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Univest Financial
UVSP

Overview Fund Activity

179 hedge funds and large institutions have $646M invested in Univest Financial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 11 closing their positions.

Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
57
Reduced
60
Closed
11
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.95M
2
NL
2
Nuveen LLC
North Carolina
$3.38M
3
UBS Group
3
UBS Group
Switzerland
$5.69M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$48.1M

Top Sellers

1
State Street
1
State Street
Massachusetts
$24.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.4M
3
Prudential Financial
3
Prudential Financial
New Jersey
$2.46M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$8.75M
5
RA
5
Royce & Associates
New York
$3.72M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$96.9M 3,417,968 -40,585 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$73.9M 2,607,250 -3,698 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55.3M 1,951,007 -22,461 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$48.1M 1,695,235 +69,462 +4%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.4M 1,282,311 +77,781 +6%
Pzena Investment Management
6
Pzena Investment Management
New York
$32.4M 1,143,141 -5,976 -0.5%
State Street
7
State Street
Massachusetts
$24.1M 850,899 -108,361 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20.9M 737,069 +34,497 +5%
American Century Companies
9
American Century Companies
Missouri
$19.4M 682,823 +50,469 +8%
Renaissance Technologies
10
Renaissance Technologies
New York
$18.3M 644,269 +15,580 +2%
UF
11
Univest Financial
Pennsylvania
$14.8M 520,580 -11,248 -2%
Ameriprise
12
Ameriprise
Minnesota
$10.9M 385,155 -13,320 -3%
LI
13
Leeward Investments
Massachusetts
$10.2M 360,025 -15,638 -4%
Northern Trust
14
Northern Trust
Illinois
$9.36M 329,991 -9,299 -3%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$8.75M 308,430 -82,340 -21%
AQR Capital Management
16
AQR Capital Management
Connecticut
$8.72M 307,447 -1,801 -0.6%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$8.04M 283,495 +44,436 +19%
ECA
18
Endeavour Capital Advisors
Connecticut
$7.28M 256,631 +14,547 +6%
Charles Schwab
19
Charles Schwab
California
$6.68M 235,701 -9,686 -4%
Morgan Stanley
20
Morgan Stanley
New York
$6.4M 225,676 -90,223 -29%
Goldman Sachs
21
Goldman Sachs
New York
$6.36M 224,241 -44,091 -16%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$5.99M 211,330 -441 -0.2%
BCM
23
Bridgeway Capital Management
Texas
$5.75M 202,654 +4,087 +2%
UBS Group
24
UBS Group
Switzerland
$5.69M 200,699 +113,839 +131%
SEI Investments
25
SEI Investments
Pennsylvania
$5.1M 179,685 +9,296 +5%
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