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UNIVEST FINANCIAL Corp hedge fund holdings

UVSPNASDAQ
$41.65-0.16 (-0.38%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

UVSP · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+36.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20255943$25.8M$37.1M170Aug 14, 2025
Q3 20255645$25.5M$30.8M173Nov 14, 2025
Q4 20256340$25.6M$35.1M187Feb 14, 2026
Q1 20266948$62.4M$53.2M202May 15, 2026
Q2 20268247$93.8M$64.1M210Aug 14, 2026

Quarterly action breakdown

Q2 2026
210 filers
New position
25
$6.61M+151K sh
Increased
57
$87.2M+1.99M sh
Reduced
34
-$51.1M-1.17M sh
Out / sold
13
-$13.1M-299K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Endeavour Capital Advisors IncSell 100%-$4.75M$00.00%Aug 7, 2026
Jackson Creek Investment Advisors LLCNew Buy+$1.58M$1.58M0.52%Aug 10, 2026
Hotchkis & Wiley Capital Management LLCReduce 11.16%-$1.47M$11.7M0.03%Aug 14, 2026
State of New Jersey Common Pension Fund DReduce 21.27%-$820K$3.04M0.01%Aug 4, 2026
Campbell & CO Investment Adviser LLCAdded 35.83%+$754K$2.86M0.15%Aug 3, 2026
Choreo, LLCNew Buy+$445K$445K0.00%Aug 4, 2026
Quantinno Capital Management LPAdded 28.47%+$387K$1.75M0.00%Aug 13, 2026
Empowered Funds, LLCAdded 6.46%+$370K$6.09M0.03%Aug 17, 2026
Susquehanna Fundamental Investments, LLCNew Buy+$358K$358K0.01%Aug 14, 2026
Pzena Investment Management LLCReduce 0.93%-$341K$36.5M0.11%Aug 7, 2026
Leeward Investments, LLC - MAReduce 2.14%-$307K$14.1M0.64%Jul 30, 2026
Polymer Capital Management (US) LLCSell 100%-$301K$00.00%Aug 14, 2026
Abacus Wealth Partners, LLCReduce 57.88%-$297K$216K0.02%Jul 22, 2026
LSV Asset ManagementAdded 47.48%+$293K$910K0.00%Aug 6, 2026
Pictet Asset Management Holding SANew Buy+$230K$230K0.00%Jul 30, 2026
Swiss Life Asset Management LtdNew Buy+$224K$224K0.00%Jul 29, 2026
Aigen Investment Management, LPSell 100%-$223K$00.00%Aug 14, 2026
Wedge Capital Management L L PReduce 14.24%-$166K$1M0.02%Jul 10, 2026
Rafferty Asset Management, LLCReduce 17.83%-$134K$617K0.00%Aug 14, 2026
nVerses Capital, LLCReduce 29.33%-$88.3K$213K0.33%Aug 4, 2026
UNIVEST FINANCIAL CorpAdded 0.34%+$73.6K$22M1.08%Aug 7, 2026
Bernardo Wealth Planning LLCAdded 3.01%+$31.1K$1.06M0.18%Jul 27, 2026
BLB&B Advisors, LLCReduce 2.20%-$23K$1.02M0.04%Aug 5, 2026
United Capital Financial Advisors, LLCAdded 3.53%+$18.3K$537K0.00%Aug 17, 2026
Synergy Investment Management, LLCNew Buy+$17.7K$17.7K0.00%Aug 14, 2026
Bogart Wealth, LLCSell 100%-$15.1K$00.00%Jul 24, 2026
Harbor Capital Advisors, Inc.Reduce 34.51%-$12.6K$24K0.00%Aug 7, 2026
Insight Advisors, LLC/ PAReduce 2.33%-$10.9K$459K0.08%Aug 5, 2026
Everhart Financial Group, Inc.Added 0.48%+$10K$2.09M0.13%Jul 9, 2026
S&T BankAdded 124.70%+$9.06K$16.3K0.00%Aug 12, 2026
Snowden Capital Advisors LLCReduce 1.62%-$4.42K$269K0.01%Aug 13, 2026
First Trust Advisors LPReduce 0.84%-$3.72K$442K0.00%Aug 11, 2026
Ameriflex Group, Inc.New Buy+$3.54K$3.54K0.00%Aug 14, 2026
Picton Mahoney Asset ManagementNew Buy+$3.02K$3.02K0.00%Aug 13, 2026
Summit Financial, LLCAdded 0.44%+$2.58K$594K0.01%Aug 12, 2026
Silver Grove Financial Group, Inc.New Buy+$1.93K$1.93K0.00%Aug 13, 2026
Whipplewood Advisors, LLCSell 100%-$1.71K$00.00%Jul 27, 2026
Assetmark, IncNew Buy+$1.66K$1.66K0.00%Jul 30, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 6.85%-$1.23K$16.7K0.00%Aug 13, 2026
WPG Advisers, LLCAdded 5.78%+$1.18K$21.6K0.01%Aug 6, 2026
Cary Street Partners Investment Advisory LLCAdded 22.09%+$831$4.59K0.00%Jul 17, 2026
Compass Ion Advisors, LLCAdded 0.01%+$131$1.63M0.14%Aug 12, 2026
MassMutual Private Wealth & Trust, FSBReduce 0.52%-$44$8.44K0.00%Jul 2, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$34$00.00%Aug 13, 2026

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