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Univest Financial (UVSP) Institutional Ownership

Univest Financial logo
$30.94 -0.29 (-0.93%)
(As of 11/15/2024 ET)

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

Current
Institutional Ownership
Percentage
75.07%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$17.88M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$24.95M
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UVSP Institutional Buying and Selling by Quarter

Univest Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024 Geode Capital Management LLC704,445$19.83M0.0%+3.5%2.426%
11/15/2024Barclays PLC66,603$1.88M0.0%+91.3%0.229%
11/15/2024Jane Street Group LLC48,782$1.37M0.0%+75.8%0.168%
11/15/2024 State Street Corp873,371$24.58M0.0%-2.0%3.007%
11/15/2024 Hotchkis & Wiley Capital Management LLC394,900$11.11M0.0%-12.8%1.360%
11/15/2024 Centiva Capital LP7,431$209K0.0%N/A0.026%
11/14/2024 Martingale Asset Management L P71,530$2.01M0.0%+58.8%0.246%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,700$1.34M0.0%+16.2%0.164%
11/13/2024 BNP Paribas Financial Markets12,285$346K0.0%-39.8%0.042%
11/13/2024 FMR LLC2,622,475$73.80M0.0%-0.3%9.031%
11/13/2024 The Manufacturers Life Insurance Company 1,128,566$31.76M0.0%-6.8%3.886%
11/12/2024 Charles Schwab Investment Management Inc.245,883$6.92M0.0%-4.2%0.847%
11/8/2024 Pzena Investment Management LLC1,189,748$33.48M0.1%-6.2%4.097%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.14,832$417K0.0%N/A0.051%
11/7/2024 Thrivent Financial for Lutherans45,786$1.29M0.0%-13.6%0.158%
11/6/2024 Empowered Funds LLC93,691$2.64M0.0%+5.3%0.323%
11/6/2024 Royce & Associates LP243,466$6.85M0.1%-10.1%0.838%
11/5/2024 Victory Capital Management Inc.27,500$774K0.0%-8.3%0.095%
11/4/2024 Los Angeles Capital Management LLC32,145$905K0.0%-10.6%0.111%
11/1/2024 Capital Performance Advisors LLP901$25K0.0%N/A0.003%
10/31/2024 Leeward Investments LLC MA403,576$11.36M0.5%-0.3%1.379%
10/24/2024 Wealth Enhancement Advisory Services LLC8,508$239K0.0%N/A0.029%
10/23/2024 Assenagon Asset Management S.A.228,321$6.43M0.0%+57.5%0.783%
10/22/2024 International Assets Investment Management LLC1,463$41K0.0%+2,713.5%0.005%
10/22/2024 BLB&B Advisors LLC26,916$757K0.0%-18.8%0.092%
10/19/2024Compass Ion Advisors LLC36,864$1.04M0.1%-3.9%0.126%
10/11/2024 Creative Planning54,132$1.52M0.0%+34.6%0.186%
10/11/2024 Wedge Capital Management L L P NC23,963$674K0.0%-14.7%0.082%
10/8/2024 CWM LLC6,196$174K0.0%+66.1%0.021%
10/3/2024 SG Americas Securities LLC10,262$289K0.0%N/A0.035%
9/16/2024 Cubist Systematic Strategies LLC14,541$332K0.0%-58.8%0.050%
8/26/2024 Ariadne Wealth Management LP10,137$231K0.1%N/A0.035%
8/16/2024 Creative Planning40,220$918K0.0%+21.9%0.137%
8/15/2024 The Manufacturers Life Insurance Company1,210,351$27.63M0.0%+1.0%4.149%
8/15/2024 Endeavour Capital Advisors Inc.284,939$6.51M2.3%-0.5%0.977%
8/15/2024 AQR Capital Management LLC388,080$8.86M0.0%-3.8%1.330%
8/14/2024 Cubist Systematic Strategies LLC14,541$332K0.0%-58.8%0.050%
8/13/2024 Thrivent Financial for Lutherans53,021$1.21M0.0%-8.5%0.182%
8/13/2024 Sei Investments Co.141,638$3.23M0.0%+19.0%0.486%
8/9/2024 Renaissance Technologies LLC659,289$15.05M0.0%-0.1%2.260%
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8/9/2024 Dimensional Fund Advisors LP1,958,549$44.71M0.0%-1.0%6.714%
8/8/2024 American Century Companies Inc.482,089$11.01M0.0%+21.0%1.647%
8/8/2024 State of New Jersey Common Pension Fund D87,072$1.99M0.0%-35.8%0.297%
8/6/2024 Quest Partners LLC7,636$174K0.0%-53.8%0.026%
8/6/2024 Los Angeles Capital Management LLC35,945$821K0.0%-11.1%0.123%
8/6/2024 UNIVEST FINANCIAL Corp404,209$9.23M2.6%-0.3%1.386%
8/5/2024 Victory Capital Management Inc.30,000$685K0.0%-39.8%0.103%
8/2/2024 Pzena Investment Management LLC1,268,250$28.95M0.1%-3.8%4.348%
8/1/2024 Rhumbline Advisers47,766$1.09M0.0%+1.1%0.163%
7/29/2024 Innealta Capital LLC1,236$28K0.0%N/A0.004%
7/26/2024 Bank of New York Mellon Corp174,115$3.98M0.0%+4.0%0.595%
7/24/2024 Everhart Financial Group Inc.22,173$506K0.1%+15.1%0.076%
7/19/2024 Leeward Investments LLC MA404,942$9.25M0.4%+5.6%1.383%
7/18/2024 Assenagon Asset Management S.A.145,009$3.31M0.0%+5.1%0.495%
7/17/2024 Wedge Capital Management L L P NC28,092$641K0.0%-12.3%0.096%
