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

Institutional Holders (2016Q3)
Portfolio Summary: 120 Institutional holders with a total value of $332,972,835.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 982,657 22,955,000 6.89%
2 ABERDEEN ASSET MANAGEMENT PLC/UK 941,311 21,989,000 6.60%
3 VANGUARD GROUP INC 896,993 20,954,000 6.29%
4 UNIVEST FINANCIAL Corp 838,825 19,595,000 5.88%
5 ROYAL BANK OF CANADA 773,246 18,064,000 5.43%
6 KENNEDY CAPITAL MANAGEMENT LLC 701,679 16,391,000 4.92%
7 BlackRock Fund Advisors 701,459 16,386,000 4.92%
8 BlackRock Institutional Trust Company, N.A. 669,258 15,634,000 4.70%
9 FJ Capital Management LLC 622,000 14,534,000 4.36%
10 STATE STREET CORP 487,073 11,375,000 3.42%
11 RENAISSANCE TECHNOLOGIES LLC 445,969 10,418,000 3.13%
12 PHILADELPHIA TRUST CO 426,819 9,970,000 2.99%
13 Clover Partners, L.P. 361,884 8,454,000 2.54%
14 DEPRINCE RACE & ZOLLO INC 332,869 7,776,000 2.34%
15 NORTHERN TRUST CORP 325,778 7,610,000 2.29%
16 LSV ASSET MANAGEMENT 274,700 6,416,000 1.93%
17 BANC FUNDS CO LLC 269,452 6,294,000 1.89%
18 MALTESE CAPITAL MANAGEMENT LLC 250,000 5,840,000 1.75%
19 Neuberger Berman Group LLC 230,228 5,378,000 1.62%
20 SCHRODER INVESTMENT MANAGEMENT GROUP 218,049 5,094,000 1.53%
21 Bank of New York Mellon Corp 209,141 4,885,000 1.47%
22 GEODE CAPITAL MANAGEMENT, LLC 206,066 4,813,000 1.45%
23 SEIDMAN LAWRENCE B 160,398 3,747,000 1.13%
24 MANUFACTURERS LIFE INSURANCE COMPANY, THE 155,547 3,633,000 1.09%
25 BRIDGEWAY CAPITAL MANAGEMENT, LLC 142,714 3,334,000 1.00%
26 Informed Momentum Co LLC 125,356 2,928,000 0.88%
27 WELLS FARGO & COMPANY/MN 109,166 2,550,000 0.77%
28 BlackRock Investment Management, LLC 108,370 2,532,000 0.76%
29 PRUDENTIAL FINANCIAL INC 100,889 2,357,000 0.71%
30 PARAMETRIC PORTFOLIO ASSOCIATES LLC 98,973 2,312,000 0.69%
31 TIAA CREF INVESTMENT MANAGEMENT LLC 90,836 2,122,000 0.64%
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 84,750 1,980,000 0.59%
33 EMERALD ADVISERS, LLC 80,294 1,876,000 0.56%
34 TRADITION CAPITAL MANAGEMENT LLC 67,429 1,575,000 0.47%
35 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 67,335 1,573,000 0.47%
36 DEUTSCHE BANK AG\ 65,188 1,522,000 0.46%
37 FIRST MANHATTAN CO. LLC. 59,642 1,393,000 0.42%
38 AMERIPRISE FINANCIAL INC 59,217 1,384,000 0.42%
39 EMERALD ACQUISITION LTD. 58,899 1,375,000 0.41%
40 CREDIT SUISSE AG/ 57,193 1,336,000 0.40%
41 LOGAN CAPITAL MANAGEMENT INC 54,244 1,267,000 0.38%
42 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 53,400 1,247,000 0.37%
43 VICTORY CAPITAL MANAGEMENT INC 52,383 1,224,000 0.37%
44 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 52,360 1,223,000 0.37%
45 Ativo Capital Management LLC 48,613 1,136,000 0.34%
46 STIFEL FINANCIAL CORP 46,179 1,079,000 0.32%
47 FIRST TRUST ADVISORS LP 45,434 1,061,000 0.32%
48 TEACHERS ADVISORS, LLC 45,354 1,059,000 0.32%
49 MENDON CAPITAL ADVISORS CORP 45,000 1,051,000 0.32%
50 RHUMBLINE ADVISERS 40,883 955,000 0.29%
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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.