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

Institutional Holders (2014Q2)
Portfolio Summary: 84 Institutional holders with a total value of $146,719,341.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNIVEST FINANCIAL Corp 948,960 19,643,000 13.39%
2 BlackRock Institutional Trust Company, N.A. 582,672 12,061,000 8.22%
3 DIMENSIONAL FUND ADVISORS LP 498,330 10,315,000 7.03%
4 VANGUARD GROUP INC 481,007 9,958,000 6.79%
5 BlackRock Fund Advisors 407,106 8,427,000 5.74%
6 STATE STREET CORP 297,123 6,148,000 4.19%
7 DEPRINCE RACE & ZOLLO INC 268,750 5,563,000 3.79%
8 BANC FUNDS CO LLC 267,365 5,534,000 3.77%
9 KESTREL INVESTMENT MANAGEMENT CORP 253,900 5,256,000 3.58%
10 PHILADELPHIA TRUST CO 250,045 5,176,000 3.53%
11 NORTHERN TRUST CORP 216,360 4,478,000 3.05%
12 Neuberger Berman Group LLC 170,410 3,527,000 2.40%
13 ABERDEEN ASSET MANAGEMENT PLC/UK 166,120 3,439,000 2.34%
14 LSV ASSET MANAGEMENT 149,737 3,099,000 2.11%
15 EMERALD ADVISERS, LLC 132,999 2,753,000 1.88%
16 KENNEDY CAPITAL MANAGEMENT LLC 132,735 2,748,000 1.87%
17 BRYN MAWR CAPITAL MANAGEMENT INC 124,728 2,582,000 1.76%
18 Bank of New York Mellon Corp 117,342 2,429,000 1.66%
19 BRIDGEWAY CAPITAL MANAGEMENT, LLC 99,100 2,051,000 1.40%
20 GEODE CAPITAL MANAGEMENT, LLC 94,339 1,952,000 1.33%
21 TIAA CREF INVESTMENT MANAGEMENT LLC 80,764 1,672,000 1.14%
22 LOGAN CAPITAL MANAGEMENT INC 74,244 1,537,000 1.05%
23 PRUDENTIAL FINANCIAL INC 68,439 1,417,000 0.97%
24 TRADITION CAPITAL MANAGEMENT LLC 64,702 1,339,000 0.91%
25 FIRST MANHATTAN CO. LLC. 62,301 1,289,000 0.88%
26 WELLS FARGO & COMPANY/MN 58,834 1,218,000 0.83%
27 BlackRock Investment Management, LLC 53,877 1,115,000 0.76%
28 MARTINGALE ASSET MANAGEMENT L P 51,177 1,060,000 0.72%
29 WEDGE CAPITAL MANAGEMENT L L P/NC 49,300 1,021,000 0.70%
30 PARAMETRIC PORTFOLIO ASSOCIATES LLC 42,884 888,000 0.61%
31 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42,100 871,000 0.59%
32 FIRST NIAGARA BANK 39,834 824,000 0.56%
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 36,866 764,000 0.52%
34 TWO SIGMA ADVISERS, LP 36,007 745,000 0.51%
35 ZACKS INVESTMENT MANAGEMENT 35,772 740,000 0.50%
36 MORGAN STANLEY 35,190 728,000 0.50%
37 BLB&B Advisors, LLC 31,409 650,000 0.44%
38 Numeric Investors LLC 30,255 626,000 0.43%
39 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 29,698 615,000 0.42%
40 CREDIT SUISSE AG/ 28,971 599,000 0.41%
41 STRS OHIO 28,000 580,000 0.40%
42 JPMORGAN CHASE & CO 24,840 514,000 0.35%
43 TEACHERS ADVISORS, LLC 24,198 501,000 0.34%
44 Invesco Ltd. 24,069 498,000 0.34%
45 DEUTSCHE BANK AG\ 23,479 485,000 0.33%
46 RHUMBLINE ADVISERS 23,099 478,000 0.33%
47 TOWER BRIDGE ADVISORS 22,675 469,373 0.32%
48 Pacific Ridge Capital Partners, LLC 22,460 465,000 0.32%
49 Dynamic Technology Lab Private Ltd 20,876 432,000 0.29%
50 Municipal Employees' Retirement System of Michigan 18,700 391,000 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.