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UNIVEST FINANCIAL CORPORATIO
UNIVEST FINANCIAL CORPORATIO. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 80 Institutional holders with a total value of $144,659,399.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNIVEST FINANCIAL Corp 962,077 19,742,000 13.65%
2 BlackRock Institutional Trust Company, N.A. 585,041 12,005,000 8.30%
3 DIMENSIONAL FUND ADVISORS LP 494,861 10,154,000 7.02%
4 VANGUARD GROUP INC 480,480 9,860,000 6.82%
5 BlackRock Fund Advisors 472,665 9,699,000 6.70%
6 BANC FUNDS CO LLC 315,365 6,471,000 4.47%
7 BRYN MAWR CAPITAL MANAGEMENT INC 303,147 6,221,000 4.30%
8 STATE STREET CORP 296,703 6,088,000 4.21%
9 KESTREL INVESTMENT MANAGEMENT CORP 262,500 5,387,000 3.72%
10 NORTHERN TRUST CORP 243,074 4,988,000 3.45%
11 PHILADELPHIA TRUST CO 174,000 3,570,000 2.47%
12 Neuberger Berman Group LLC 155,879 3,198,000 2.21%
13 ABERDEEN ASSET MANAGEMENT PLC/UK 143,520 2,943,000 2.03%
14 EMERALD ADVISERS, LLC 132,999 2,729,000 1.89%
15 KENNEDY CAPITAL MANAGEMENT LLC 127,230 2,611,000 1.80%
16 Bank of New York Mellon Corp 122,632 2,517,000 1.74%
17 LSV ASSET MANAGEMENT 116,107 2,382,000 1.65%
18 BRIDGEWAY CAPITAL MANAGEMENT, LLC 99,100 2,034,000 1.41%
19 LOGAN CAPITAL MANAGEMENT INC 86,244 1,769,000 1.22%
20 GEODE CAPITAL MANAGEMENT, LLC 77,617 1,592,000 1.10%
21 TIAA CREF INVESTMENT MANAGEMENT LLC 75,912 1,558,000 1.08%
22 TRADITION CAPITAL MANAGEMENT LLC 64,422 1,321,000 0.91%
23 MORGAN STANLEY 63,071 1,294,000 0.89%
24 FIRST MANHATTAN CO. LLC. 60,238 1,236,000 0.85%
25 BlackRock Investment Management, LLC 57,546 1,181,000 0.82%
26 WEDGE CAPITAL MANAGEMENT L L P/NC 51,400 1,055,000 0.73%
27 MARTINGALE ASSET MANAGEMENT L P 51,177 1,051,000 0.73%
28 FIRST NIAGARA BANK 46,727 959,000 0.66%
29 WELLS FARGO & COMPANY/MN 46,337 951,000 0.66%
30 BLB&B Advisors, LLC 45,753 939,000 0.65%
31 PARAMETRIC PORTFOLIO ASSOCIATES LLC 43,581 894,000 0.62%
32 DEUTSCHE BANK AG\ 43,413 890,000 0.62%
33 TWO SIGMA ADVISERS, LP 42,207 865,000 0.60%
34 PRUDENTIAL FINANCIAL INC 41,946 861,000 0.60%
35 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42,100 849,000 0.59%
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 37,154 763,000 0.53%
37 CREDIT SUISSE AG/ 36,224 742,000 0.51%
38 TWO SIGMA INVESTMENTS, LP 31,483 646,000 0.45%
39 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 30,198 620,000 0.43%
40 RENAISSANCE TECHNOLOGIES LLC 28,326 581,000 0.40%
41 JPMORGAN CHASE & CO 25,540 525,000 0.36%
42 TEACHERS ADVISORS, LLC 24,821 509,000 0.35%
43 TOWER BRIDGE ADVISORS 24,675 506,331 0.35%
44 RHUMBLINE ADVISERS 23,819 489,000 0.34%
45 Invesco Ltd. 23,796 488,000 0.34%
46 Pacific Ridge Capital Partners, LLC 22,570 463,000 0.32%
47 BlackRock Group LTD 20,946 430,000 0.30%
48 STRS OHIO 19,974 410,000 0.28%
49 Numeric Investors LLC 19,023 390,000 0.27%
50 Municipal Employees' Retirement System of Michigan 18,700 384,000 0.27%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.