Dark
Light
System
Security
UNIVEST FINANCIAL CORPORATIO
UNIVEST FINANCIAL CORPORATIO. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 134 Institutional holders with a total value of $475,711,745.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ABERDEEN ASSET MANAGEMENT PLC/UK 1,387,383 42,870,000 9.01%
2 DIMENSIONAL FUND ADVISORS LP 1,051,854 32,503,000 6.83%
3 VANGUARD GROUP INC 981,367 30,325,000 6.37%
4 ROYAL BANK OF CANADA 911,617 28,169,000 5.92%
5 BlackRock Fund Advisors 825,044 25,494,000 5.36%
6 UNIVEST FINANCIAL Corp 788,049 24,351,000 5.12%
7 BlackRock Institutional Trust Company, N.A. 768,143 23,736,000 4.99%
8 FJ Capital Management LLC 615,500 19,020,000 4.00%
9 STATE STREET CORP 563,497 17,412,000 3.66%
10 SCHRODER INVESTMENT MANAGEMENT GROUP 496,270 15,335,000 3.22%
11 KENNEDY CAPITAL MANAGEMENT LLC 462,885 14,303,000 3.01%
12 PHILADELPHIA TRUST CO 421,095 13,012,000 2.74%
13 RENAISSANCE TECHNOLOGIES LLC 412,089 12,734,000 2.68%
14 FMR LLC 407,834 12,602,000 2.65%
15 NORTHERN TRUST CORP 359,213 11,100,000 2.33%
16 BANC FUNDS CO LLC 269,452 8,326,000 1.75%
17 Neuberger Berman Group LLC 236,377 7,304,000 1.54%
18 GEODE CAPITAL MANAGEMENT, LLC 215,997 6,674,000 1.40%
19 MALTESE CAPITAL MANAGEMENT LLC 211,100 6,523,000 1.37%
20 Bank of New York Mellon Corp 205,047 6,337,000 1.33%
21 SEIDMAN LAWRENCE B 160,398 4,956,000 1.04%
22 DEPRINCE RACE & ZOLLO INC 152,882 4,724,000 0.99%
23 Informed Momentum Co LLC 149,759 4,628,000 0.97%
24 MANUFACTURERS LIFE INSURANCE COMPANY, THE 148,942 4,603,000 0.97%
25 BRIDGEWAY CAPITAL MANAGEMENT, LLC 142,714 4,410,000 0.93%
26 Zweig-DiMenna Associates LLC 135,251 4,179,000 0.88%
27 Clover Partners, L.P. 122,146 3,774,000 0.79%
28 BlackRock Investment Management, LLC 107,086 3,309,000 0.70%
29 PARAMETRIC PORTFOLIO ASSOCIATES LLC 104,454 3,228,000 0.68%
30 WELLS FARGO & COMPANY/MN 99,233 3,066,000 0.64%
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 95,781 2,960,000 0.62%
32 TIAA CREF INVESTMENT MANAGEMENT LLC 85,508 2,642,000 0.56%
33 JPMORGAN CHASE & CO 78,767 2,434,000 0.51%
34 MORGAN STANLEY 78,377 2,423,000 0.51%
35 LSV ASSET MANAGEMENT 74,800 2,311,000 0.49%
36 VICTORY CAPITAL MANAGEMENT INC 74,638 2,306,000 0.48%
37 FIRST TRUST ADVISORS LP 74,638 2,306,000 0.48%
38 RIVER OAKS CAPITAL LLC 68,513 2,117,000 0.45%
39 TRADITION CAPITAL MANAGEMENT LLC 66,204 2,045,000 0.43%
40 AMERIPRISE FINANCIAL INC 66,149 2,045,000 0.43%
41 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 60,195 1,860,000 0.39%
42 STIFEL FINANCIAL CORP 59,555 1,840,000 0.39%
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,126 1,796,000 0.38%
44 RUSSELL INVESTMENTS GROUP, LTD. 57,245 1,789,000 0.38%
45 PRUDENTIAL FINANCIAL INC 55,989 1,730,000 0.36%
46 FIRST MANHATTAN CO. LLC. 55,645 1,719,000 0.36%
47 LOGAN CAPITAL MANAGEMENT INC 54,244 1,676,000 0.35%
48 BALYASNY ASSET MANAGEMENT L.P. 53,318 1,648,000 0.35%
49 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 51,500 1,591,000 0.33%
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 51,160 1,581,000 0.33%
Page 1 of 3

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.