridge Financial Group
Pennsylvania
– -$14.2K -500 Closed
PFBT
193
Parkside Financial Bank & Trust
Missouri
– -$568 -20 Closed
HNB
194
Huntington National Bank
Ohio
– -$510 -18 Closed
SC
195
Stephens Consulting
Michigan
– -$426 -15 Closed
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