UVSP NASDAQ
Univest Financial Corporation
1W: +3.1%
1M: +7.7%
3M: +11.4%
YTD: +22.5%
1Y: +30.4%
3Y: +151.8%
5Y: +56.7%
$39.30
-0.01 (-0.03%)
Weekly Expected Move ±2.5%
$36
$37
$38
$39
$40
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Income Statement
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ETF Exposure
Dark Pool
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Institutional Ownership — UVSP
225
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$716M
Total Invested
27
New Positions
70
Increased
90
Reduced
42
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (249 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,111,092 | $$122M | +13,257 | +0.4% | 7Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 2,434,686 | $$96M | — | +0.0% | 1Q | SEC ↗ |
| 3 | FMR LLC | 1,902,324 | $$75M | -650,060 | -25.5% | 13Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1,886,235 | $$74M | +6,965 | +0.4% | 13Q | SEC ↗ |
| 5 | VANGUARD GROUP INC | 1,663,013 | $$65M | -78,925 | -4.5% | 12Q | SEC ↗ |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,095,555 | $$43M | -99,920 | -8.4% | 13Q | SEC ↗ |
| 7 | STATE STREET CORP | 933,686 | $$37M | +75,378 | +8.8% | 13Q | SEC ↗ |
| 8 | PZENA INVESTMENT MANAGEMENT LLC | 842,425 | $$33M | -13,810 | -1.6% | 13Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 790,944 | $$31M | +12,103 | +1.6% | 13Q | SEC ↗ |
| 10 | AMERICAN CENTURY COMPANIES INC | 758,002 | $$30M | +56,639 | +8.1% | 13Q | SEC ↗ |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 583,734 | $$23M | -51,496 | -8.1% | 13Q | SEC ↗ |
| 12 | UNIVEST FINANCIAL Corp | 501,751 | $$20M | -115,775 | -18.7% | 13Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 358,710 | $$14M | -400,648 | -52.8% | 13Q | SEC ↗ |
| 14 | AQR CAPITAL MANAGEMENT LLC | 350,938 | $$14M | +26,202 | +8.1% | 13Q | SEC ↗ |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 346,893 | $$14M | +13,772 | +4.1% | 13Q | SEC ↗ |
| 16 | Leeward Investments, LLC - MA | 328,464 | $$13M | -9,071 | -2.7% | 13Q | SEC ↗ |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 300,739 | $$12M | -13,420 | -4.3% | 13Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 296,818 | $$12M | +6,183 | +2.1% | 13Q | SEC ↗ |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 278,491 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 20 | MORGAN STANLEY | 274,876 | $$11M | +43,723 | +18.9% | 12Q | SEC ↗ |
| 21 | SEI INVESTMENTS CO | 271,772 | $$11M | +29,247 | +12.1% | 13Q | SEC ↗ |
| 22 | Assenagon Asset Management S.A. NEW | 257,403 | $$10M | — | +0.0% | 1Q | SEC ↗ |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 233,694 | $$9M | -1,279 | -0.5% | 13Q | SEC ↗ |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 230,901 | $$9M | +7,534 | +3.4% | 13Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 225,853 | $$9M | +34,557 | +18.1% | 13Q | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 204,974 | $$8M | +156,228 | +320.5% | 3Q | SEC ↗ |
| 27 | NEUBERGER BERMAN GROUP LLC | 198,597 | $$8M | -6,679 | -3.3% | 13Q | SEC ↗ |
| 28 | VANGUARD FIDUCIARY TRUST CO NEW | 182,515 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Nuveen, LLC | 151,482 | $$6M | -5,036 | -3.2% | 5Q | SEC ↗ |
| 30 | TWO SIGMA INVESTMENTS, LP | 140,024 | $$6M | +8,078 | +6.1% | 12Q | SEC ↗ |
| 31 | ENDEAVOUR CAPITAL ADVISORS INC | 138,587 | $$5M | -108,116 | -43.8% | 13Q | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 135,818 | $$5M | -6,352 | -4.5% | 13Q | SEC ↗ |
| 33 | Empowered Funds, LLC | 130,764 | $$5M | +7,534 | +6.1% | 12Q | SEC ↗ |
| 34 | SG Americas Securities, LLC | 99,155 | $$4M | +77,594 | +359.9% | 3Q | SEC ↗ |
| 35 | Trexquant Investment LP | 95,306 | $$4M | +39,463 | +70.7% | 3Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 94,350 | $$4M | -41,213 | -30.4% | 13Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 93,264 | $$4M | -1,655 | -1.7% | 6Q | SEC ↗ |
| 38 | MARTINGALE ASSET MANAGEMENT L P | 93,000 | $$4M | +14,677 | +18.7% | 8Q | SEC ↗ |
| 39 | State of New Jersey Common Pension Fun | 88,187 | $$3M | — | +0.0% | 13Q | SEC ↗ |
