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Univest Financial
UVSP

Overview Fund Activity

182 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.3M
2
Millennium Management
2
Millennium Management
New York
$4.02M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.14M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.35M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.7M
2
BlackRock
2
BlackRock
New York
$97.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.24M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
UBS Group
5
UBS Group
Switzerland
$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$97.1M -$5.56M -185,113 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78M -$328K -10,925 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57.4M -$1.23M -40,968 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$51.8M +$902K +30,021 +2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.3M +$5.81M +193,561 +15%
Pzena Investment Management
6
Pzena Investment Management
New York
$26.7M -$7.66M -254,932 -22%
State Street
7
State Street
Massachusetts
$26.2M +$653K +21,733 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$23.2M +$1.1M +36,662 +5%
American Century Companies
9
American Century Companies
Missouri
$20.7M +$177K +5,900 +0.9%
Renaissance Technologies
10
Renaissance Technologies
New York
$18.8M -$564K -18,780 -3%
UF
11
Univest Financial
Pennsylvania
$15.1M -$528K -17,580 -3%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$10.8M +$2.29M +76,242 +27%
LI
13
Leeward Investments
Massachusetts
$10.4M -$394K -13,128 -4%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$10.2M +$898K +29,900 +10%
Northern Trust
15
Northern Trust
Illinois
$9.32M -$594K -19,785 -6%
AQR Capital Management
16
AQR Capital Management
Connecticut
$8.99M -$242K -8,044 -3%
Morgan Stanley
17
Morgan Stanley
New York
$8.14M +$1.36M +45,274 +20%
ECA
18
Endeavour Capital Advisors
Connecticut
$7.71M – – –
Charles Schwab
19
Charles Schwab
California
$7.16M +$76.9K +2,561 +1%
Ameriprise
20
Ameriprise
Minnesota
$6.24M -$5.33M -177,280 -46%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$6.23M -$117K -3,891 -2%
BCM
22
Bridgeway Capital Management
Texas
$6.18M +$94.8K +3,157 +2%
Goldman Sachs
23
Goldman Sachs
New York
$5.95M -$790K -26,293 -12%
SEI Investments
24
SEI Investments
Pennsylvania
$5.87M +$472K +15,726 +9%
Allianz Asset Management
25
Allianz Asset Management
Germany
$5.52M +$271K +9,021 +5%
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