Univest Financial Corp
UVSP- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000102212
In the last 90 days, Univest Financial Corp insiders filed 0 open-market purchases and 2 sales; 222 institutions reported holding it in 13F filings for Q2 2026, worth $995.9M in total; no superinvestor holds it.
Q1 2023 vs. Q4 2022
How the institutions holding Univest Financial Corp changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 137 | 1 | 141 | +5 |
| Shares | 21.5M | 134.5K | 21.8M | +415.0K (+1.9%) |
| Value | $561.7M | $3.51M | $516.5M | −$41.7M (−7.5%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Univest Financial Corp at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 48,874 | $1.16M | 0.00% |
| Susquehanna International Group, LLP | 29,630 | $703.4K | 0.00% |
| Emerald Mutual Fund Advisers Trust | 28,927 | $686.7K | 0.04% |
| Qube Research & Technologies Ltd | 23,782 | $564.6K | 0.00% |
| HSBC Holdings PLC | 23,399 | $550.1K | 0.00% |
| Truist Financial Corp | 20,766 | $493.0K | 0.00% |
| New York Life Investment Management LLC | 19,791 | $469.8K | 0.01% |
| Janus Henderson Group PLC | 13,360 | $316.8K | 0.00% |
| Rafferty Asset Management, LLC | 11,465 | $272.2K | 0.00% |
| Occudo Quantitative Strategies LP | 8,727 | $207.2K | 0.02% |
| Bessemer Group Inc | 2,656 | $63.0K | 0.00% |
| Lazard Asset Management LLC | 1,201 | $28.0K | 0.00% |
| Huntington National Bank | 242 | $6.68K | 0.00% |
| International Assets Investment Management, LLC | 52 | $1.23K | 0.00% |
| Russell Investments Group, Ltd. | 14 | $332 | 0.00% |
Sold out (10)
Institutions that held Univest Financial Corp at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 73,500 | $1.92M |
| Jacobs Levy Equity Management, Inc | 13,222 | $345.5K |
| Jane Street Group, LLC | 10,711 | $279.9K |
| Trexquant Investment LP | 10,467 | $273.5K |
| Squarepoint Ops LLC | 8,436 | $220.4K |
| SG Americas Securities, LLC | 6,623 | $173.0K |
| DuPont Capital Management Corp | 3,997 | $104.4K |
| IFP Advisors, Inc | 484 | $17.0K |
| Allworth Financial LP | 175 | $4.57K |
| Quantbot Technologies LP | 34 | $888 |
Not filed for Q1 2023 yet (1)
Institutions that held Univest Financial Corp at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Monarch Partners Asset Management LLC | 134,456 | $3.51M |