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Univest Financial (UVSP) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Univest Financial (NASDAQ:UVSP)

Current
Institutional Ownership
Percentage
75.07%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$28.96M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$29.64M
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UVSP Institutional Buying and Selling by Quarter

Univest Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 BNP Paribas Financial Markets19,713$410K0.0%+10.7%0.067%
4/24/2024 Assenagon Asset Management S.A.137,910$2.87M0.0%-22.1%0.467%
4/19/2024 Leeward Investments LLC MA383,392$7.98M0.4%-4.1%1.298%
3/22/2024PNC Financial Services Group Inc.4,281$94K0.0%+95.7%0.014%
2/13/2024The Manufacturers Life Insurance Company 1,197,934$26.39M0.0%+8.9%4.059%
2/12/2024Parallel Advisors LLC2,271$50K0.0%+307.7%0.008%
2/9/2024Pzena Investment Management LLC1,458,921$32.14M0.1%-5.0%4.944%
2/8/2024Quadrant Capital Group LLC9,062$200K0.0%+82.9%0.031%
2/7/2024Boston Partners439,664$9.59M0.0%+4.7%1.490%
2/7/2024Dimensional Fund Advisors LP1,957,085$43.12M0.0%-1.0%6.632%
2/7/2024 BNP Paribas Financial Markets17,804$392K0.0%-23.9%0.060%
2/7/2024Teacher Retirement System of Texas27,335$602K0.0%-22.9%0.093%
2/6/2024Charles Schwab Investment Management Inc.303,331$6.68M0.0%+0.9%1.028%
2/6/2024UNIVEST FINANCIAL Corp435,164$9.59M2.8%-16.1%1.475%
2/6/2024Swiss National Bank58,078$1.28M0.0%-10.3%0.197%
2/5/2024Victory Capital Management Inc.47,800$1.05M0.0%+14.1%0.162%
2/5/2024 Cary Street Partners Investment Advisory LLC10,238$226K0.1%-16.0%0.035%
2/2/2024 Leeward Investments LLC MA399,852$8.81M0.4%-0.7%1.355%
2/2/2024 Stanley Laman Group Ltd.9,884$218K0.0%N/A0.033%
2/2/2024State of New Jersey Common Pension Fund D135,564$2.99M0.0%-14.3%0.459%
2/2/2024Bailard Inc.33,400$736K0.0%+203.6%0.113%
2/1/2024 Wedge Capital Management L L P NC23,568$519K0.0%+11.6%0.080%
2/1/2024Signaturefd LLC2,853$63K0.0%+212.8%0.010%
2/1/2024 Lindbrook Capital LLC1,227$27K0.0%+1,787.7%0.004%
1/30/2024Strs Ohio29,600$652K0.0%-13.5%0.100%
1/25/2024 Allspring Global Investments Holdings LLC5,597$123K0.0%+27.1%0.019%
1/24/2024 International Assets Investment Management LLC1,146$25K0.0%+2,103.8%0.004%
1/17/2024 Assenagon Asset Management S.A.177,039$3.90M0.0%-2.2%0.600%
1/16/2024 Raymond James & Associates30,774$678K0.0%+16.0%0.104%
12/18/2023Vanguard Group Inc.1,495,117$25.99M0.0%-4.1%5.066%
12/6/2023Citigroup Inc.9,619$167K0.0%-54.9%0.033%
11/30/2023American Century Companies Inc.265,738$4.62M0.0%+14.9%0.901%
11/15/2023The Manufacturers Life Insurance Company1,099,925$19.12M0.0%-23.0%3.727%
11/15/2023Endeavour Capital Advisors Inc.48,418$842K0.3%+134.2%0.164%
11/15/2023AQR Capital Management LLC329,731$5.73M0.0%+186.3%1.117%
11/13/2023 Cary Street Partners Investment Advisory LLC12,188$212K0.0%+15.7%0.041%
11/13/2023Aigen Investment Management LP11,974$208K0.0%N/A0.041%
11/13/2023FMR LLC2,556,151$44.43M0.0%+5.4%8.662%
11/13/2023Rafferty Asset Management LLC17,752$309K0.0%-17.3%0.060%
11/9/2023Pzena Investment Management LLC1,536,123$26.70M0.1%-0.1%5.205%
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11/8/2023State of New Jersey Common Pension Fund D158,221$2.75M0.0%+44.8%0.536%
11/8/2023Charles Schwab Investment Management Inc.300,547$5.22M0.0%+37.6%1.018%
11/8/2023Swiss National Bank64,778$1.13M0.0%+2.7%0.220%
11/8/2023New York Life Investment Management LLC14,998$261K0.0%-13.6%0.051%
11/8/2023UNIVEST FINANCIAL Corp518,498$9.01M3.0%-0.3%1.757%
11/8/2023Boston Partners419,957$7.25M0.0%-3.8%1.423%
