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Univest Financial
UVSP

Overview Fund Activity

142 hedge funds and large institutions have $598M invested in Univest Financial in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 7 closing their positions.

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
51
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$8.77M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$4.18M
3
Ameriprise
3
Ameriprise
Minnesota
$4.54M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$44.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.86M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.22M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$2.44M
4
ACM
4
Ategra Capital Management
Virginia
$0
5
ECA
5
Endeavour Capital Advisors
Connecticut
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$88.3M 2,950,879 +44,282 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$60.6M 2,024,862 -21,671 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$53.7M 1,795,053 -276 -0%
Pzena Investment Management
4
Pzena Investment Management
New York
$51.5M 1,721,598 +11,129 +0.7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$44.5M 1,487,235 +108,735 +8%
Renaissance Technologies
6
Renaissance Technologies
New York
$25.2M 843,727 -16,462 -2%
State Street
7
State Street
Massachusetts
$23.9M 797,443 +1,399 +0.2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.2M 606,834 -29,171 -5%
ECA
9
Endeavour Capital Advisors
Connecticut
$16.4M 548,412 -33,565 -6%
UF
10
Univest Financial
Pennsylvania
$16.2M 542,192 -865 -0.2%
FCM
11
FJ Capital Management
Virginia
$16M 535,000 +4,000 +0.8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$16M 534,583 +1,814 +0.3%
Northern Trust
13
Northern Trust
Illinois
$11.2M 374,178 -5,528 -1%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$8.77M 293,195 +293,195 New
PPA
15
Parametric Portfolio Associates
Washington
$7.86M 262,523 +10,644 +4%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$7.66M 255,896 +20,210 +9%
Charles Schwab
17
Charles Schwab
California
$6.21M 207,403 +2,804 +1%
Goldman Sachs
18
Goldman Sachs
New York
$5.91M 197,645 -3,159 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.91M 197,614 -1,842 -0.9%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$5.54M 197,342 -7,135 -3%
Bank of America
21
Bank of America
North Carolina
$5.46M 182,477 +12,643 +7%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$5.05M 168,900 – –
Ameriprise
23
Ameriprise
Minnesota
$4.54M 151,760 +108,919 +254%
PI
24
Putnam Investments
Massachusetts
$4.49M 149,920 +3,300 +2%
MPAM
25
Monarch Partners Asset Management
Massachusetts
$4.28M 143,039 +29,326 +26%
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