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Univest Financial

137 hedge funds and large institutions have $542M invested in Univest Financial in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

Holders
137
Holders Change
-10
Holders Change %
-6.8%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
46
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$74.4M 2,924,659 +61,344 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$54M 2,122,563 +75,487 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$49.9M 1,962,497 -50,467 -3%
Pzena Investment Management
4
Pzena Investment Management
New York
$43.5M 1,711,041 -20,079 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.9M 1,528,103 +10,289 +0.7%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.7M 1,247,016 -88,290 -7%
Renaissance Technologies
7
Renaissance Technologies
New York
$20.5M 806,589 -46,180 -5%
State Street
8
State Street
Massachusetts
$19.9M 782,616 -61,539 -7%
FCM
9
FJ Capital Management
Virginia
$16.3M 642,000 +36,352 +6%
ECA
10
Endeavour Capital Advisors
Connecticut
$14.5M 569,399 +10,970 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.4M 527,618 +5,873 +1%
UF
12
Univest Financial
Pennsylvania
$13.4M 527,319 -4,035 -0.8%
LI
13
Leeward Investments
Massachusetts
$12.2M 478,919 -14,350 -3%
Northern Trust
14
Northern Trust
Illinois
$9.21M 361,819 -3,160 -0.9%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$8.63M 339,378 +4,928 +1%
Morgan Stanley
16
Morgan Stanley
New York
$7.51M 295,057 +244,208 +480%
BCM
17
Bridgeway Capital Management
Texas
$6.96M 273,479 +135,000 +97%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$6.29M 247,102 +4,809 +2%
Charles Schwab
19
Charles Schwab
California
$5.3M 208,186 -4,108 -2%
Goldman Sachs
20
Goldman Sachs
New York
$5.17M 203,292 -14,815 -7%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$4.92M 193,435 -9,370 -5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.92M 193,397 -10,325 -5%
Ameriprise
23
Ameriprise
Minnesota
$3.82M 150,043 -3,310 -2%
PI
24
Putnam Investments
Massachusetts
$3.79M 148,981 +2,731 +2%
MPAM
25
Monarch Partners Asset Management
Massachusetts
$3.41M 134,129 -8,910 -6%