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Univest Financial
UVSP

Overview Fund Activity

139 hedge funds and large institutions have $495M invested in Univest Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
47
Reduced
47
Closed
15
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$2K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$11M
2
MAM
2
Martingale Asset Management
Massachusetts
$1.03M
3
Millennium Management
3
Millennium Management
New York
$1.25M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$15.5M
5
Jane Street
5
Jane Street
New York
$634K

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$3.92M
2
Ameriprise
2
Ameriprise
Minnesota
$3M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$29M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$1.99M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.44M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$76.7M 3,359,688 -27,454 -0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$60.1M 2,631,525 -23,099 -0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$44.7M 1,958,549 -18,788 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$35.9M 1,571,803 +590 +0%
Pzena Investment Management
5
Pzena Investment Management
New York
$29M 1,268,250 -50,641 -4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.6M 1,210,351 +12,401 +1%
State Street
7
State Street
Massachusetts
$20.4M 891,441 -19,764 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.5M 680,675 +31,761 +5%
Renaissance Technologies
9
Renaissance Technologies
New York
$15.1M 659,289 -900 -0.1%
American Century Companies
10
American Century Companies
Missouri
$11M 482,089 +83,599 +21%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$10.3M 453,040 +22,240 +5%
LI
12
Leeward Investments
Massachusetts
$9.24M 404,942 +21,550 +6%
UF
13
Univest Financial
Pennsylvania
$9.23M 404,209 -1,282 -0.3%
AQR Capital Management
14
AQR Capital Management
Connecticut
$8.86M 388,080 -15,311 -4%
Northern Trust
15
Northern Trust
Illinois
$7.66M 335,434 -7,290 -2%
ECA
16
Endeavour Capital Advisors
Connecticut
$6.51M 284,939 -1,500 -0.5%
RA
17
Royce & Associates
New York
$6.18M 270,724 -6,568 -2%
Charles Schwab
18
Charles Schwab
California
$5.86M 256,775 -24,749 -9%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$5.44M 238,144 +6,005 +3%
Morgan Stanley
20
Morgan Stanley
New York
$5.24M 229,737 +9,609 +4%
Goldman Sachs
21
Goldman Sachs
New York
$5.11M 223,941 +10,208 +5%
BCM
22
Bridgeway Capital Management
Texas
$4.84M 212,180 -3,700 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.98M 174,115 +6,724 +4%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$3.92M 171,622 -68,794 -29%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$3.31M 145,009 +7,099 +5%
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