Univest Financial Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report0 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Fund move
Fund move
No thesis.
Univest Financial Corp
39.38
+0.05 · +0.12%
post 39.38 0.00%
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $149.5M | 15.00% | +9.84% | |
| 2 | Dimensional Fund AdvisorsDimensional | $83.0M | 8.33% | +0.55% | |
| 3 | FMRFMR | $68.7M | 6.90% | −17.44% | |
| 4 | Vanguard Capital ManagementVanguardindex-like | $52.0M | 5.21% | −2.44% | |
| 5 | State StreetState Streetindex-like | $43.4M | 4.36% | +6.24% | |
| 6 | American Century CompaniesAmerican Century Companies | $37.0M | 3.72% | +11.65% | |
| 7 | Pzena Investment ManagementPzena | $36.5M | 3.66% | −0.93% | |
| 8 | Geode Capital ManagementGeodeindex-like | $36.0M | 3.62% | +4.14% | |
| 9 | Manufacturers Life Insurance Company, theManufacturers Life Insurance Company, the | $33.4M | 3.35% | −30.26% | |
| 10 | Renaissance TechnologiesRenaissance Technologies | $22.6M | 2.26% | −11.64% | |
| 11 | Univest Corp of PennsylvaniaUnivest Corp of Pennsylvania | $22.0M | 2.21% | +0.34% | |
| 12 | AQR Capital ManagementAQR | $19.0M | 1.91% | +23.96% | |
| 13 | Two Sigma InvestmentsTwo Sigma | $18.6M | 1.86% | +32.66% | |
| 14 | Assenagon Asset ManagementAssenagon | $15.7M | 1.57% | +39.15% | |
| 15 | Arrowstreet Capital, Limited PartnershipArrowstreet Capital, Limited Partnership | $15.4M | 1.54% | +1.26% | |
| 16 | Leeward Investments, LLC - MALeeward Investments, LLC - MA | $14.1M | 1.41% | −2.14% | |
| 17 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $13.9M | 1.40% | +14.15% | |
| 18 | Northern TrustNorthern Trustindex-like | $13.4M | 1.35% | +3.52% | |
| 19 | SEI InvestmentsSEI | $12.7M | 1.28% | +6.86% | |
| 20 | Goldman Sachs GroupGoldman Sachs | $12.3M | 1.24% | −21.49% | |
| 21 | NuveenNuveenindex-like | $11.9M | 1.20% | +80.16% | |
| 22 | Hotchkis & Wiley Capital ManagementHotchkis & Wiley | $11.7M | 1.17% | −11.16% | |
| 23 | Morgan StanleyMorgan Stanley | $11.0M | 1.10% | −0.54% | |
| 24 | Bridgeway Capital ManagementBridgeway | $10.5M | 1.05% | +3.66% | |
| 25 | Charles Schwab Investment ManagementCharles Schwabindex-like | $10.3M | 1.04% | +1.12% |
221 managers report $996.5M of Univest Financial on form 13F for the quarter ended Jun 30 '26. 28 of them hold 80% of it; BlackRock is largest at 15.00%.
No implied move.
No implied move.
Expected move
No implied move.