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Univest Financial
UVSP

Overview Fund Activity

141 hedge funds and large institutions have $493M invested in Univest Financial in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
52
Reduced
45
Closed
11
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.1M
2
RA
2
Royce & Associates
New York
$4.58M
3
BlackRock
3
BlackRock
New York
$77M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.3M

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$9.59M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$32.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.32M
4
Millennium Management
4
Millennium Management
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.74M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$77M 3,493,714 +116,724 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$58.3M 2,644,409 +88,258 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$43.1M 1,957,085 -20,059 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$34.2M 1,551,906 +56,789 +4%
Pzena Investment Management
5
Pzena Investment Management
New York
$32.1M 1,458,921 -77,202 -5%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.4M 1,197,934 +98,009 +9%
State Street
7
State Street
Massachusetts
$19.6M 887,954 +36,023 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$14.8M 671,089 -28,680 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.3M 648,125 +28,626 +5%
Morgan Stanley
10
Morgan Stanley
New York
$12.1M 549,762 +354,133 +181%
Boston Partners
11
Boston Partners
Massachusetts
$9.59M 439,664 +19,707 +5%
UF
12
Univest Financial
Pennsylvania
$9.59M 435,164 -83,334 -16%
LI
13
Leeward Investments
Massachusetts
$8.81M 399,852 -2,833 -0.7%
AQR Capital Management
14
AQR Capital Management
Connecticut
$8.31M 377,377 +47,646 +14%
Northern Trust
15
Northern Trust
Illinois
$8.07M 366,218 +4,287 +1%
American Century Companies
16
American Century Companies
Missouri
$7.08M 321,483 +55,745 +21%
Charles Schwab
17
Charles Schwab
California
$6.68M 303,331 +2,784 +0.9%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$6.68M 303,200 +5,600 +2%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$5.19M 235,541 +12,975 +6%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$5.14M 233,098 -30,956 -12%
Goldman Sachs
21
Goldman Sachs
New York
$4.74M 215,125 -941 -0.4%
BCM
22
Bridgeway Capital Management
Texas
$4.62M 209,755 +21,320 +11%
RA
23
Royce & Associates
New York
$4.58M 207,841 +207,841 New
Ameriprise
24
Ameriprise
Minnesota
$3.93M 178,351 -41,078 -19%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.93M 178,334 -16,391 -8%
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