Jim Simons Univest Financial Corp Transaction History

Renaissance Technologies LLC

$63.4 Billion
Q4 2024

A detailed history of Jim Simons (Renaissance Technologies LLC) transactions in Univest Financial Corp stock. As of the latest transaction made, Renaissance Technologies LLC holds 628,689 shares of UVSP stock, worth $19.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

628,689

Previous 650,889 3.41%

Holding current value

$19.6 Million

Previous $18.3 Million 1.29%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$26.85 - $32.21 $596,070 - $715,062	-22,200 Reduced 3.41%	628,689 $18.6 Million
Q3 2024 Nov 13, 2024	SELL	$22.22 - $29.19 $186,648 - $245,196	-8,400 Reduced 1.27%	650,889 $18.3 Million
Q2 2024 Aug 09, 2024	SELL	$18.44 - $22.93 $16,596 - $20,637	-900 Reduced 0.14%	659,289 $15.1 Million
Q1 2024 May 13, 2024	SELL	$19.25 - $22.06 $209,825 - $240,454	-10,900 Reduced 1.62%	660,189 $13.7 Million
Q4 2023 Feb 13, 2024	SELL	$16.21 - $22.32 $464,902 - $640,137	-28,680 Reduced 4.1%	671,089 $14.8 Million
Q3 2023 Nov 14, 2023	BUY	$17.03 - $20.75 $90,259 - $109,975	5,300 Added 0.76%	699,769 $12.2 Million
Q2 2023 Aug 11, 2023	BUY	$16.3 - $23.55 $299,594 - $432,849	18,380 Added 2.72%	694,469 $12.6 Million
Q1 2023 May 12, 2023	SELL	$23.24 - $28.72 $768,779 - $950,057	-33,080 Reduced 4.66%	676,089 $16.1 Million
Q4 2022 Feb 13, 2023	SELL	$23.85 - $28.75 $970,695 - $1.17 Million	-40,700 Reduced 5.43%	709,169 $18.5 Million
Q3 2022 Nov 14, 2022	SELL	$23.48 - $26.96 $1.33 Million - $1.53 Million	-56,720 Reduced 7.03%	749,869 $17.6 Million
Q2 2022 Aug 12, 2022	SELL	$24.83 - $26.86 $1.15 Million - $1.24 Million	-46,180 Reduced 5.42%	806,589 $20.5 Million
Q1 2022 May 13, 2022	BUY	$26.76 - $31.41 $241,963 - $284,009	9,042 Added 1.07%	852,769 $22.8 Million
Q4 2021 Feb 11, 2022	SELL	$27.44 - $30.78 $451,717 - $506,700	-16,462 Reduced 1.91%	843,727 $25.2 Million
Q3 2021 Nov 12, 2021	SELL	$24.86 - $28.25 $842,256 - $957,110	-33,880 Reduced 3.79%	860,189 $23.6 Million
Q2 2021 Aug 13, 2021	SELL	$26.37 - $29.4 $1.66 Million - $1.85 Million	-62,820 Reduced 6.57%	894,069 $23.6 Million
Q1 2021 May 13, 2021	SELL	$20.49 - $29.45 $2.77 Million - $3.98 Million	-135,280 Reduced 12.39%	956,889 $27.4 Million
Q4 2020 Feb 10, 2021	SELL	$14.4 - $20.58 $1.28 Million - $1.83 Million	-89,000 Reduced 7.53%	1,092,169 $22.5 Million
Q3 2020 Nov 13, 2020	SELL	$13.76 - $17.45 $304,096 - $385,645	-22,100 Reduced 1.84%	1,181,169 $17 Million
Q2 2020 Aug 13, 2020	SELL	$14.21 - $19.19 $53,998 - $72,922	-3,800 Reduced 0.31%	1,203,269 $19.4 Million
Q1 2020 May 14, 2020	BUY	$13.87 - $26.96 $198,341 - $385,528	14,300 Added 1.2%	1,207,069 $19.7 Million
Q4 2019 Feb 13, 2020	BUY	$24.26 - $27.47 $46,094 - $52,193	1,900 Added 0.16%	1,192,769 $31.9 Million
Q3 2019 Nov 13, 2019	BUY	$24.8 - $27.48 $1.7 Million - $1.88 Million	68,400 Added 6.09%	1,190,869 $30.4 Million
Q2 2019 Aug 12, 2019	BUY	$23.88 - $26.26 $1.43 Million - $1.57 Million	59,800 Added 5.63%	1,122,469 $29.5 Million
Q1 2019 May 14, 2019	BUY	$21.9 - $26.51 $3.2 Million - $3.87 Million	146,100 Added 15.94%	1,062,669 $26 Million
Q4 2018 Feb 13, 2019	BUY	$20.59 - $26.43 $18.9 Million - $24.2 Million	916,569 New	916,569 $19.8 Million

Others Institutions Holding UVSP

# of Institutions

174

Shares Held

19.6M

Call Options Held

Put Options Held

View Full List

About UNIVEST FINANCIAL Corp

Ticker UVSP
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 29,242,500
Market Cap $913M
Description
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...

More about UVSP

Track Jim Simons's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Renaissance Technologies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Renaissance Technologies LLC and Jim Simons with notifications on news.

Account