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Univest Financial
UVSP

Overview Fund Activity

125 hedge funds and large institutions have $423M invested in Univest Financial in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
35
Reduced
45
Closed
11
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
–

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$9.13M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.3M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$39.4M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.9M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.36M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$22.5M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.2M
4
Wells Fargo
4
Wells Fargo
California
$6.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$57M 2,767,794 +32,752 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$43.1M 2,095,661 -5,225 -0.2%
Pzena Investment Management
3
Pzena Investment Management
New York
$39.4M 1,913,534 +117,376 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.7M 1,442,774 -37,228 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$22.5M 1,092,169 -89,000 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$21.3M 1,034,214 +134,234 +15%
ECA
7
Endeavour Capital Advisors
Connecticut
$19M 923,049 -19,037 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.6M 711,490 +4,076 +0.6%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.9M 674,645 +88,095 +15%
State Street
10
State Street
Massachusetts
$13.9M 673,684 +5,182 +0.8%
UF
11
Univest Financial
Pennsylvania
$12.3M 598,500 +1,703 +0.3%
Northern Trust
12
Northern Trust
Illinois
$10.4M 503,274 -17,227 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.92M 482,060 -4,350 -0.9%
FCM
14
FJ Capital Management
Virginia
$9.13M 443,000 +359,000 +427%
Wells Fargo
15
Wells Fargo
California
$6.7M 325,316 -44,206 -12%
Bank of America
16
Bank of America
North Carolina
$5.31M 257,747 -2,394 -0.9%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$5.21M 253,122 -33,007 -12%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$4.69M 203,752 +16,414 +9%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$4.36M 211,847 +647 +0.3%
PPA
20
Parametric Portfolio Associates
Washington
$4.12M 200,089 +26,552 +15%
Charles Schwab
21
Charles Schwab
California
$3.98M 193,165 +500 +0.3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.91M 190,065 -24,458 -11%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$3.48M 168,900 -21,000 -11%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$3.46M 168,102 -2,293 -1%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$3.36M 163,140 +78,850 +94%
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