UVSP Institutional Ownership
Univest Financial Corporation
1W: +3.0%
1M: +0.2%
3M: -5.6%
YTD: +33.2%
1Y: +45.9%
3Y: +168.2%
5Y: +75.1%
$42.40
+0.15 (+0.36%)
After Hours: $42.09 (-0.31, -0.73%)
Weekly Expected Move ±2.2%
$40
$41
$42
$43
$44
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — UVSP
241
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
$990M
Total Invested
34
New Positions
83
Increased
72
Reduced
16
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (254 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,417,251 | $144M | +306,159 | +9.8% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,896,670 | $80M | +10,435 | +0.6% | 83Q | SEC ↗ |
| 3 | FMR LLC | 1,570,525 | $66M | -331,799 | -17.4% | 39Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,187,660 | $50M | -29,683 | -2.4% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 991,985 | $42M | +58,299 | +6.2% | 46Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 846,282 | $36M | +88,280 | +11.6% | 15Q | SEC ↗ |
| 7 | PZENA INVESTMENT MANAGEMENT LLC | 834,628 | $35M | -7,797 | -0.9% | 26Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 823,655 | $35M | +32,711 | +4.1% | 82Q | SEC ↗ |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, | 764,026 | $32M | -331,529 | -30.3% | 53Q | SEC ↗ |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 515,789 | $22M | -67,945 | -11.6% | 58Q | SEC ↗ |
| 11 | UNIVEST FINANCIAL Corp | 503,433 | $21M | +1,682 | +0.3% | 15Q | SEC ↗ |
| 12 | AQR CAPITAL MANAGEMENT LLC | 435,006 | $18M | +84,068 | +24.0% | 30Q | SEC ↗ |
| 13 | TWO SIGMA INVESTMENTS, LP | 424,252 | $18M | +104,449 | +32.7% | 21Q | SEC ↗ |
| 14 | Assenagon Asset Management S.A. | 358,183 | $15M | +100,780 | +39.2% | 2Q | SEC ↗ |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 351,281 | $15M | +4,388 | +1.3% | 14Q | SEC ↗ |
| 16 | Leeward Investments, LLC - MA | 321,438 | $14M | -7,026 | -2.1% | 18Q | SEC ↗ |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 317,908 | $13M | +39,417 | +14.2% | 2Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 307,272 | $13M | +10,454 | +3.5% | 89Q | SEC ↗ |
| 19 | SEI INVESTMENTS CO | 290,405 | $12M | +18,633 | +6.9% | 15Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 281,615 | $12M | -77,095 | -21.5% | 15Q | SEC ↗ |
| 21 | Nuveen, LLC | 272,915 | $12M | +121,433 | +80.2% | 6Q | SEC ↗ |
| 22 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 267,169 | $11M | -33,570 | -11.2% | 30Q | SEC ↗ |
| 23 | MORGAN STANLEY | 250,739 | $11M | -1,370 | -0.5% | 55Q | SEC ↗ |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 239,352 | $10M | +8,451 | +3.7% | 61Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 236,309 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 236,309 | $10M | +2,615 | +1.1% | 15Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 206,866 | $9M | -18,987 | -8.4% | 15Q | SEC ↗ |
| 28 | NEUBERGER BERMAN GROUP LLC | 187,196 | $8M | -11,401 | -5.7% | 68Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 183,258 | $8M | +743 | +0.4% | 2Q | SEC ↗ |
| 30 | ACADIAN ASSET MANAGEMENT LLC | 157,339 | $7M | +155,786 | +10031.3% | 2Q | SEC ↗ |
| 31 | MILLENNIUM MANAGEMENT LLC | 145,915 | $6M | -40,771 | -21.8% | 5Q | SEC ↗ |
| 32 | SG Americas Securities, LLC | 141,028 | $6M | +41,873 | +42.2% | 4Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 140,196 | $6M | +4,378 | +3.2% | 76Q | SEC ↗ |
| 34 | Empowered Funds, LLC | 139,215 | $6M | +8,451 | +6.5% | 13Q | SEC ↗ |
| 35 | Trexquant Investment LP | 136,540 | $6M | +41,234 | +43.3% | 4Q | SEC ↗ |
| 36 | Point72 Asset Management, L.P. | 131,806 | $6M | +66,013 | +100.3% | 3Q | SEC ↗ |
| 37 | TUDOR INVESTMENT CORP ET AL | 128,460 | $5M | +11,540 | +9.9% | 2Q | SEC ↗ |
| 38 | Man Group plc | 124,683 | $5M | +15,978 | +14.7% | 3Q | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 114,449 | $5M | -90,525 | -44.2% | 4Q | SEC ↗ |
| 40 | ALGERT GLOBAL LLC | 96,361 | $4M | +37,347 | +63.3% | 3Q | SEC ↗ |
