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Univest Financial
UVSP

Overview Fund Activity

137 hedge funds and large institutions have $599M invested in Univest Financial in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 54 reducing their positions, and 5 closing their positions.

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
42
Reduced
54
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$47.6M
2
BlackRock
2
BlackRock
New York
$84.8M
3
State Street
3
State Street
Massachusetts
$22.3M
4
FCM
4
FJ Capital Management
Virginia
$15.6M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.2M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$19.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.4M
3
Northern Trust
3
Northern Trust
Illinois
$11.5M
4
Bank of America
4
Bank of America
North Carolina
$5.55M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$176K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$84.8M 2,967,637 +199,843 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$59.1M 2,068,659 -27,002 -1%
Pzena Investment Management
3
Pzena Investment Management
New York
$55M 1,922,196 +8,662 +0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.6M 1,663,945 +629,731 +61%
Vanguard Group
5
Vanguard Group
Pennsylvania
$42M 1,470,713 +27,939 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$27.4M 956,889 -135,280 -12%
State Street
7
State Street
Massachusetts
$22.3M 781,503 +107,819 +16%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.2M 742,972 +68,327 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.8M 694,131 -17,359 -2%
ECA
10
Endeavour Capital Advisors
Connecticut
$19.3M 675,256 -247,793 -27%
UF
11
Univest Financial
Pennsylvania
$17M 596,241 -2,259 -0.4%
FCM
12
FJ Capital Management
Virginia
$15.6M 545,700 +102,700 +23%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14.8M 518,542 +36,482 +8%
Northern Trust
14
Northern Trust
Illinois
$11.5M 401,634 -101,640 -20%
Wells Fargo
15
Wells Fargo
California
$7.81M 273,292 -52,024 -16%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$6.73M 235,272 -17,850 -7%
PPA
17
Parametric Portfolio Associates
Washington
$6.33M 221,517 +21,428 +11%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$6.09M 213,040 +1,193 +0.6%
Goldman Sachs
19
Goldman Sachs
New York
$5.97M 208,842 +49,581 +31%
Charles Schwab
20
Charles Schwab
California
$5.68M 198,619 +5,454 +3%
Bank of America
21
Bank of America
North Carolina
$5.55M 194,156 -63,591 -25%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.54M 193,802 +3,737 +2%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$5.15M 183,467 -20,285 -10%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$4.83M 168,900 – –
PI
25
Putnam Investments
Massachusetts
$4.48M 156,800 +32,100 +26%
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