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Univest Financial

139 hedge funds and large institutions have $505M invested in Univest Financial in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 14 closing their positions.

Holders
139
Holders Change
Holders Change %
0%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
58
Reduced
35
Closed
14
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$67.1M 2,630,976 +34,319 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$53.1M 2,079,761 +13,335 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.2M 1,418,769 +33,926 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$30.4M 1,190,869 +68,400 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$28.5M 1,118,746 +10,789 +1%
ECA
6
Endeavour Capital Advisors
Connecticut
$24.6M 965,652 -117,378 -11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.4M 761,422 -26,635 -3%
State Street
8
State Street
Massachusetts
$18.7M 727,746 +10,455 +1%
UF
9
Univest Financial
Pennsylvania
$15.1M 591,968 +2,742 +0.5%
Aberdeen Group
10
Aberdeen Group
United Kingdom
$12.1M 473,699 -322,190 -40%
Wells Fargo
11
Wells Fargo
California
$11.6M 455,145 +8,319 +2%
Northern Trust
12
Northern Trust
Illinois
$11.2M 440,308 +12,209 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10.4M 407,362 +7,187 +2%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.39M 369,478 -38 -0%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$8.42M 330,218 +6,825 +2%
Impax Asset Management Group
16
Impax Asset Management Group
United Kingdom
$8.41M 329,507 +212,563 +182%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$7.14M 279,829 -2,990 -1%
KCM
18
Kennedy Capital Management
Missouri
$6.8M 266,630 -7,788 -3%
Bank of America
19
Bank of America
North Carolina
$6.38M 250,175 +97,607 +64%
BCM
20
Bridgeway Capital Management
Texas
$5.03M 196,979 +77,000 +64%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.94M 193,572 -3,287 -2%
MAM
22
Martingale Asset Management
Massachusetts
$4.85M 190,000 +82,900 +77%
Charles Schwab
23
Charles Schwab
California
$4.5M 176,236 +4,527 +3%
Goldman Sachs
24
Goldman Sachs
New York
$4.12M 161,469 +3,618 +2%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$3.89M 152,500