UVSP
UNIVEST FINANCIAL CORPORATIONMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $24 | $39 | +58% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $24 | $39 | +59% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $24 | $39 | +59% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $24 | $39 | +59% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $24 | $39 | +59% |
| Citadel Advisors re-entered | Q2 2025(8Q snapshot) | 4Q | $30 | $39 | +28% |
| Point72 Asset Management | Q1 2026(8Q snapshot) | 1Q | $35 | $39 | +9% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at UNIVEST FINANCIAL Corp. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40001668308-26-000006Jun 9, 2026
- Form 40001779743-26-000006Jun 9, 2026
- Form 40001415199-26-000006Jun 9, 2026
- Form 40001566245-26-000006May 7, 2026
- Form 40001377274-26-000008Apr 27, 2026
- Form 40002003176-26-000004Mar 17, 2026
- Form 40001779743-26-000004Mar 17, 2026
- Form 40001415199-26-000004Mar 17, 2026
- Form 40001920918-26-000004Mar 17, 2026
- Form 40001668308-26-000004Mar 17, 2026
- Form 40001566245-26-000004Mar 17, 2026
- Form 40001362299-26-000004Feb 3, 2026
- Form 40000102212-26-000007Feb 3, 2026
- Form 40001377274-26-000004Feb 3, 2026
- Form 40001254295-26-000004Feb 3, 2026
Fundamentals
XBRL · UNIVEST FINANCIAL CORPORATIONAnnual figures sourced directly from UNIVEST FINANCIAL CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for UNIVEST FINANCIAL Corp — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportApr 28, 2026
- 8-KMaterial eventApr 24, 2026
- 8-KMaterial eventApr 23, 2026
- 8-KMaterial eventApr 2, 2026
- DEF 14AProxy statementMar 13, 2026
- 10-KAnnual reportFeb 23, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventJan 29, 2026
- S-4Registration (M&A)Dec 19, 2025
- 8-KMaterial eventDec 10, 2025
- 8-KMaterial eventNov 6, 2025
- 10-QQuarterly reportOct 24, 2025
- 8-KMaterial eventOct 23, 2025
- 10-QQuarterly reportJul 29, 2025
- 8-KMaterial eventJul 28, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $38 | $39 | +3% |
| Citadel Advisors | Q1 2026 | open | $35 | $39 | +9% |
| Point72 Asset Management | Q1 2026 | open | $35 | $39 | +9% |
| Millennium Management | Q3 2025 | open | $30 | $39 | +29% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $30 | $30 | -1% |
| Two Sigma Investments | Q3 2024 | open | $24 | $39 | +59% |
| D.E. Shaw | Q3 2024 | Q4 2024 | $24 | $30 | +23% |
| AQR Capital Management | Q3 2024 | open | $24 | $39 | +59% |
| Millennium Management | Q3 2024 | Q2 2025 | $24 | $30 | +24% |
| Renaissance Technologies | Q3 2024 | open | $24 | $39 | +58% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.