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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
101 SCHRODER INVESTMENT MANAGEMENT GROUP 218,049 5,094,000 1.53%
102 Neuberger Berman Group LLC 230,228 5,378,000 1.62%
103 MALTESE CAPITAL MANAGEMENT LLC 250,000 5,840,000 1.75%
104 BANC FUNDS CO LLC 269,452 6,294,000 1.89%
105 LSV ASSET MANAGEMENT 274,700 6,416,000 1.93%
106 NORTHERN TRUST CORP 325,778 7,610,000 2.29%
107 DEPRINCE RACE & ZOLLO INC 332,869 7,776,000 2.34%
108 Clover Partners, L.P. 361,884 8,454,000 2.54%
109 PHILADELPHIA TRUST CO 426,819 9,970,000 2.99%
110 RENAISSANCE TECHNOLOGIES LLC 445,969 10,418,000 3.13%
111 STATE STREET CORP 487,073 11,375,000 3.42%
112 FJ Capital Management LLC 622,000 14,534,000 4.36%
113 BlackRock Institutional Trust Company, N.A. 669,258 15,634,000 4.70%
114 BlackRock Fund Advisors 701,459 16,386,000 4.92%
115 KENNEDY CAPITAL MANAGEMENT LLC 701,679 16,391,000 4.92%
116 ROYAL BANK OF CANADA 773,246 18,064,000 5.43%
117 UNIVEST FINANCIAL Corp 838,825 19,595,000 5.88%
118 VANGUARD GROUP INC 896,993 20,954,000 6.29%
119 ABERDEEN ASSET MANAGEMENT PLC/UK 941,311 21,989,000 6.60%
120 DIMENSIONAL FUND ADVISORS LP 982,657 22,955,000 6.89%
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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.