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Univest Financial
UVSP

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

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2% more funds holding

Funds holding: 137 → 140 (+3)

0.01% more ownership

Funds ownership: 72% → 72.02% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

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
+3
Holders Change %
+2.19%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
44
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
+$2.46M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$2.31M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.2M
4
Millennium Management
Millennium Management
New York
+$1.51M
5
American Century Companies
American Century Companies
Missouri
+$838K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$3.39M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.97M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.43M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.15M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPAM
26
Monarch Partners Asset Management
Massachusetts
$3.15M – – –
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$2.95M +$372K +14,739 +13%
American Century Companies
28
American Century Companies
Missouri
$2.38M +$838K +33,184 +49%
JAM
29
Jacobs Asset Management
New York
$2.29M +$2.46M +97,518 New
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$2.15M – – –
Millennium Management
31
Millennium Management
New York
$1.99M +$1.51M +59,796 +239%
Bank of America
32
Bank of America
North Carolina
$1.8M +$134K +5,305 +7%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.72M -$356K -14,100 -16%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.64M – – –
Prudential Financial
35
Prudential Financial
New Jersey
$1.47M -$35.4K -1,400 -2%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$1.47M -$41.6K -1,646 -3%
MAM
37
Martingale Asset Management
Massachusetts
$1.45M +$227K +9,000 +17%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.44M -$396K -15,689 -20%
Stifel Financial
39
Stifel Financial
Missouri
$1.37M – – –
Victory Capital Management
40
Victory Capital Management
Texas
$1.29M -$123K -4,876 -8%
CIA
41
Compass Ion Advisors
Pennsylvania
$1.28M +$73.6K +2,914 +6%
LCM
42
Logan Capital Management
Pennsylvania
$1.18M – – –
Invesco
43
Invesco
Georgia
$1.13M -$146K -5,784 -11%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.05M +$30K +1,187 +3%
ROC
45
River Oaks Capital
Minnesota
$1M -$157K -6,220 -13%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$995K -$347K -13,729 -24%
First Manhattan
47
First Manhattan
New York
$930K -$15.2K -600 -1%
IWA
48
IVC Wealth Advisors
Pennsylvania
$884K +$4.42K +175 +0.5%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$868K -$15.6K -617 -2%
BBA
50
BLB&B Advisors
Pennsylvania
$818K +$2.53K +100 +0.3%
1
2
3 4 5

UVSP Hedge Fund Activity: Q3 2022 in Review

140 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2022, worth a combined $496M — down 8.4% from $542M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UVSP positions and 11 closed out — a net gain of 4 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was Jacobs Asset Management, opening a new position worth an estimated $2.46M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $3.39M sold.

  • 140 institutional investors held Univest Financial (UVSP) as of Q3 2022, up from 137 in Q2 2022.
  • Funds reported $496M of Univest Financial stock for Q3 2022, down 8.4% quarter-over-quarter.
  • 15 funds opened new Univest Financial positions in Q3 2022 and 11 closed out, a net change of +4 holders.
  • The largest Univest Financial buyer in Q3 2022 was Jacobs Asset Management, an estimated $2.46M added.
  • The largest Univest Financial seller in Q3 2022 was Maltese Capital Management, an estimated $3.39M sold.

Based on aggregated 13F filings for Q3 2022.