Univest Financial Corp: which funds bought and sold

Institutions that bought and sold Univest Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 110 institutions that filed 13F reports for both quarters added to or opened positions in Univest Financial, and 72 cut or closed them. Together they added a net 758K shares, +3.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 5,523 shares (+0.1%); index fund managers were net buyers of 420K shares (+5.9%). 28 opened a new position and 16 sold out entirely.

Bought, Q2 2026 110 institutions, 28 of them new holders Sold, Q2 2026 72 institutions, 16 of them sold out

Net change, all compared +758K shares (+3.4%)

Net change, active managers +5,523 shares (+0.1%), 22 bought, 16 sold

Buyers versus sellers

institutions compared, 234

110 bought 52 72 sold

Active managers and hedge funds 22 bought · 16 sold · +5,523

Index fund managers 8 bought · 2 sold · +420K

Other institutions 80 bought · 54 sold · +332K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Assenagon Asset Management S.A.	+459K +178.3%	716K	$31.3M
Blackrock, Inc. Index funds	+306K +9.8%	3.4M	$150M
Acadian Asset Management LLC Active manager	+156K +10031.3%	157K	$6.9M
Nuveen, LLC	+121K +80.2%	273K	$11.9M
Two Sigma Investments, LP Hedge fund	+104K +32.7%	424K	$18.6M
American Century Companies Inc Active manager	+88K +11.6%	846K	$37M
AQR Capital Management LLC Hedge fund	+84K +24.0%	435K	$19M
Point72 Asset Management, L.P. Hedge fund	+66K +100.3%	132K	$5.8M
State Street Corp Index funds	+58K +6.2%	992K	$43.4M
Logan Capital Management Inc	+49K New position	49K	$2.1M
SG Americas Securities, LLC	+42K +42.2%	141K	$6.2M
Trexquant Investment LP Hedge fund	+41K +43.3%	137K	$6M
Vanguard Portfolio Management LLC Index funds	+39K +14.2%	318K	$13.9M
UBS Group AG	+38K +65.6%	96K	$4.2M
Algert Global LLC Hedge fund	+37K +63.3%	96K	$4.2M
Ameriprise Financial Inc	+36K +78.7%	83K	$3.6M
Jackson Creek Investment Advisors LLC	+36K New position	36K	$1.6M
Geode Capital Management, LLC Index funds	+33K +4.1%	824K	$36M
Russell Investments Group, Ltd.	+29K +117.5%	55K	$2.4M
HSBC Holdings PLC	+29K +124.9%	52K	$2.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Acadian Asset Management LLC Active manager	+156K +10031.3%	157K	$6.9M
Two Sigma Investments, LP Hedge fund	+104K +32.7%	424K	$18.6M
American Century Companies Inc Active manager	+88K +11.6%	846K	$37M
AQR Capital Management LLC Hedge fund	+84K +24.0%	435K	$19M
Point72 Asset Management, L.P. Hedge fund	+66K +100.3%	132K	$5.8M
Trexquant Investment LP Hedge fund	+41K +43.3%	137K	$6M
Algert Global LLC Hedge fund	+37K +63.3%	96K	$4.2M
Magnetar Financial LLC Hedge fund	+27K New position	27K	$1.2M
Quadrature Capital Ltd Hedge fund	+16K New position	16K	$712,250
Man Group PLC Hedge fund	+16K +14.7%	125K	$5.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−332K −17.4%	1.6M	$68.7M
Manufacturers Life Insurance Company, The	−332K −30.3%	764K	$33.4M
Endeavour Capital Advisors Inc	−139K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−91K −44.2%	114K	$5M
Goldman Sachs Group Inc	−77K −21.5%	282K	$12.3M
Renaissance Technologies LLC Hedge fund	−68K −11.6%	516K	$22.6M
Citadel Advisors LLC Hedge fund	−68K Sold out	0	—
Millennium Management LLC Hedge fund	−41K −21.8%	146K	$6.4M
Hotchkis & Wiley Capital Management LLC Active manager	−34K −11.2%	267K	$11.7M
Vanguard Capital Management LLC Index funds	−30K −2.4%	1.2M	$52M
Jane Street Group, LLC	−28K Sold out	0	—
Y-Intercept (Hong Kong) Ltd	−27K −64.9%	15K	$646,406
Connor, Clark & Lunn Investment Management Ltd.	−25K −56.6%	19K	$828,800
Exoduspoint Capital Management, LP Hedge fund	−24K Sold out	0	—
Bank Of America Corp	−19K −8.4%	207K	$9.1M
State Of New Jersey Common Pension Fund D	−19K −21.3%	69K	$3M
Susquehanna International Group, LLP	−17K Sold out	0	—
Amundi	−13K Sold out	0	—
Martingale Asset Management L P Active manager	−12K −13.0%	81K	$3.5M
Natixis Advisors, LLC	−12K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−332K −17.4%	1.6M	$68.7M
Qube Research & Technologies Ltd Hedge fund	−91K −44.2%	114K	$5M
Renaissance Technologies LLC Hedge fund	−68K −11.6%	516K	$22.6M
Citadel Advisors LLC Hedge fund	−68K Sold out	0	—
Millennium Management LLC Hedge fund	−41K −21.8%	146K	$6.4M
Hotchkis & Wiley Capital Management LLC Active manager	−34K −11.2%	267K	$11.7M
Exoduspoint Capital Management, LP Hedge fund	−24K Sold out	0	—
Martingale Asset Management L P Active manager	−12K −13.0%	81K	$3.5M
Neuberger Berman Group LLC Active manager	−11K −5.7%	187K	$8.2M
Pzena Investment Management LLC Active manager	−7,797 −0.9%	835K	$36.5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Logan Capital Management Inc	49K	$2.1M
Jackson Creek Investment Advisors LLC	36K	$1.6M
Magnetar Financial LLCHedge fund	27K	$1.2M
Gsa Capital Partners LLP	19K	$843,000
Quadrature Capital LtdHedge fund	16K	$712,250
Choreo, LLC	10K	$445,235
Panagora Asset Management IncActive manager	9,651	$422,231
Merit Financial Group, LLC	9,506	$415,892
Brevan Howard Capital Management LPHedge fund	9,062	$396,463
Susquehanna Fundamental Investments, LLC	8,184	$358,050

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Endeavour Capital Advisors Inc	139K	$4.7M
Citadel Advisors LLCHedge fund	68K	$2.3M
Jane Street Group, LLC	28K	$962,638
Exoduspoint Capital Management, LPHedge fund	24K	$834,642
Susquehanna International Group, LLP	17K	$593,349
Amundi	13K	$440,138
Natixis Advisors, LLC	12K	$412,000
Polymer Capital Management (US) LLC	8,787	$301,043
Occudo Quantitative Strategies LP	6,408	$243,440
Aigen Investment Management, LP	6,501	$222,724

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 221
Ten largest holders: 56.4%
Index fund managers: 32.5%
Active managers and hedge funds: 31.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	22	16	5	2	+5,523	+0.1%
Index fund managers	8	2	0	0	+420K	+5.9%
Other institutions	80	54	23	14	+332K	+4.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Univest Financial.

Only managers that filed a holdings report for both quarters are compared (234 here). 5 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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