11/7/2023Quantbot Technologies LP2,000$35K0.0%+1,029.9%0.007%
11/7/2023Barclays PLC64,598$1.12M0.0%+3.2%0.219%
11/6/2023 Assenagon Asset Management S.A.180,994$3.15M0.0%+78.3%0.614%
11/6/2023Victory Capital Management Inc.41,893$728K0.0%-5.3%0.142%
10/31/2023Teacher Retirement System of Texas35,457$616K0.0%-8.2%0.120%
10/30/2023Watershed Asset Management L.L.C.13,782$240K0.3%N/A0.047%
10/30/2023Bernardo Wealth Planning LLC10,085$175K0.1%-8.7%0.034%
10/27/2023 Allspring Global Investments Holdings LLC4,403$77K0.0%-97.1%0.015%
10/26/2023Strs Ohio34,200$594K0.0%+20.0%0.116%
10/25/2023Everhart Financial Group Inc.10,942$190K0.1%N/A0.037%
10/24/2023Bailard Inc.11,000$191K0.0%N/A0.037%
10/24/2023 Raymond James & Associates26,519$461K0.0%+7.9%0.090%
10/13/2023 Wedge Capital Management L L P NC21,120$367K0.0%-60.7%0.072%
10/11/2023 Leeward Investments LLC MA402,685$7.00M0.4%-7.2%1.366%
9/21/2023Barclays PLC62,588$1.13M0.0%+7.1%0.212%
8/14/2023 Apexium Financial LP15,052$272K0.0%-5.3%0.051%
8/11/2023Hotchkis & Wiley Capital Management LLC285,700$5.17M0.0%+46.3%0.969%
8/11/2023The Manufacturers Life Insurance Company1,429,128$25.84M0.0%+4.2%4.849%
8/10/2023Boston Partners436,509$8.02M0.0%-2.8%1.481%
8/10/2023Quadrant Capital Group LLC3,397$61K0.0%+396.6%0.012%
8/9/2023Dimensional Fund Advisors LP2,103,826$38.04M0.0%-4.9%7.139%
8/8/2023UNIVEST FINANCIAL Corp520,163$9.41M2.8%+4.9%1.765%
8/7/2023New York Life Investment Management LLC17,360$314K0.0%-12.3%0.059%
8/4/2023Pzena Investment Management LLC1,537,767$27.80M0.1%-1.5%5.218%
8/4/2023WealthTrust Axiom LLC10,434$189K0.1%N/A0.035%
8/3/2023 Los Angeles Capital Management LLC40,755$737K0.0%-2.8%0.138%
8/3/2023Barclays PLC62,588$1.13M0.0%+7.1%0.213%
8/3/2023 Bank of New York Mellon Corp194,140$3.51M0.0%-2.3%0.660%
8/2/2023Bank of Montreal Can68,721$1.40M0.0%N/A0.234%
8/2/2023State of New Jersey Common Pension Fund D109,299$1.98M0.0%+32.2%0.371%
8/1/2023Signaturefd LLC1,589$29K0.0%+141.9%0.005%
8/1/2023Truist Financial Corp16,330$295K0.0%-21.4%0.055%
7/31/2023Strs Ohio28,500$515K0.0%+14.5%0.097%
7/27/2023Victory Capital Management Inc.44,235$800K0.0%-8.6%0.150%
7/27/2023EA Series Trust31,679$573K0.0%N/A0.108%
7/27/2023 Leeward Investments LLC MA433,872$7.84M0.4%-2.6%1.474%
7/25/2023 Raymond James & Associates24,577$444K0.0%+25.8%0.084%
7/25/2023 Assenagon Asset Management S.A.101,522$1.84M0.0%+21.9%0.345%
7/24/2023 Allspring Global Investments Holdings LLC151,289$2.74M0.0%-54.4%0.514%
7/21/2023Creative Planning13,368$242K0.0%N/A0.045%
7/21/2023Bernardo Wealth Planning LLC11,049$200K0.1%-19.8%0.038%
7/19/2023Teacher Retirement System of Texas38,635$699K0.0%+7.4%0.131%
7/18/2023 Allspring Global Investments Holdings LLC151,289$2.74M0.0%-54.4%0.514%
7/17/2023 Wedge Capital Management L L P NC53,802$973K0.0%N/A0.183%
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5/25/2023Brandywine Global Investment Management LLC71,728$1.70M0.0%+28.1%0.244%
5/15/2023Pzena Investment Management LLC1,561,246$37.06M0.2%-4.9%5.305%
5/12/2023Girard Partners LTD.26,023$618K0.1%-3.2%0.088%
5/12/2023Brandywine Global Investment Management LLC71,728$1.70M0.0%+28.1%0.244%
5/11/2023FMR LLC2,350,051$55.79M0.0%+2.6%7.985%
5/11/2023American Century Companies Inc.220,700$5.24M0.0%+24.1%0.750%
5/10/2023Bessemer Group Inc.2,656$63K0.0%N/A0.009%
5/10/2023Keeley Teton Advisors LLC17,600$418K0.1%+10.0%0.060%
5/9/2023Boston Partners448,970$10.29M0.0%+2.2%1.526%
5/9/2023California State Teachers Retirement System36,408$864K0.0%-1.6%0.124%
(Data available from 1/1/2016 forward)

