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Univest Financial
UVSP

Overview Fund Activity

127 hedge funds and large institutions have $328M invested in Univest Financial in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 26 closing their positions.

Holders
127
Holders Change
-21
Holders Change %
-14.19%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
49
Reduced
46
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$24M
2
FCM
2
FJ Capital Management
Virginia
$1.87M
3
Victory Capital Management
3
Victory Capital Management
Texas
$2.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05M
5
PAM
5
Panagora Asset Management
Massachusetts
$544K

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$9.74M
2
OAM
2
Oxford Asset Management
United Kingdom
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$15.7M
4
Millennium Management
4
Millennium Management
New York
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.73M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$43.7M 2,674,913 +12,887 +0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34.2M 2,096,866 +8,477 +0.4%
Pzena Investment Management
3
Pzena Investment Management
New York
$24M 1,470,802 +1,470,802 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.7M 1,449,534 +15,980 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$19.7M 1,207,069 +14,300 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$15.7M 964,657 -145,000 -13%
ECA
7
Endeavour Capital Advisors
Connecticut
$14.7M 901,736 -63,916 -7%
State Street
8
State Street
Massachusetts
$11.4M 690,584 -30,360 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.9M 669,047 -74,965 -10%
UF
10
Univest Financial
Pennsylvania
$9.74M 596,842 -191,207 -24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.36M 451,176 +22,079 +5%
Northern Trust
12
Northern Trust
Illinois
$7.07M 433,174 +2,833 +0.7%
Wells Fargo
13
Wells Fargo
California
$6.2M 380,038 -67,567 -15%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.04M 370,180 +1,384 +0.4%
Impax Asset Management Group
15
Impax Asset Management Group
United Kingdom
$5.38M 329,507 – –
Neuberger Berman Group
16
Neuberger Berman Group
New York
$4.49M 275,174 -17,815 -6%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$3.73M 228,783 -124,042 -35%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.68M 225,708 -9,581 -4%
Bank of America
19
Bank of America
North Carolina
$3.44M 210,510 -58,795 -22%
Charles Schwab
20
Charles Schwab
California
$2.99M 183,323 +3,591 +2%
KCM
21
Kennedy Capital Management
Missouri
$2.94M 179,827 -60,597 -25%
MAM
22
Martingale Asset Management
Massachusetts
$2.89M 177,207 -51,525 -23%
BCM
23
Bridgeway Capital Management
Texas
$2.89M 176,979 -20,000 -10%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.81M 179,529 +28,599 +19%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$2.78M 170,561 +18,024 +12%
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