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UVSP - Univest Financial Corp Stock Price, Fair Value and News
22.39
USD
+0.14
(+0.63%)
Delayed
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Funds-Owners-Holders
Which funds bought or sold UVSP recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-02
State of New Jersey Common Pension Fund D
UNCHANGED
Premium
Premium
Premium
Premium
135,564
2024-05-02
NISA INVESTMENT ADVISORS, LLC
UNCHANGED
Premium
Premium
Premium
Premium
990
2024-05-01
BNP PARIBAS FINANCIAL MARKETS
ADDED
Premium
Premium
Premium
Premium
19,713
2024-05-01
Parkside Financial Bank & Trust
REDUCED
Premium
Premium
Premium
Premium
30.00
2024-05-01
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Premium
Premium
Premium
Premium
12,532
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
8.00
2024-04-30
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
UNCHANGED
Premium
Premium
Premium
Premium
11,988
2024-04-30
Private Wealth Management Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
75.00
2024-04-29
Allspring Global Investments Holdings, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
ADDED
Premium
Premium
Premium
Premium
12,104
2024-04-26
BLB&B Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
33,164
2024-04-26
First Horizon Advisors, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
89.00
2024-04-25
Zurcher Kantonalbank (Zurich Cantonalbank)
UNCHANGED
Premium
Premium
Premium
Premium
6,191
2024-04-25
Bank of New York Mellon Corp
REDUCED
Premium
Premium
Premium
Premium
167,391
2024-04-25
SIMPLEX TRADING, LLC
NEW
Premium
Premium
Premium
Premium
26.00
2024-04-25
Allworth Financial LP
REDUCED
Premium
Premium
Premium
Premium
126
2024-04-25
Lindbrook Capital, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,227
2024-04-24
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
550
2024-04-24
Assenagon Asset Management S.A.
REDUCED
Premium
Premium
Premium
Premium
137,910
2024-04-24
Spire Wealth Management
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
WEDGE CAPITAL MANAGEMENT L L P/NC
ADDED
Premium
Premium
Premium
Premium
32,017
2024-04-23
AMALGAMATED BANK
REDUCED
Premium
Premium
Premium
Premium
996
2024-04-22
RAYMOND JAMES & ASSOCIATES
ADDED
Premium
Premium
Premium
Premium
36,862
2024-04-22
MetLife Investment Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
15,049
Rows per page:
10
25
50
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1–25 of 168
Which funds are the top buyers of UVSP?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
3,493,710
76,966,500
-
FMR LLC
2,644,410
58,256,300
-
DIMENSIONAL FUND ADVISORS LP
1,957,080
43,115,100
0.01%
VANGUARD GROUP INC
1,551,910
34,188,500
-
PZENA INVESTMENT MANAGEMENT LLC
1,458,920
32,140,000
0.12%
MANUFACTURERS LIFE INSURANCE COMPANY, THE
1,197,930
26,390,500
0.02%
STATE STREET CORP
887,954
19,561,600
-
RENAISSANCE TECHNOLOGIES LLC
671,089
14,784,000
0.02%
GEODE CAPITAL MANAGEMENT, LLC
648,125
14,279,700
-
Boston Partners
439,664
9,588,930
0.01%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in UVSP?
Fund Name
$ Value
% Port.
UNIVEST FINANCIAL Corp
9,586,670
2.84%
Monarch Partners Asset Management LLC
3,513,340
1.04%
ENDEAVOUR CAPITAL ADVISORS INC
1,691,160
0.57%
IVC Wealth Advisors LLC
839,941
0.48%
Leeward Investments, LLC - MA
7,982,220
0.35%
Pacific Ridge Capital Partners, LLC
1,036,620
0.21%
Smartleaf Asset Management LLC
602,578
0.16%
PZENA INVESTMENT MANAGEMENT LLC
32,140,000
0.12%
Compass Ion Advisors, LLC
798,937
0.12%
BRIDGEWAY CAPITAL MANAGEMENT, LLC
4,620,900
0.10%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold UVSP
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Avior Wealth Management, LLC
166
SIMPLEX TRADING, LLC
-
ROYCE & ASSOCIATES LP
4,578,740
Smartleaf Asset Management LLC
602,578
EA Series Trust
572,756
Tudor Investment Corp Et Al
501,359
SUSQUEHANNA INTERNATIONAL GROUP, LLP
395,879
CITADEL ADVISORS LLC
392,619
Additions
Fund Name
% Increased
Tower Research Capital LLC (TRC)
497
Parallel Advisors, LLC
307
Aquatic Capital Management LLC
246
SIGNATUREFD, LLC
212
BAILARD, INC.
203
CITIGROUP INC
157
Creative Planning
144
Elequin Capital, LP
118
Reductions
Fund Name
% Reduced
Parkside Financial Bank & Trust
-97.2
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
-85.45
COMERICA BANK
-80.16
D. E. Shaw & Co., Inc.
-74.47
HUNTINGTON NATIONAL BANK
-74.43
AMALGAMATED BANK
-60.93
STRS OHIO
-56.73
JPMORGAN CHASE & CO
-55.48
Sold off
Fund Name
$ Sold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
MILLENNIUM MANAGEMENT LLC
-1,310,890
MARTINGALE ASSET MANAGEMENT L P
-572,081
IndexIQ Advisors LLC
-442,000
TRUIST FINANCIAL CORP
-239,914
Watershed Asset Management, L.L.C.
-239,531
HSBC HOLDINGS PLC
-217,368
Trexquant Investment LP
-202,494