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Univest Financial

114 hedge funds and large institutions have $538M invested in Univest Financial in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
Holders Change %
0%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
43
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Aberdeen Group
1
Aberdeen Group
United Kingdom
$57.2M 2,077,197 -129,631 -6%
BlackRock
2
BlackRock
New York
$55.4M 2,014,895 +109,524 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$52.6M 1,911,266 +79,091 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.6M 1,656,670 +137,953 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.7M 1,261,319 -17,898 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$30.7M 1,117,457 +60,220 +6%
State Street
7
State Street
Massachusetts
$23.5M 853,205 -47,736 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.1M 803,623 -25,997 -3%
Renaissance Technologies
9
Renaissance Technologies
New York
$18M 653,689 +86,800 +15%
ECA
10
Endeavour Capital Advisors
Connecticut
$16.5M 600,504 -70,191 -10%
UF
11
Univest Financial
Pennsylvania
$16M 582,411 -1,058 -0.2%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15M 543,716 +189,998 +54%
Northern Trust
13
Northern Trust
Illinois
$11.3M 409,416 +7,865 +2%
PTC
14
Philadelphia Trust Company
Pennsylvania
$10.4M 376,730 -15,675 -4%
KCM
15
Kennedy Capital Management
Missouri
$8.44M 307,059 +92,675 +43%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.43M 306,404 +31,815 +12%
Wells Fargo
17
Wells Fargo
California
$7.66M 278,467 +102,009 +58%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$7.61M 273,094 -22,773 -8%
FCM
19
FJ Capital Management
Virginia
$6.71M 243,800 -504,700 -67%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$6.66M 242,226 -4,704 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.79M 210,672 -345,852 -62%
BFC
22
Banc Funds Company
Illinois
$5.21M 189,452
Citadel Advisors
23
Citadel Advisors
Florida
$4.39M 159,541 +77,884 +95%
Charles Schwab
24
Charles Schwab
California
$4.36M 158,331 +11,281 +8%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$3.16M 115,000