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

Institutional Holders (2014Q3)
Portfolio Summary: 86 Institutional holders with a total value of $132,424,700.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNIVEST FINANCIAL Corp 929,952 17,437,000 13.17%
2 BlackRock Institutional Trust Company, N.A. 568,666 10,662,000 8.05%
3 DIMENSIONAL FUND ADVISORS LP 502,286 9,418,000 7.11%
4 VANGUARD GROUP INC 488,740 9,164,000 6.92%
5 BlackRock Fund Advisors 385,511 7,228,000 5.46%
6 DEPRINCE RACE & ZOLLO INC 364,835 6,841,000 5.17%
7 PHILADELPHIA TRUST CO 281,995 5,287,000 3.99%
8 STATE STREET CORP 281,107 5,269,000 3.98%
9 KESTREL INVESTMENT MANAGEMENT CORP 241,850 4,535,000 3.42%
10 NORTHERN TRUST CORP 206,643 3,875,000 2.93%
11 BANC FUNDS CO LLC 192,361 3,607,000 2.72%
12 Neuberger Berman Group LLC 177,681 3,331,000 2.52%
13 ABERDEEN ASSET MANAGEMENT PLC/UK 171,920 3,224,000 2.43%
14 LSV ASSET MANAGEMENT 158,537 2,972,000 2.24%
15 KENNEDY CAPITAL MANAGEMENT LLC 135,794 2,546,000 1.92%
16 EMERALD ADVISERS, LLC 132,999 2,494,000 1.88%
17 BRIDGEWAY CAPITAL MANAGEMENT, LLC 124,100 2,327,000 1.76%
18 Bank of New York Mellon Corp 116,453 2,183,000 1.65%
19 GEODE CAPITAL MANAGEMENT, LLC 99,533 1,865,000 1.41%
20 TIAA CREF INVESTMENT MANAGEMENT LLC 71,664 1,344,000 1.01%
21 TRADITION CAPITAL MANAGEMENT LLC 67,367 1,263,000 0.95%
22 PRUDENTIAL FINANCIAL INC 65,746 1,233,000 0.93%
23 LOGAN CAPITAL MANAGEMENT INC 64,244 1,204,000 0.91%
24 WELLS FARGO & COMPANY/MN 62,798 1,178,000 0.89%
25 FIRST MANHATTAN CO. LLC. 62,301 1,168,000 0.88%
26 BlackRock Investment Management, LLC 53,627 1,006,000 0.76%
27 BRYN MAWR CAPITAL MANAGEMENT INC 52,997 994,000 0.75%
28 MARTINGALE ASSET MANAGEMENT L P 50,777 953,000 0.72%
29 WEDGE CAPITAL MANAGEMENT L L P/NC 50,400 945,000 0.71%
30 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 45,600 855,000 0.65%
31 PARAMETRIC PORTFOLIO ASSOCIATES LLC 43,201 810,000 0.61%
32 Numeric Investors LLC 42,455 796,000 0.60%
33 TDAM USA INC. 40,035 751,000 0.57%
34 FIRST NIAGARA BANK 37,834 709,000 0.54%
35 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 37,779 709,000 0.54%
36 Pacific Ridge Capital Partners, LLC 34,572 648,000 0.49%
37 BLB&B Advisors, LLC 31,409 589,000 0.44%
38 STRS OHIO 30,118 565,000 0.43%
39 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 29,868 560,000 0.42%
40 TWO SIGMA ADVISERS, LP 27,107 508,000 0.38%
41 CREDIT SUISSE AG/ 25,426 477,000 0.36%
42 Invesco Ltd. 24,934 468,000 0.35%
43 RENAISSANCE TECHNOLOGIES LLC 24,774 465,000 0.35%
44 RHUMBLINE ADVISERS 23,099 433,000 0.33%
45 TEACHERS ADVISORS, LLC 22,818 428,000 0.32%
46 TOWER BRIDGE ADVISORS 21,675 406,406 0.31%
47 FEDERATED HERMES, INC. 20,802 390,000 0.29%
48 Stanley-Laman Group, Ltd. 20,200 379,000 0.29%
49 MORGAN STANLEY 19,761 371,000 0.28%
50 Municipal Employees' Retirement System of Michigan 18,700 354,000 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.