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UVSP · Financial Services

UNIVEST FINANCIAL CORPORATIO

USA Financial Services Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
20
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in UNIVEST FINANCIAL CORPORATIO? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$1.2B
Industry
Banks - Regional
Sector
Financial Services
Exchange
NasdaqGS
About UNIVEST FINANCIAL CORPORATIO

Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking; Wealth Management; and Insurance. The Banking segment offers financial services to individuals, businesses, municipalities, and non-profit organizations, including deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. The Wealth Management segment provides investment advisory, financial planning and trust, and brokerage…

Who's behind the signal
Every informed buyer we can see on UVSP, across all three feeds.
Hedge funds · 4
Point72 (Steve Cohen) New position
Citadel Advisors New position
AQR Capital Management Increased +8%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. UNIVEST FINANCIAL CORPORATIO isn't in the top-10 model right now, but 4 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
4
Investors
2
New positions
1
Increasing
1
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.0×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Increased +8%
% of portfolio
0.0%
Position change
+8%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
Decreased −56%
% of portfolio
0.0%
Position change
−56%
0.0% of Millennium Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to UNIVEST FINANCIAL CORPORATIO
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell UNIVEST FINANCIAL CORPORATIO or any security.

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