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Univest Financial
UVSP

Overview Fund Activity

140 hedge funds and large institutions have $496M invested in Univest Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 11 closing their positions.

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
44
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jacobs Asset Management
New York
$2.29M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.96M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.1M
4
Millennium Management
4
Millennium Management
New York
$1.99M
5
American Century Companies
5
American Century Companies
Missouri
$2.38M

Top Sellers

1
MCM
1
Maltese Capital Management
New York
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$287K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.6M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$262K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$69M 2,936,640 +11,981 +0.4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$49.9M 2,126,504 +3,941 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.1M 2,049,624 +87,127 +4%
Pzena Investment Management
4
Pzena Investment Management
New York
$39.8M 1,696,998 -14,043 -0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.8M 1,484,071 -44,032 -3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30M 1,276,498 +29,482 +2%
State Street
7
State Street
Massachusetts
$17.7M 755,786 -26,830 -3%
Renaissance Technologies
8
Renaissance Technologies
New York
$17.6M 749,869 -56,720 -7%
FCM
9
FJ Capital Management
Virginia
$14.3M 607,000 -35,000 -5%
ECA
10
Endeavour Capital Advisors
Connecticut
$12.6M 538,617 -30,782 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.6M 537,113 +9,495 +2%
UF
12
Univest Financial
Pennsylvania
$12.3M 525,743 -1,576 -0.3%
LI
13
Leeward Investments
Massachusetts
$11M 469,883 -9,036 -2%
Northern Trust
14
Northern Trust
Illinois
$8.46M 360,464 -1,355 -0.4%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$7.92M 337,109 -2,269 -0.7%
BCM
16
Bridgeway Capital Management
Texas
$6.42M 273,479 – –
Morgan Stanley
17
Morgan Stanley
New York
$6.2M 264,135 -30,922 -10%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$5.8M 246,775 -327 -0.1%
Charles Schwab
19
Charles Schwab
California
$4.99M 212,630 +4,444 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.8M 204,614 +11,217 +6%
Goldman Sachs
21
Goldman Sachs
New York
$4.61M 196,162 -7,130 -4%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$4.35M 185,087 -8,348 -4%
AQR Capital Management
23
AQR Capital Management
Connecticut
$3.96M 168,502 +91,503 +119%
PI
24
Putnam Investments
Massachusetts
$3.8M 161,756 +12,775 +9%
Ameriprise
25
Ameriprise
Minnesota
$3.22M 137,263 -12,780 -9%
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