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Univest Financial

140 hedge funds and large institutions have $496M invested in Univest Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

8% less capital invested

Capital invested by funds: $542M → $496M (-$45.7M)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 Sellers

1 -$3.39M
2 -$2.76M
3 -$1.33M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.15M
27
$2.95M
28
$2.38M
29
$2.29M
30
$2.15M
31
$1.99M
32
$1.8M
33
$1.72M
34
$1.64M
35
$1.47M
36
$1.47M
37
$1.45M
38
$1.44M
39
$1.37M
40
$1.29M
41
$1.28M
42
$1.18M
43
$1.13M
44
$1.05M
45
$1M
46
$995K
47
$930K
48
$884K
49
$868K
50
$818K