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Univest Financial

208 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

6% more capital invested

Capital invested by funds: $722M → $766M (+$43.9M)

6% more funds holding

Funds holding: 197208 (+11)

2.16% more ownership

Funds ownership: 77.46%79.62% (+2.2%)

86% less call options, than puts

Call options by funds: $236K | Put options by funds: $1.67M

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
78
Reduced
54
Closed
16
Calls
$236K
Puts
$1.67M
Net Calls
-$1.43M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$107M +$448K +13,257 +0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$65.2M -$22M -650,060 -25%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.6M +$236K +6,965 +0.4%
VCM
4
Vanguard Capital Management
Pennsylvania
$41.7M +$41.2M +1,217,343 New
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.5M -$3.38M -99,920 -8%
State Street
6
State Street
Massachusetts
$32M +$2.55M +75,378 +9%
Pzena Investment Management
7
Pzena Investment Management
New York
$28.9M -$467K -13,810 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$27.1M +$409K +12,103 +2%
American Century Companies
9
American Century Companies
Missouri
$26M +$1.92M +56,639 +8%
Renaissance Technologies
10
Renaissance Technologies
New York
$20M -$1.74M -51,496 -8%
UF
11
Univest Financial
Pennsylvania
$17.2M -$3.92M -115,775 -19%
Goldman Sachs
12
Goldman Sachs
New York
$12.3M -$709K -20,969 -6%
AQR Capital Management
13
AQR Capital Management
Connecticut
$12M +$886K +26,202 +8%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$11.9M +$466K +13,772 +4%
LI
15
Leeward Investments
Massachusetts
$11.3M -$307K -9,071 -3%
Two Sigma Investments
16
Two Sigma Investments
New York
$11M +$6.08M +179,779 +128%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$10.3M -$454K -13,420 -4%
Northern Trust
18
Northern Trust
Illinois
$10.2M +$209K +6,183 +2%
VPM
19
Vanguard Portfolio Management
Pennsylvania
$9.54M +$9.42M +278,491 New
SEI Investments
20
SEI Investments
Pennsylvania
$9.31M +$989K +29,247 +12%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$8.82M +$8.7M +257,403 New
Morgan Stanley
22
Morgan Stanley
New York
$8.64M -$770K -22,767 -8%
Charles Schwab
23
Charles Schwab
California
$8.01M -$43.3K -1,279 -0.5%
BCM
24
Bridgeway Capital Management
Texas
$7.91M +$255K +7,534 +3%
Bank of America
25
Bank of America
North Carolina
$7.74M +$1.17M +34,557 +18%