| 41 | UBS Group AG | 95,622 | $4M | +37,883 | +65.6% | 47Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 89,479 | $4M | -4,871 | -5.2% | 43Q | SEC ↗ |
| 43 | RAYMOND JAMES FINANCIAL INC | 86,968 | $4M | -6,296 | -6.8% | 7Q | SEC ↗ |
| 44 | Creative Planning | 85,822 | $4M | +9,272 | +12.1% | 13Q | SEC ↗ |
| 45 | AMERIPRISE FINANCIAL INC | 82,550 | $3M | +36,367 | +78.7% | 16Q | SEC ↗ |
| 46 | BNP PARIBAS FINANCIAL MARKETS | 81,640 | $3M | +25,313 | +44.9% | 30Q | SEC ↗ |
| 47 | MARTINGALE ASSET MANAGEMENT L P | 80,878 | $3M | -12,122 | -13.0% | 9Q | SEC ↗ |
| 48 | PRUDENTIAL FINANCIAL INC | 70,051 | $3M | -2,920 | -4.0% | 35Q | SEC ↗ |
| 49 | State of New Jersey Common Pension Fun | 69,434 | $3M | -18,753 | -21.3% | 21Q | SEC ↗ |
| 50 | UBS AM, a distinct business unit of UB | 67,622 | $3M | -889 | -1.3% | 43Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 236,309 | $10M |
| LOGAN CAPITAL MANAGEMENT INC | 48,600 | $2M |
| Jackson Creek Investment Advisors L | 35,657 | $2M |
| Magnetar Financial LLC | 26,691 | $1M |
| Global Retirement Partners, LLC | 21,327 | $901K |
| GSA CAPITAL PARTNERS LLP | 19,275 | $814K |
| Quadrature Capital Ltd | 16,280 | $688K |
| Jupiter Topco LLC | 13,179 | $557K |
| CHOREO, LLC | 10,177 | $430K |
| PANAGORA ASSET MANAGEMENT INC | 9,651 | $408K |
| Merit Financial Group, LLC | 9,506 | $402K |
| Brevan Howard Capital Management LP | 9,062 | $383K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 8,184 | $346K |
| Counterpoint Mutual Funds LLC | 7,838 | $331K |
| LAZARD ASSET MANAGEMENT LLC | 7,354 | $311K |
| TRUST CO OF VERMONT | 7,004 | $296K |
| VOYA INVESTMENT MANAGEMENT LLC | 6,181 | $261K |
| CAPTRUST FINANCIAL ADVISORS | 5,387 | $228K |
| Pictet Asset Management Holding SA | 5,264 | $222K |
| Swiss Life Asset Management Ltd | 5,112 | $216K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC | 138,587 | $6M |
| CITADEL ADVISORS LLC | 67,925 | $3M |
| JANE STREET GROUP, LLC | 28,098 | $1M |
| ExodusPoint Capital Management, LP | 24,362 | $1M |
| HUSSMAN STRATEGIC ADVISORS, INC. | 21,000 | $887K |
| Thrivent Financial for Lutherans | 18,169 | $768K |
| Verition Fund Management LLC | 17,718 | $749K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 17,319 | $732K |
| Squarepoint Ops LLC | 17,106 | $723K |
| Amundi | 12,847 | $543K |
| NATIXIS ADVISORS, LLC | 12,033 | $508K |
| Polymer Capital Management (US) LLC | 8,787 | $371K |
| Aigen Investment Management, LP | 6,501 | $275K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 6,408 | $271K |
| AMALGAMATED BANK | 893 | $38K |
| Bogart Wealth, LLC | 440 | $19K |
| Advisory Services Network, LLC | 327 | $14K |
| MAI Capital Management | 124 | $5K |
| CX Institutional | 115 | $5K |
| Eurizon Capital SGR S.p.A. | 102 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +306,159 | +9.8% | 3,417,251 |
| ACADIAN ASSET MANAGEMENT LLC | +155,786 | +10031.3% | 157,339 |
| Nuveen, LLC | +121,433 | +80.2% | 272,915 |
| TWO SIGMA INVESTMENTS, LP | +104,449 | +32.7% | 424,252 |
| Assenagon Asset Management S.A. | +100,780 | +39.2% | 358,183 |
| AMERICAN CENTURY COMPANIES INC | +88,280 | +11.6% | 846,282 |
| AQR CAPITAL MANAGEMENT LLC | +84,068 | +24.0% | 435,006 |
| Point72 Asset Management, L.P. | +66,013 | +100.3% | 131,806 |
| STATE STREET CORP | +58,299 | +6.2% | 991,985 |
| SG Americas Securities, LLC | +41,873 | +42.2% | 141,028 |
| Trexquant Investment LP | +41,234 | +43.3% | 136,540 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +39,417 | +14.2% | 317,908 |
| UBS Group AG | +37,883 | +65.6% | 95,622 |
| ALGERT GLOBAL LLC | +37,347 | +63.3% | 96,361 |
| AMERIPRISE FINANCIAL INC | +36,367 | +78.7% | 82,550 |
| GEODE CAPITAL MANAGEMENT, LLC | +32,711 | +4.1% | 823,655 |
| Russell Investments Group, Ltd. | +29,467 | +117.5% | 54,539 |
| HSBC HOLDINGS PLC | +29,138 | +124.9% | 52,472 |
| BNP PARIBAS FINANCIAL MARKETS | +25,313 | +44.9% | 81,640 |
| SEI INVESTMENTS CO | +18,633 | +6.9% | 290,405 |