Univest Financial Corporation

UVSP • NASDAQ

Univest Financial Corporation is a banks - regional company in the financial services sector on NASDAQ, led by Jeffrey M. Schweitzer, with a market cap of $993.8M. As of Q3 2025, 77% of shares are held by 182 institutional investors, with BlackRock, Inc. as the largest holder at 10.73%.

President and Chief Executive OfficerJeffrey M. Schweitzer

Market Cap$993.8M

Banks - Regional

Financial Services

Employees979.0

Websiteunivest.net

Country

United States of America

Overview

Overview of institutional ownership in UVSP as of Q3 2025 with a market cap of $864.7M

All Institutions

Institutions: 182
Value Held: $667.8M
Shares Held: 22.2M
Avg Position: $3.7M
Median Position: $451.9K

Hedge Funds

Hedge Funds: 16
Value Held: $53.9M
Shares Held: 1.8M
Avg Position: $3.4M
Median Position: $586.7K

Ownership Breakdown

Institutional (non-HF)

70.99%

$613.8M

Hedge Funds

6.24%

$53.9M

Retail & Other

22.78%

$197.0M

Based on market cap of $864.7M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UVSP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$92.8M 0.00% of portfolio	10.73% 3.1M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
FMR LLC Institution	-	$77.7M 0.00% of portfolio	8.99% 2.6M shares	Q4 2016 Held for 8y 11m	$1.92T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$57.0M 0.01% of portfolio	6.59% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$52.3M 0.00% of portfolio	6.05% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$39.9M 0.03% of portfolio	4.61% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$120.17B
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	$26.7M 0.09% of portfolio	3.09% 890.9K shares	Q1 2020 Held for 5y 8m	$30.9B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$26.7M 0.00% of portfolio	3.09% 889.2K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$24.1M 0.00% of portfolio	2.79% 802.8K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
A AMERICAN CENTURY COMPANIES INC Institution	-	$20.3M 0.01% of portfolio	2.35% 677.8K shares	Q2 2021 Held for 4y 5m	$195.93B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	David Allen Lippe CEO	$19.3M 0.03% of portfolio	2.23% 643.3K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B

Net Capital Flow

Institutional buying and selling activity for UVSP in Q3 2025

Traded: −$9.4M
Buyers: 92
Sellers: 68
Total Bought: +$22.4M
Total Sold: −$31.8M
Avg Position: $3.3M

Biggest Buyers

Institution	Net Bought	Current Position
GOLDMAN SACHS GROUP INC Institution	+$2.3M +77.2K shares	$8.3M 275.2K shares
Trexquant Investment LP Hedge Fund•Quant	+$1.6M +53.0K shares	$1.6M 53.0K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$1.1M +37.2K shares	$5.1M 170.9K shares
S SEI INVESTMENTS CO Institution	+$1.0M +33.8K shares	$6.9M 229.2K shares
Y Y-Intercept Ltd Institution	+$1.0M +33.4K shares	$1.0M 33.4K shares
Q Qube Research & Technologies Ltd Institution	+$927.2K +30.9K shares	$927.2K 30.9K shares
A Assenagon Asset Management S.A. Institution	+$908.1K +30.3K shares	$908.1K 30.3K shares
BANK OF AMERICA CORP /DE/ Institution	+$895.3K +29.8K shares	$5.9M 195.9K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$872.8K +29.1K shares	$24.1M 802.8K shares
S SG Americas Securities, LLC Institution	+$674.7K +22.5K shares	$674.7K 22.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
AMERIPRISE FINANCIAL INC Institution	−$4.6M −153.0K shares	$1.6M 54.9K shares
M MANUFACTURERES LIFE INSURANCE CO Institution	−$4.4M −148.0K shares	$39.9M 1.3M shares
B BlackRock, Inc. Institution	−$4.3M −141.7K shares	$92.8M 3.1M shares
UBS Group AG Institution	−$1.8M −60.5K shares	$2.4M 78.6K shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	−$1.3M −42.8K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.3M −42.7K shares	Sold Off 0 shares
H HUSSMAN STRATEGIC ADVISORS, INC. Institution	−$1.3M −42.0K shares	Sold Off 0 shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$1.2M −40.4K shares	$9.6M 319.3K shares
MORGAN STANLEY RIA/Wealth	−$1.2M −39.8K shares	$6.9M 231.2K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.1M −36.2K shares	$1.5M 50.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UVSP in Q3 2025