7/10/2024 CWM LLC3,731$85K0.0%+212.7%0.013%
5/17/2024 Comerica Bank8,609$179K0.0%+11,533.8%0.029%
5/16/2024 California State Teachers Retirement System29,452$613K0.0%-5.1%0.101%
5/15/2024 Price T Rowe Associates Inc. MD40,578$845K0.0%-10.7%0.139%
5/10/2024 Vanguard Group Inc.1,571,213$32.71M0.0%+1.2%5.368%
5/9/2024 Pacific Ridge Capital Partners LLC37,363$778K0.2%-20.6%0.128%
5/9/2024 State Board of Administration of Florida Retirement System22,336$465K0.0%N/A0.076%
5/7/2024 Sei Investments Co.118,994$2.48M0.0%+28.3%0.407%
5/7/2024Bernardo Wealth Planning LLC12,493$260K0.1%N/A0.043%
5/7/2024 Empowered Funds LLC82,701$1.72M0.0%+8.0%0.283%
5/3/2024 Pzena Investment Management LLC1,318,891$27.46M0.1%-9.6%4.506%
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%
3/22/2024 PNC Financial Services Group Inc.4,281$94K0.0%+95.7%0.014%
2/13/2024 The Manufacturers Life Insurance Company1,197,934$26.39M0.0%+8.9%4.059%
2/12/2024 Parallel Advisors LLC2,271$50K0.0%+307.7%0.008%
2/9/2024 Pzena Investment Management LLC1,458,921$32.14M0.1%-5.0%4.944%
2/8/2024 Quadrant Capital Group LLC9,062$200K0.0%+82.9%0.031%
2/7/2024 Boston Partners439,664$9.59M0.0%+4.7%1.490%
2/7/2024 Dimensional 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%
2/7/2024 Teacher Retirement System of Texas27,335$602K0.0%-22.9%0.093%
2/6/2024 Charles Schwab Investment Management Inc.303,331$6.68M0.0%+0.9%1.028%
2/6/2024 UNIVEST FINANCIAL Corp435,164$9.59M2.8%-16.1%1.475%
2/6/2024 Swiss National Bank58,078$1.28M0.0%-10.3%0.197%
2/5/2024 Victory 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%
2/2/2024 State of New Jersey Common Pension Fund D135,564$2.99M0.0%-14.3%0.459%
2/2/2024 Bailard 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%
2/1/2024 Signaturefd LLC2,853$63K0.0%+212.8%0.010%
2/1/2024 Lindbrook Capital LLC1,227$27K0.0%+1,787.7%0.004%
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1/30/2024 Strs 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%
1/16/2024Raymond James & Associates30,774$678K0.0%+16.0%0.104%
12/18/2023 Vanguard Group Inc.1,495,117$25.99M0.0%-4.1%5.066%
12/6/2023 Citigroup Inc.9,619$167K0.0%-54.9%0.033%
11/30/2023 American Century Companies Inc.265,738$4.62M0.0%+14.9%0.901%
11/15/2023 The Manufacturers Life Insurance Company1,099,925$19.12M0.0%-23.0%3.727%
11/15/2023 Endeavour Capital Advisors Inc.48,418$842K0.3%+134.2%0.164%
(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, 92 institutional investors and hedge funds held shares of Univest Financial. The most heavily invested institutionals were FMR LLC ($73.80M), Dimensional Fund Advisors LP ($44.71M), Pzena Investment Management LLC ($33.48M), Vanguard Group Inc. ($32.71M), The Manufacturers Life Insurance Company ($31.76M), State Street Corp ($24.58M), and Geode Capital Management LLC ($19.83M).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 71 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: Boston Partners ($468.68K), Assenagon Asset Management S.A. ($217.07K), AQR Capital Management LLC ($214.57K), The Manufacturers Life Insurance Company ($208.45K), FMR LLC ($190.66K), American Century Companies Inc. ($161.05K), and Hotchkis & Wiley Capital Management LLC ($90.43K).

How much institutional buying is happening at Univest Financial?

Institutional investors have bought a total of 2,694,083 shares in the last 24 months. This purchase volume represents approximately $59.17M in transactions.

Which Univest Financial major shareholders have been selling company stock?

Of the 49 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 ($518.69K), Pzena Investment Management LLC ($507.25K), The Manufacturers Life Insurance Company ($410.99K), Dimensional Fund Advisors LP ($146.45K), UNIVEST FINANCIAL Corp ($116.20K), State of New Jersey Common Pension Fund D ($114.18K), and Leeward Investments LLC MA ($87.86K).

How much institutional selling is happening at Univest Financial?

Institutional investors have sold a total of 2,531,419 shares in the last 24 months. This volume of shares sold represents approximately $53.59M in transactions.



This page (NASDAQ:UVSP) was last updated on 11/17/2024 by MarketBeat.com Staff
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