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

Institutional Holders (2014Q4)
Portfolio Summary: 88 Institutional holders with a total value of $147,901,494.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNIVEST FINANCIAL Corp 944,914 19,125,000 12.93%
2 BlackRock Institutional Trust Company, N.A. 565,714 11,450,000 7.74%
3 DIMENSIONAL FUND ADVISORS LP 513,999 10,403,000 7.03%
4 VANGUARD GROUP INC 497,803 10,075,000 6.81%
5 BlackRock Fund Advisors 446,435 9,036,000 6.11%
6 DEPRINCE RACE & ZOLLO INC 375,664 7,603,000 5.14%
7 PHILADELPHIA TRUST CO 318,305 6,442,000 4.36%
8 STATE STREET CORP 284,811 5,762,000 3.90%
9 KESTREL INVESTMENT MANAGEMENT CORP 235,000 4,756,000 3.22%
10 LSV ASSET MANAGEMENT 213,694 4,325,000 2.92%
11 NORTHERN TRUST CORP 207,769 4,205,000 2.84%
12 Neuberger Berman Group LLC 180,072 3,644,000 2.46%
13 ABERDEEN ASSET MANAGEMENT PLC/UK 174,120 3,524,000 2.38%
14 BANC FUNDS CO LLC 141,947 2,873,000 1.94%
15 KENNEDY CAPITAL MANAGEMENT LLC 138,685 2,807,000 1.90%
16 EMERALD ADVISERS, LLC 132,999 2,692,000 1.82%
17 BRIDGEWAY CAPITAL MANAGEMENT, LLC 118,100 2,390,000 1.62%
18 Bank of New York Mellon Corp 110,349 2,234,000 1.51%
19 GEODE CAPITAL MANAGEMENT, LLC 103,297 2,090,000 1.41%
20 Numeric Investors LLC 98,831 2,000,000 1.35%
21 TIAA CREF INVESTMENT MANAGEMENT LLC 74,937 1,517,000 1.03%
22 FIRST MANHATTAN CO. LLC. 69,433 1,405,000 0.95%
23 TRADITION CAPITAL MANAGEMENT LLC 67,462 1,365,000 0.92%
24 PRUDENTIAL FINANCIAL INC 66,446 1,345,000 0.91%
25 LOGAN CAPITAL MANAGEMENT INC 64,244 1,301,000 0.88%
26 WELLS FARGO & COMPANY/MN 63,654 1,288,000 0.87%
27 BlackRock Investment Management, LLC 53,230 1,077,000 0.73%
28 MARTINGALE ASSET MANAGEMENT L P 49,177 996,000 0.67%
29 WEDGE CAPITAL MANAGEMENT L L P/NC 48,400 980,000 0.66%
30 PARAMETRIC PORTFOLIO ASSOCIATES LLC 43,559 882,000 0.60%
31 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 45,600 876,000 0.59%
32 RENAISSANCE TECHNOLOGIES LLC 41,100 832,000 0.56%
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 38,938 789,000 0.53%
34 TDAM USA INC. 38,535 780,000 0.53%
35 BRYN MAWR CAPITAL MANAGEMENT INC 38,228 774,000 0.52%
36 FIRST NIAGARA BANK 37,834 766,000 0.52%
37 MORGAN STANLEY 36,940 748,000 0.51%
38 STRS OHIO 35,600 721,000 0.49%
39 Pacific Ridge Capital Partners, LLC 34,842 705,000 0.48%
40 BLB&B Advisors, LLC 31,409 636,000 0.43%
41 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 29,996 607,000 0.41%
42 FEDERATED HERMES, INC. 26,334 533,000 0.36%
43 Invesco Ltd. 26,234 531,000 0.36%
44 RHUMBLINE ADVISERS 25,049 507,000 0.34%
45 CREDIT SUISSE AG/ 24,641 499,000 0.34%
46 TEACHERS ADVISORS, LLC 22,818 462,000 0.31%
47 TWO SIGMA ADVISERS, LP 22,507 456,000 0.31%
48 Stanley-Laman Group, Ltd. 21,250 430,000 0.29%
49 TOWER BRIDGE ADVISORS 21,239 429,877 0.29%
50 DEUTSCHE BANK AG\ 20,558 415,000 0.28%
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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.