UVSP icon

Univest Financial
UVSP

Overview Fund Trends Analyst Outlook Journalist POV

127 hedge funds and large institutions have $328M invested in Univest Financial in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

less funds holding

Funds holding: →

40% less capital invested

Capital invested by funds: $543M → $328M (-$215M)

73% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 26

Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$24M
2
+$1.87M
3
+$1.17M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$680K
5
PAM
Panagora Asset Management
Massachusetts
+$510K

Top Sellers

1
-$3.12M
2
-$2.62M
3
-$2.37M
4
Millennium Management
Millennium Management
New York
-$2.32M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$2.7M
27
$2.7M
28
$2.23M
29
$2.21M
30
$1.87M
31
$1.57M
32
$1.42M
33
$1.32M
34
$1.29M
35
$1.27M
36
$1.1M
37
$1.1M
38
$1.08M
39
$1.07M
40
$1.05M
41
$1.04M
42
$1.03M
43
$1.02M
44
$1.01M
45
$994K
46
$928K
47
$854K
48
$848K
49
$822K
50
$821K
1
2
3 4 5