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Univest Financial

208 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

6% more capital invested

Capital invested by funds: $722M → $766M (+$43.9M)

6% more funds holding

Funds holding: 197208 (+11)

2.16% more ownership

Funds ownership: 77.46%79.62% (+2.2%)

86% less call options, than puts

Call options by funds: $236K | Put options by funds: $1.67M

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
78
Reduced
54
Closed
16
Calls
$236K
Puts
$1.67M
Net Calls
-$1.43M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
201
SJS Investment Consulting
Ohio
$651 +$440 +13 +217%
SHIM
202
Stone House Investment Management
Pennsylvania
$274 +$271 +8 New
SS
203
SBI Securities
Japan
$171
GIA
204
GHP Investment Advisors
Colorado
$69 +$68 +2 New
TFM
205
TFC Financial Management
Massachusetts
$35
JWM
206
JPL Wealth Management
Colorado
$35 +$34 +1 New
TPWA
207
Twin Peaks Wealth Advisors
California
$34 +$34 +1 New
Two Sigma Advisers
208
Two Sigma Advisers
New York
-$2.72M -83,080 Closed
LCM
209
Logan Capital Management
Pennsylvania
-$1.64M -48,600 Closed
A
210
AlphaQuest
New York
-$1.15M -35,232 Closed
HSA
211
Hussman Strategic Advisors
Maryland
-$688K -21,000 Closed
Thrivent Financial for Lutherans
212
Thrivent Financial for Lutherans
Minnesota
-$595K -18,169 Closed
Verition Fund Management
213
Verition Fund Management
Connecticut
-$580K -17,718 Closed
Squarepoint
214
Squarepoint
New York
-$560K -17,106 Closed
GCP
215
GSA Capital Partners
United Kingdom
-$215K -6,576 Closed
AB
216
Amalgamated Bank
New York
-$29K -893 Closed
CI
217
CX Institutional
Indiana
-$4K -115 Closed
ECSS
218
Eurizon Capital SGR SpA
-$3.34K -102 Closed
TPBG
219
Turning Point Benefit Group
Maryland
-$2.46K -75 Closed
QL
220
Quarry LP
New York
-$1.93K -59 Closed
JSAM
221
J. Safra Asset Management
New York
-$1.87K -57 Closed
C
222
Covestor
United Kingdom
-$507 -15 -68%
CA
223
Clearstead Advisors
Ohio
-$66 -2 Closed
KFAS
224
Keating Financial Advisory Services
Kansas
-$33 -1 Closed