Cliff Asness's UVSP Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 350,938 shares of Univest Financial Corporation (UVSP) worth $12.02 M, representing 0.01% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in UVSP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 214,572 shares. Largest reduction occurred in Q3 2024, reducing 64,248 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Univest Financial Corporation (UVSP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Univest Financial Corporation (UVSP) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +26,202 | Add 8.07% | 350,938 | $34.26 |
| Q4 2025 | +22,991 | Add 7.62% | 324,736 | $32.74 |
| Q3 2025 | +2,342 | Add 0.78% | 301,745 | $30.02 |
| Q2 2025 | -8,044 | Reduce 2.62% | 299,403 | $30.04 |
| Q1 2025 | -1,801 | Reduce 0.58% | 307,447 | $28.36 |
| Q4 2024 | -14,584 | Reduce 4.50% | 309,248 | $29.51 |
| Q3 2024 | -64,248 | Reduce 16.56% | 323,832 | $28.14 |
| Q2 2024 | -15,311 | Reduce 3.80% | 388,080 | $22.83 |
| Q1 2024 | +26,014 | Add 6.89% | 403,391 | $20.82 |
| Q4 2023 | +47,646 | Add 14.45% | 377,377 | $22.03 |
| Q3 2023 | +214,572 | Add 186.33% | 329,731 | $17.38 |
| Q2 2023 | -43,836 | Reduce 27.57% | 115,159 | $18.08 |
| Q1 2023 | -9,756 | Reduce 5.78% | 158,995 | $23.74 |
| Q4 2022 | +249 | Add 0.15% | 168,751 | $26.13 |
| Q3 2022 | +91,503 | Add 118.84% | 168,502 | $23.48 |
| Q2 2022 | +10,583 | Add 15.93% | 76,999 | $25.44 |
| Q1 2022 | +1,396 | Add 2.15% | 66,416 | $26.76 |
| Q4 2021 | -25 | Reduce 0.04% | 65,020 | $29.91 |
| Q3 2021 | +999 | Add 1.56% | 65,045 | $27.40 |
| Q2 2021 | +5,491 | Add 9.38% | 64,046 | $26.37 |
| Q1 2021 | +34,907 | Add 147.61% | 58,555 | $28.59 |
| Q4 2020 | -15,870 | Reduce 40.16% | 23,648 | $20.59 |
| Q3 2020 | +7,073 | Add 21.80% | 39,518 | $14.37 |
| Q2 2020 | +1,047 | Add 3.33% | 32,445 | $16.15 |
| Q1 2020 | -193 | Reduce 0.61% | 31,398 | $16.31 |
| Q4 2019 | +10,662 | Add 50.94% | 31,591 | $26.78 |
| Q3 2019 | +11,208 | Add 115.30% | 20,929 | $25.51 |
| Q2 2019 | +894 | Add 10.13% | 9,721 | $26.23 |
| Q1 2019 | +8,827 | New Buy | 8,827 | $24.47 |
| Q4 2018 | -18,235 | Sold Out | 0 | $0.00 |
| Q3 2018 | -2,247 | Reduce 10.97% | 18,235 | $26.43 |
| Q2 2018 | +2,983 | Add 17.05% | 20,482 | $27.54 |
| Q4 2017 | -14,820 | Reduce 45.86% | 17,499 | $28.06 |
| Q3 2017 | -13,741 | Reduce 29.83% | 32,319 | $31.99 |
| Q2 2017 | +6,966 | Add 17.82% | 46,060 | $29.94 |
| Q1 2017 | +22,873 | Add 141.01% | 39,094 | $25.89 |
| Q4 2016 | +16,221 | New Buy | 16,221 | $30.89 |
| Q2 2016 | -14,919 | Sold Out | 0 | $0.00 |
| Q1 2016 | +14,919 | New Buy | 14,919 | $19.51 |
Cliff Asness's Univest Financial Corporation Investment FAQs
Cliff Asness first purchased Univest Financial Corporation (UVSP) in Q1 2016, acquiring 14,919 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Univest Financial Corporation (UVSP) for 40 quarters since Q1 2016.
Cliff Asness's largest addition to Univest Financial Corporation (UVSP) was in Q3 2023, adding 329,731 shares worth $5.73 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 350,938 shares of Univest Financial Corporation (UVSP), valued at approximately $12.02 M.
As of the Q1 2026 filing, Univest Financial Corporation (UVSP) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Univest Financial Corporation (UVSP) was 403,391 shares, as reported at the end of Q1 2024.