New Positions: 12
New Value: $2.1M
Exited Positions: 21
Exited Value: $7.6M

New Positions

Institution	Position Value
Quantinno Capital Management LP Hedge Fund•Market Neutral	$435.5K 14.5K shares
Summit Financial, LLC RIA/Wealth	$426.0K 14.2K shares
Semanteon Capital Management, LP Hedge Fund•Long/Short	$357.6K 11.9K shares
NGAM ADVISORS, L.P. Long Only Manager	$345.1K 11.5K shares
HPM Partners LLC RIA/Wealth	$246.5K 8.2K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	$217.5K 7.2K shares
S State of Alaska, Department of Revenue Institution	$34.7K 1.2K shares
Q Quarry LP Institution	$22.8K 761.0 shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$6.1K 202.0 shares
O Optiver Holding B.V. Institution	$5.0K 166.0 shares

Exited Positions

Institution	Previous Position
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	$1.3M 42.8K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.3M 42.7K shares
H HUSSMAN STRATEGIC ADVISORS, INC. Institution	$1.3M 42.0K shares
X XTX Topco Ltd Institution	$620.4K 20.7K shares
PRINCIPAL FINANCIAL GROUP INC Institution	$606.1K 20.2K shares
Janney Montgomery Scott LLC RIA/Wealth	$432.1K 14.4K shares
M Man Group plc Institution	$369.3K 12.3K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	$320.4K 10.7K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$313.7K 10.4K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	$279.0K 9.3K shares

Options Activity

Institutions with the largest Call and Put options positions in UVSP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with UVSP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Stephen Edmund Babson Managing Partner	2.33% $7.7M	0.89% 257.1K shares	Q1 2017 Held for 8y 8m	$331.5M
UNIVEST CORP OF PENNSYLVANIA Institution	Jeffrey M. Schweitzer CEO	0.85% $15.2M	1.75% 505.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.8B
IVC Wealth Advisors LLC RIA/Wealth	Ronald Jack Joyce President	0.54% $1.2M	0.14% 40.1K shares	Q4 2020 Held for 4y 11m	$223.8M
Leeward Investments, LLC - MA Long Only Manager	R. Todd Vingers President	0.52% $10.2M	1.18% 339.3K shares	Q1 2022 Held for 3y 8m	$2.0B
Semanteon Capital Management, LP Hedge Fund•Long/Short	Rajat Lal Managing Partner	0.45% $357.6K	0.04% 11.9K shares	Q3 2025 Held for 2 months	$79.7M
B Bernardo Wealth Planning LLC RIA/Wealth	Nicholas Anthony Bernardo Managing Partner	0.14% $725.6K	0.08% 24.2K shares	Q2 2019 Held for 6y 5m	$509.8M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.14% $6.4M	0.74% 214.2K shares	≤ Q2 2013 Held for 12y 5m+	$4.7B
Everhart Financial Group, Inc. RIA/Wealth	Richard Scott Everhart President	0.12% $1.2M	0.14% 39.0K shares	Q3 2023 Held for 2y 2m	$998.1M
Compass Ion Advisors, LLC RIA/Wealth	Joshua Scott Manifold President	0.11% $1.1M	0.13% 37.2K shares	Q4 2019 Held for 5y 11m	$1.0B
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	0.09% $26.7M	3.09% 890.9K shares	Q1 2020 Held for 5y 8m	$30.9B

Hedge Fund Spotlight

Discover hedge funds investing in UVSP

Semanteon Capital Management, LP

Hedge Fund • Long/Short

Portfolio ManagerRajat Lal

Portfolio Value: $79.7M
Positions: 173
Last Reported: Q3 2025

Sector Allocation

Position in Univest Financial Corporation

Market Value: $357.6K
Shares Held: 11.9K
Portfolio Weight: 0.45%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Bloom Energy BE	Electrical Equipment & Parts Industrials	$594.1K	0.75%
2 Helen Of Troy HELE	Household & Personal Products Consumer Defensive	$575.9K	0.72%
3 Vishay Intertechnology VSH	Semiconductors Technology	$574.5K	0.72%