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Univest Financial
UVSP

Overview Fund Activity

140 hedge funds and large institutions have $516M invested in Univest Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 10 closing their positions.

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
49
Reduced
52
Closed
10
Calls
$38K
Puts
$12K
Net Calls
+$26K
Net Calls Change
+$18K

Top Buyers

1
BlackRock
1
BlackRock
New York
$80.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.01M
3
Ameriprise
3
Ameriprise
Minnesota
$5.11M
4
Millennium Management
4
Millennium Management
New York
$6.32M
5
State Street
5
State Street
Massachusetts
$19.8M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$491K
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Pzena Investment Management
3
Pzena Investment Management
New York
$37.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$16.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$80.6M 3,395,057 +255,765 +8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$55.8M 2,350,051 +60,075 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.5M 2,211,426 +27,162 +1%
Pzena Investment Management
4
Pzena Investment Management
New York
$37.1M 1,561,246 -80,216 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$37M 1,556,927 +40,292 +3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.6M 1,371,176 +60,831 +5%
State Street
7
State Street
Massachusetts
$19.8M 833,418 +63,208 +8%
Renaissance Technologies
8
Renaissance Technologies
New York
$16.1M 676,089 -33,080 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.4M 564,626 +17,443 +3%
UF
10
Univest Financial
Pennsylvania
$11.8M 495,821 -14,284 -3%
LI
11
Leeward Investments
Massachusetts
$10.6M 445,281 -22,170 -5%
Boston Partners
12
Boston Partners
Massachusetts
$10.3M 448,970 +9,648 +2%
Northern Trust
13
Northern Trust
Illinois
$8.3M 349,782 -7,915 -2%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$7.88M 331,857 +5,418 +2%
Morgan Stanley
15
Morgan Stanley
New York
$6.32M 266,159 -1,497 -0.6%
Millennium Management
16
Millennium Management
New York
$6.32M 266,065 +66,042 +33%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$6.23M 262,588 +7,505 +3%
BCM
18
Bridgeway Capital Management
Texas
$5.82M 245,204 -6,175 -2%
American Century Companies
19
American Century Companies
Missouri
$5.24M 220,700 +42,928 +24%
Charles Schwab
20
Charles Schwab
California
$5.14M 216,678 +1,386 +0.6%
Ameriprise
21
Ameriprise
Minnesota
$5.11M 215,280 +76,942 +56%
Goldman Sachs
22
Goldman Sachs
New York
$4.74M 199,812 +6,483 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.72M 198,658 -3,211 -2%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$4.64M 195,270 +38,610 +25%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$4.49M 189,009 +13,660 +8%
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