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Univest Financial
UVSP

Overview Fund Activity

136 hedge funds and large institutions have $577M invested in Univest Financial in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% 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
12
Increased
45
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$49.2M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$3.47M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.49M
5
Wells Fargo
5
Wells Fargo
California
$8.37M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$37.8M
2
ECA
2
Endeavour Capital Advisors
Connecticut
$15.9M
3
State Street
3
State Street
Massachusetts
$21.8M
4
BFC
4
Banc Funds Company
Illinois
$0
5
UF
5
Univest Financial
Pennsylvania
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$79.6M 2,906,597 +13,644 +0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$56.1M 2,046,533 -2,098 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$49.2M 1,795,329 +57,483 +3%
Pzena Investment Management
4
Pzena Investment Management
New York
$46.9M 1,710,469 -5,138 -0.3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$37.8M 1,378,500 -87,382 -6%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.2M 1,284,106 +508,810 +66%
Renaissance Technologies
7
Renaissance Technologies
New York
$23.6M 860,189 -33,880 -4%
State Street
8
State Street
Massachusetts
$21.8M 796,044 -65,225 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$17.4M 636,005 -26,120 -4%
ECA
10
Endeavour Capital Advisors
Connecticut
$15.9M 581,977 -80,962 -12%
UF
11
Univest Financial
Pennsylvania
$14.9M 543,057 -39,486 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$14.6M 532,769 +6,804 +1%
FCM
13
FJ Capital Management
Virginia
$14.5M 531,000 – –
Northern Trust
14
Northern Trust
Illinois
$10.4M 379,706 -11,223 -3%
Wells Fargo
15
Wells Fargo
California
$8.37M 305,400 +27,188 +10%
PPA
16
Parametric Portfolio Associates
Washington
$6.9M 251,879 +5,579 +2%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$6.46M 235,686 -497 -0.2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$6.45M 231,376 -9,396 -4%
Charles Schwab
19
Charles Schwab
California
$5.6M 204,599 +1,618 +0.8%
Goldman Sachs
20
Goldman Sachs
New York
$5.5M 200,804 -19,816 -9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.46M 199,456 +14,979 +8%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$5.42M 204,477 +3,083 +2%
Bank of America
23
Bank of America
North Carolina
$4.65M 169,834 +6,361 +4%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$4.63M 168,900 – –
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$4.41M 161,110 -510 -0.3%
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