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Univest Financial
UVSP

Overview Fund Activity

173 hedge funds and large institutions have $668M invested in Univest Financial in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$11.8M
2
State Street
2
State Street
Massachusetts
$28.3M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M
4
American Century Companies
4
American Century Companies
Missouri
$18.7M
5
UBS Group
5
UBS Group
Switzerland
$2.56M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$3.41M
2
RA
2
Royce & Associates
New York
$5.38M
3
Jane Street
3
Jane Street
New York
$0
4
Pzena Investment Management
4
Pzena Investment Management
New York
$33.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$102M 3,458,553 -13,374 -0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$77M 2,610,948 -11,527 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$58.2M 1,973,468 +737 +0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$48M 1,625,773 -30,329 -2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M 1,204,530 +75,964 +7%
Pzena Investment Management
6
Pzena Investment Management
New York
$33.9M 1,149,117 -40,631 -3%
State Street
7
State Street
Massachusetts
$28.3M 959,260 +85,889 +10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20.7M 702,572 -1,873 -0.3%
American Century Companies
9
American Century Companies
Missouri
$18.7M 632,354 +71,265 +13%
Renaissance Technologies
10
Renaissance Technologies
New York
$18.6M 628,689 -22,200 -3%
UF
11
Univest Financial
Pennsylvania
$15.7M 531,828 +380 +0.1%
Ameriprise
12
Ameriprise
Minnesota
$11.8M 398,475 +260,990 +190%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$11.5M 390,770 -4,130 -1%
LI
14
Leeward Investments
Massachusetts
$11.1M 375,663 -27,913 -7%
Northern Trust
15
Northern Trust
Illinois
$10M 339,290 +9,184 +3%
Morgan Stanley
16
Morgan Stanley
New York
$9.32M 315,899 +2,528 +0.8%
AQR Capital Management
17
AQR Capital Management
Connecticut
$9.13M 309,248 -14,584 -5%
Goldman Sachs
18
Goldman Sachs
New York
$7.92M 268,332 -8,133 -3%
Charles Schwab
19
Charles Schwab
California
$7.24M 245,387 -496 -0.2%
ECA
20
Endeavour Capital Advisors
Connecticut
$7.14M 242,084 -31,105 -11%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$7.05M 239,059 +3,769 +2%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$6.25M 211,771 -742 -0.3%
BCM
23
Bridgeway Capital Management
Texas
$5.86M 198,567 -18,303 -8%
RA
24
Royce & Associates
New York
$5.38M 182,451 -61,015 -25%
Prudential Financial
25
Prudential Financial
New Jersey
$5.11M 173,024 +32,400 +23%
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