UVSP icon

Univest Financial
UVSP

Overview Fund Activity

131 hedge funds and large institutions have $330M invested in Univest Financial in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
42
Closed
8
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$324K

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.4M
2
Northern Trust
2
Northern Trust
Illinois
$8.73M
3
BlackRock
3
BlackRock
New York
$44.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.8M
5
PPA
5
Parametric Portfolio Associates
Washington
$2.45M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$1.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$1.25M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
BFC
4
Banc Funds Company
Illinois
$1.39M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$44.5M 2,759,533 +84,620 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34.6M 2,143,981 +47,115 +2%
Pzena Investment Management
3
Pzena Investment Management
New York
$26.4M 1,636,614 +165,812 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.7M 1,468,849 +19,315 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$19.4M 1,203,269 -3,800 -0.3%
ECA
6
Endeavour Capital Advisors
Connecticut
$15M 927,034 +25,298 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$15M 926,460 -38,197 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.8M 733,795 +64,748 +10%
State Street
9
State Street
Massachusetts
$11.8M 723,923 +33,339 +5%
UF
10
Univest Financial
Pennsylvania
$9.62M 595,737 -1,105 -0.2%
Northern Trust
11
Northern Trust
Illinois
$8.73M 540,830 +107,656 +25%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$7.69M 476,709 +25,533 +6%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.3M 404,676 +34,496 +9%
Wells Fargo
14
Wells Fargo
California
$6.23M 385,844 +5,806 +2%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$4.43M 274,185 -989 -0.4%
Bank of America
16
Bank of America
North Carolina
$3.98M 246,307 +35,797 +17%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$3.9M 241,824 +13,041 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.61M 223,618 -2,090 -0.9%
KCM
19
Kennedy Capital Management
Missouri
$3.26M 202,130 +22,303 +12%
Charles Schwab
20
Charles Schwab
California
$3.16M 195,570 +12,247 +7%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$3.14M 194,500 +29,100 +18%
BCM
22
Bridgeway Capital Management
Texas
$2.86M 176,979 – –
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.77M 171,877 +1,316 +0.8%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.68M 194,486 +14,957 +8%
MAM
25
Martingale Asset Management
Massachusetts
$2.66M 164,607 -12,600 -7%
1
2 3 4 5