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Univest Financial
UVSP

Overview Fund Activity

147 hedge funds and large institutions have $575M invested in Univest Financial in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
52
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.9M
2
FCM
2
FJ Capital Management
Virginia
$16.2M
3
Millennium Management
3
Millennium Management
New York
$1.7M
4
State Street
4
State Street
Massachusetts
$22.6M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.95M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$49K
2
PP
2
Prospector Partners
Connecticut
$0
3
BlackRock
3
BlackRock
New York
$76.6M
4
Bank of America
4
Bank of America
North Carolina
$2.74M
5
CIC
5
Cornercap Investment Counsel
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$76.6M 2,863,315 -87,564 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$54.8M 2,047,076 +22,214 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$53.9M 2,012,964 +217,911 +12%
Pzena Investment Management
4
Pzena Investment Management
New York
$46.3M 1,731,120 +9,522 +0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$40.6M 1,517,814 +30,579 +2%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7M 1,335,306 +32,203 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$22.8M 852,769 +9,042 +1%
State Street
8
State Street
Massachusetts
$22.6M 844,155 +46,712 +6%
FCM
9
FJ Capital Management
Virginia
$16.2M 605,648 +70,648 +13%
ECA
10
Endeavour Capital Advisors
Connecticut
$14.9M 558,429 +10,017 +2%
UF
11
Univest Financial
Pennsylvania
$14.2M 531,354 -10,838 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$14M 521,745 -12,838 -2%
LI
13
Leeward Investments
Massachusetts
$13.2M 493,269 +493,269 New
Northern Trust
14
Northern Trust
Illinois
$9.77M 364,979 -9,199 -2%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$8.95M 334,450 +41,255 +14%
PPA
16
Parametric Portfolio Associates
Washington
$6.9M 257,685 -4,838 -2%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$6.48M 242,293 -13,603 -5%
Goldman Sachs
18
Goldman Sachs
New York
$5.84M 218,107 +20,462 +10%
Charles Schwab
19
Charles Schwab
California
$5.68M 212,294 +4,891 +2%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$5.63M 202,805 +5,463 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.45M 203,722 +6,108 +3%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$4.52M 168,900 – –
Ameriprise
23
Ameriprise
Minnesota
$4.1M 153,353 +1,593 +1%
PI
24
Putnam Investments
Massachusetts
$3.91M 146,250 -3,670 -2%
MPAM
25
Monarch Partners Asset Management
Massachusetts
$3.83M 143,039 – –
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