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Univest Financial
UVSP

Overview Fund Activity

134 hedge funds and large institutions have $376M invested in Univest Financial in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
61
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$5.73M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M
3
Charles Schwab
3
Charles Schwab
California
$5.22M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$3.15M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.55M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.1M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$76.5K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$58.7M 3,376,990 -49,039 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M 2,556,151 +130,584 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.4M 1,977,144 -126,682 -6%
Pzena Investment Management
4
Pzena Investment Management
New York
$26.7M 1,536,123 -1,644 -0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$26M 1,495,117 -64,629 -4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.1M 1,099,925 -329,203 -23%
State Street
7
State Street
Massachusetts
$14.8M 851,931 -12,704 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$12.2M 699,769 +5,300 +0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.8M 619,499 +30,162 +5%
UF
10
Univest Financial
Pennsylvania
$9.01M 518,498 -1,665 -0.3%
Boston Partners
11
Boston Partners
Massachusetts
$7.25M 419,957 -16,552 -4%
LI
12
Leeward Investments
Massachusetts
$7M 402,685 -31,187 -7%
Northern Trust
13
Northern Trust
Illinois
$6.29M 361,931 +3,504 +1%
AQR Capital Management
14
AQR Capital Management
Connecticut
$5.73M 329,731 +214,572 +186%
Charles Schwab
15
Charles Schwab
California
$5.22M 300,547 +82,107 +38%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$5.17M 297,600 +11,900 +4%
American Century Companies
17
American Century Companies
Missouri
$4.62M 265,738 +34,521 +15%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$4.59M 264,054 -5,138 -2%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$3.87M 222,566 +23,027 +12%
Ameriprise
20
Ameriprise
Minnesota
$3.81M 219,429 -4,416 -2%
Goldman Sachs
21
Goldman Sachs
New York
$3.76M 216,066 +3,432 +2%
Morgan Stanley
22
Morgan Stanley
New York
$3.4M 195,629 -22,840 -10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.38M 194,725 +585 +0.3%
BCM
24
Bridgeway Capital Management
Texas
$3.28M 188,435 +23,577 +14%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$3.15M 180,994 +79,472 +78%
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