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Of the 11 tracked institutions holding UVSP, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +6.5pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, UVSP (UNIVEST FINANCIAL CORPORATIO) is held with a combined value of $376.31M across 9,040,795 shares. The largest holder is BlackRock, Inc. with a position worth $149.50M. Magnetar Financial LLC opened a new position in the most recent quarter. 6 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$376.31M
Total Shares Held
9,040,795
Institutional Holders
11
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $149.50M | 0.00% | +9.8% |
| 2 | FMR LLC | $68.71M | 0.00% | -17.4% |
| 3 | VANGUARD GROUP INC | $54.45M | 0.00% | -4.5% |
| 4 | STATE STREET CORP | $43.40M | 0.00% | +6.2% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $22.57M | 0.03% | -11.6% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $19.03M | 0.01% | +24.0% |
| 7 | MILLENNIUM MANAGEMENT LLC | $6.38M | 0.00% | -21.8% |
| 8 | Point72 Asset Management, L.P. | $5.77M | 0.01% | +100.3% |
| 9 | TWO SIGMA ADVISERS, LP | $2.72M | 0.01% | +3.9% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.61M | 0.00% | +21.7% |
SEC Schedule 13D (activist) and 13G (passive) filings for UVSP. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Jefferson Shreve | Sell | May 12, 2025 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of UVSP with a position worth $149.50M, representing 0.00% of their portfolio. In total, 11 institutional investors hold UVSP with a combined value of $376.31M.
In the most recent quarter, 1 fund opened a new position in UVSP. Additionally, 6 increased their holdings and 4 reduced their positions.
Institutional investors hold $376.31M worth of UVSP stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $149.50M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UVSP, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their UVSP positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$41.63
2026-09-02
YTD
+29.0%
79% of 52-week range