UVSP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UVSP shares?

During the previous two years, 87 institutional investors and hedge funds held shares of Univest Financial. The most heavily invested institutionals were FMR LLC ($44.43M), Dimensional Fund Advisors LP ($43.12M), Pzena Investment Management LLC ($32.14M), The Manufacturers Life Insurance Company ($26.39M), Vanguard Group Inc. ($25.99M), Renaissance Technologies LLC ($18.53M), and FJ Capital Management LLC ($16.21M).Learn more on UVSP's institutional investors.

What percentage of Univest Financial stock is owned by institutional investors?

75.07% of Univest Financial stock is owned by institutional investors. Learn more on UVSP's institutional investor holdings.

Which institutional investors have been buying Univest Financial stock?

Of the 68 institutional investors that purchased Univest Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Leeward Investments LLC MA ($493.27K), Boston Partners ($468.68K), The Manufacturers Life Insurance Company ($219.29K), AQR Capital Management LLC ($214.57K), FMR LLC ($190.66K), Maltese Capital Management LLC ($133.24K), and Assenagon Asset Management S.A. ($126.66K).

How much institutional buying is happening at Univest Financial?

Institutional investors have bought a total of 3,244,280 shares in the last 24 months. This purchase volume represents approximately $73.77M in transactions.

Which Univest Financial major shareholders have been selling company stock?

Of the 51 institutional investors that sold Univest Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($520.96K), The Manufacturers Life Insurance Company ($329.20K), Pzena Investment Management LLC ($272.20K), Renaissance Technologies LLC ($143.60K), UNIVEST FINANCIAL Corp ($131.37K), Dimensional Fund Advisors LP ($127.66K), and Leeward Investments LLC MA ($109.88K).

How much institutional selling is happening at Univest Financial?

Institutional investors have sold a total of 2,296,437 shares in the last 24 months. This volume of shares sold represents approximately $47.71M in transactions.


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This page (NASDAQ:UVSP) was last updated on 5/3/2024 by MarketBeat.com Staff

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