UVSP icon

Univest Financial
UVSP

Overview Fund Activity

138 hedge funds and large institutions have $391M invested in Univest Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

Holders
138
Holders Change
-2
Holders Change %
-1.43%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$5.17M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8M
5
WCM
5
Wedge Capital Management
North Carolina
$973K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.01M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.74M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38M
4
BCM
4
Bridgeway Capital Management
Texas
$2.98M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$61.9M 3,426,029 +30,972 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$43.9M 2,425,567 +75,516 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38M 2,103,826 -107,600 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.2M 1,559,746 +2,819 +0.2%
Pzena Investment Management
5
Pzena Investment Management
New York
$27.8M 1,537,767 -23,479 -2%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8M 1,429,128 +57,952 +4%
State Street
7
State Street
Massachusetts
$15.6M 864,635 +31,217 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$12.6M 694,469 +18,380 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.7M 589,337 +24,711 +4%
UF
10
Univest Financial
Pennsylvania
$9.4M 520,163 +24,342 +5%
Boston Partners
11
Boston Partners
Massachusetts
$8.02M 436,509 -12,461 -3%
LI
12
Leeward Investments
Massachusetts
$7.84M 433,872 -11,409 -3%
Northern Trust
13
Northern Trust
Illinois
$6.48M 358,427 +8,645 +2%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$5.17M 285,700 +90,430 +46%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$4.87M 269,192 +6,604 +3%
American Century Companies
16
American Century Companies
Missouri
$4.18M 231,217 +10,517 +5%
Ameriprise
17
Ameriprise
Minnesota
$4.05M 223,845 +8,565 +4%
Morgan Stanley
18
Morgan Stanley
New York
$3.95M 218,469 -47,690 -18%
Charles Schwab
19
Charles Schwab
California
$3.95M 218,440 +1,762 +0.8%
Goldman Sachs
20
Goldman Sachs
New York
$3.84M 212,634 +12,822 +6%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$3.61M 199,539 +10,530 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.51M 194,140 -4,518 -2%
BCM
23
Bridgeway Capital Management
Texas
$2.98M 164,858 -80,346 -33%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$2.74M 151,289 -180,568 -54%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.37M 131,357 +4,658 +4%
1
2 3 4 5