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Univest Financial
UVSP

Overview Fund Activity

137 hedge funds and large institutions have $549M invested in Univest Financial in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
50
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$22.7M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$2.08M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.67M
5
CIC
5
Cornercap Investment Counsel
Georgia
$1.1M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$45.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$464K
3
BlackRock
3
BlackRock
New York
$76.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$23.6M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$378K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$76.3M 2,892,953 -74,684 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$54M 2,048,631 -20,028 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45.8M 1,737,846 +73,901 +4%
Pzena Investment Management
4
Pzena Investment Management
New York
$45.2M 1,715,607 -206,589 -11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.7M 1,465,882 -4,831 -0.3%
Renaissance Technologies
6
Renaissance Technologies
New York
$23.6M 894,069 -62,820 -7%
State Street
7
State Street
Massachusetts
$22.7M 861,269 +79,766 +10%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.4M 775,296 +32,324 +4%
ECA
9
Endeavour Capital Advisors
Connecticut
$17.5M 662,939 -12,317 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17.5M 662,125 -32,006 -5%
UF
11
Univest Financial
Pennsylvania
$15.4M 582,543 -13,698 -2%
FCM
12
FJ Capital Management
Virginia
$14M 531,000 -14,700 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$13.9M 525,965 +7,423 +1%
Northern Trust
14
Northern Trust
Illinois
$10.3M 390,929 -10,705 -3%
Wells Fargo
15
Wells Fargo
California
$7.34M 278,212 +4,920 +2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$6.67M 240,772 +57,305 +31%
PPA
17
Parametric Portfolio Associates
Washington
$6.5M 246,300 +24,783 +11%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$6.23M 236,183 +911 +0.4%
Goldman Sachs
19
Goldman Sachs
New York
$5.82M 220,620 +11,778 +6%
Charles Schwab
20
Charles Schwab
California
$5.35M 202,981 +4,362 +2%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$5.31M 201,394 -11,646 -5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.87M 184,477 -9,325 -5%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$4.45M 168,900 – –
Bank of America
24
Bank of America
North Carolina
$4.31M 163,473 -30,683 -16%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$4.26M 161,620 +11,800 +8%
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