| 40 | TWO SIGMA ADVISERS, LP | 83,080 | $$3M | +3,100 | +3.9% | 12Q | SEC ↗ |
| 41 | Creative Planning | 76,550 | $$3M | +1,041 | +1.4% | 12Q | SEC ↗ |
| 42 | MILLENNIUM MANAGEMENT LLC | 75,789 | $$3M | -95,068 | -55.6% | 3Q | SEC ↗ |
| 43 | PRUDENTIAL FINANCIAL INC | 72,971 | $$3M | -17,550 | -19.4% | 13Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 68,511 | $$3M | +10,972 | +19.1% | 13Q | SEC ↗ |
| 45 | Point72 Asset Management, L.P. | 65,793 | $$3M | -25,647 | -28.0% | 2Q | SEC ↗ |
| 46 | Integrated Quantitative Investments LL | 64,630 | $$3M | +40,617 | +169.1% | 2Q | SEC ↗ |
| 47 | FRANKLIN RESOURCES INC | 61,046 | $$2M | +9,008 | +17.3% | 9Q | SEC ↗ |
| 48 | ALGERT GLOBAL LLC | 59,014 | $$2M | +9,440 | +19.0% | 2Q | SEC ↗ |
| 49 | UBS Group AG | 57,739 | $$2M | +7,363 | +14.6% | 13Q | SEC ↗ |
| 50 | Swiss National Bank | 56,878 | $$2M | — | +0.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 2,434,686 | $$96M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 278,491 | $$11M |
| Assenagon Asset Management S.A. | 257,403 | $$10M |
| VANGUARD FIDUCIARY TRUST CO | 182,515 | $$7M |
| PRINCIPAL FINANCIAL GROUP INC | 36,361 | $$1M |
| Graves Light Lenhart Wealth, Inc. | 24,450 | $$961K |
| ExodusPoint Capital Management, LP | 24,362 | $$957K |
| Man Group plc | 21,711 | $$853K |
| HUSSMAN STRATEGIC ADVISORS, INC. | 21,000 | $$825K |
| Global Retirement Partners, LLC | 19,262 | $$757K |
| VANGUARD ASSET MANAGEMENT, Ltd | 18,491 | $$727K |
| CANADA PENSION PLAN INVESTMENT BOAR | 18,400 | $$723K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 17,319 | $$681K |
| Vanguard Global Advisers, LLC | 15,947 | $$627K |
| CITADEL ADVISORS LLC | 13,186 | $$518K |
| Amundi | 12,847 | $$505K |
| XTX Topco Ltd | 10,191 | $$401K |
| Ullmann Wealth Partners Group, LLC | 8,016 | $$315K |
| FIFTH THIRD BANCORP | 7,602 | $$299K |
| nVerses Capital, LLC | 6,883 | $$271K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LOGAN CAPITAL MANAGEMENT INC | 48,600 | $$2M |
| PANAGORA ASSET MANAGEMENT INC | 42,763 | $$2M |
| Thrivent Financial for Lutherans | 18,169 | $$714K |
| Verition Fund Management LLC | 17,718 | $$696K |
| Squarepoint Ops LLC | 17,106 | $$672K |
| Engineers Gate Manager LP | 15,133 | $$595K |
| Janney Montgomery Scott LLC | 14,383 | $$565K |
| Brevan Howard Capital Management LP | 13,974 | $$549K |
| Semanteon Capital Management, LP | 11,912 | $$468K |
| ZACKS INVESTMENT MANAGEMENT | 9,797 | $$385K |
| VOYA INVESTMENT MANAGEMENT LLC | 9,287 | $$365K |
| Virtu Financial LLC | 8,935 | $$351K |
| BAILARD, INC. | 8,000 | $$314K |
| TWO SIGMA SECURITIES, LLC | 6,770 | $$266K |
| GSA CAPITAL PARTNERS LLP | 6,576 | $$258K |
| State of Tennessee, Department of T | 4,892 | $$192K |
| Geneos Wealth Management Inc. | 2,843 | $$112K |
| MEEDER ASSET MANAGEMENT INC | 1,091 | $$43K |
| AMALGAMATED BANK | 893 | $$35K |
| C M BIDWELL & ASSOCIATES LTD | 168 | $$7K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -650,060 | -25.5% | 1,902,324 |
| GOLDMAN SACHS GROUP INC | -400,648 | -52.8% | 358,710 |
| Allianz Asset Management GmbH | -167,832 | -88.8% | 21,213 |
| UNIVEST FINANCIAL Corp | -115,775 | -18.7% | 501,751 |
| ENDEAVOUR CAPITAL ADVISORS INC | -108,116 | -43.8% | 138,587 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -99,920 | -8.4% | 1,095,555 |
| MILLENNIUM MANAGEMENT LLC | -95,068 | -55.6% | 75,789 |
| VANGUARD GROUP INC | -78,925 | -4.5% | 1,663,013 |
| RENAISSANCE TECHNOLOGIES LLC | -51,496 | -8.1% | 583,734 |
| JPMORGAN CHASE & CO | -41,213 | -30.4% | 94,350 |
| Point72 Asset Management, L.P. | -25,647 | -28.0% | 65,793 |
| ROYCE & ASSOCIATES LP | -24,517 | -31.2% | 54,039 |
| BARCLAYS PLC | -21,353 | -31.1% | 47,285 |
| PRUDENTIAL FINANCIAL INC | -17,550 | -19.4% | 72,971 |
| JANE STREET GROUP, LLC | -15,213 | -35.1% | 28,098 |
| PZENA INVESTMENT MANAGEMENT LLC | -13,810 | -1.6% | 842,425 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -13,420 | -4.3% | 300,739 |
| AMERIPRISE FINANCIAL INC | -13,202 | -22.2% | 46,183 |
| Leeward Investments, LLC - MA | -9,071 | -2.7% | 328,464 |
| NEUBERGER BERMAN GROUP LLC | -6,679 | -3.3% | 198,597 |