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

Institutional Holders (2015Q1)
Portfolio Summary: 89 Institutional holders with a total value of $147,583,469.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNIVEST FINANCIAL Corp 936,807 18,539,000 12.56%
2 BlackRock Institutional Trust Company, N.A. 578,876 11,456,000 7.76%
3 DIMENSIONAL FUND ADVISORS LP 538,278 10,652,000 7.22%
4 VANGUARD GROUP INC 511,375 10,120,000 6.86%
5 BlackRock Fund Advisors 444,242 8,792,000 5.96%
6 PHILADELPHIA TRUST CO 371,627 7,354,000 4.98%
7 DEPRINCE RACE & ZOLLO INC 371,062 7,343,000 4.98%
8 STATE STREET CORP 293,988 5,820,000 3.94%
9 LSV ASSET MANAGEMENT 220,637 4,366,000 2.96%
10 NORTHERN TRUST CORP 211,574 4,187,000 2.84%
11 ABERDEEN ASSET MANAGEMENT PLC/UK 185,720 3,675,000 2.49%
12 Neuberger Berman Group LLC 183,343 3,628,000 2.46%
13 KENNEDY CAPITAL MANAGEMENT LLC 183,122 3,624,000 2.46%
14 BANC FUNDS CO LLC 141,947 2,809,000 1.90%
15 EMERALD ADVISERS, LLC 124,301 2,544,000 1.72%
16 Numeric Investors LLC 124,419 2,462,000 1.67%
17 Bank of New York Mellon Corp 112,549 2,228,000 1.51%
18 GEODE CAPITAL MANAGEMENT, LLC 111,780 2,212,000 1.50%
19 PRUDENTIAL FINANCIAL INC 107,534 2,128,000 1.44%
20 BRIDGEWAY CAPITAL MANAGEMENT, LLC 103,100 2,040,000 1.38%
21 RENAISSANCE TECHNOLOGIES LLC 80,738 1,598,000 1.08%
22 TIAA CREF INVESTMENT MANAGEMENT LLC 72,821 1,441,000 0.98%
23 FIRST MANHATTAN CO. LLC. 69,433 1,374,000 0.93%
24 TRADITION CAPITAL MANAGEMENT LLC 68,902 1,363,000 0.92%
25 WELLS FARGO & COMPANY/MN 65,699 1,301,000 0.88%
26 LOGAN CAPITAL MANAGEMENT INC 64,244 1,271,000 0.86%
27 BlackRock Investment Management, LLC 53,875 1,066,000 0.72%
28 WEDGE CAPITAL MANAGEMENT L L P/NC 49,500 980,000 0.66%
29 MARTINGALE ASSET MANAGEMENT L P 48,977 971,000 0.66%
30 CHOREO, LLC 46,968 929,000 0.63%
31 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 45,600 876,000 0.59%
32 PARAMETRIC PORTFOLIO ASSOCIATES LLC 41,383 819,000 0.55%
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 41,142 815,000 0.55%
34 TDAM USA INC. 38,535 763,000 0.52%
35 FIRST NIAGARA BANK 37,834 749,000 0.51%
36 STRS OHIO 36,500 722,000 0.49%
37 Pacific Ridge Capital Partners, LLC 35,552 704,000 0.48%
38 KESTREL INVESTMENT MANAGEMENT CORP 35,000 693,000 0.47%
39 BLB&B Advisors, LLC 31,559 625,000 0.42%
40 DEUTSCHE BANK AG\ 31,297 618,000 0.42%
41 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 29,696 588,000 0.40%
42 FEDERATED HERMES, INC. 29,444 583,000 0.40%
43 Stanley-Laman Group, Ltd. 27,710 548,000 0.37%
44 TWO SIGMA ADVISERS, LP 27,607 546,000 0.37%
45 MORGAN STANLEY 26,378 522,000 0.35%
46 CREDIT SUISSE AG/ 26,211 519,000 0.35%
47 RHUMBLINE ADVISERS 26,149 517,000 0.35%
48 MILLENNIUM MANAGEMENT LLC 23,797 471,000 0.32%
49 Invesco Ltd. 23,267 460,000 0.31%
50 CORNERCAP INVESTMENT COUNSEL INC 23,140 458,000 0.31%
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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.