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Univest Financial
UVSP

136 hedge funds and large institutions have $505M invested in Univest Financial in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 42

1.49% more ownership

Funds ownership: 72.02% → 73.5% (+1.5%)

2% more capital invested

Capital invested by funds: $496M → $505M (+$8.35M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 140 → 136 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
136
Holders Change
-4
Holders Change %
-2.86%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
56
Reduced
42
Closed
13
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$11.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.45M
3
BlackRock
BlackRock
New York
+$5.43M
4
Millennium Management
Millennium Management
New York
+$3.09M
5
American Century Companies
American Century Companies
Missouri
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$14.3M
2
ECA
Endeavour Capital Advisors
Connecticut
-$4.16M
3
PI
Putnam Investments
Massachusetts
-$3.8M
4
JAM
Jacobs Asset Management
New York
-$2.29M
5
Pzena Investment Management
Pzena Investment Management
New York
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.62M +$28.8K +1,075 +0.8%
MPAM
27
Monarch Partners Asset Management
Massachusetts
$3.51M +$8.77K +327 +0.2%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$2.46M -$843K -31,442 -25%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$2.43M +$526K +19,600 +27%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$2.39M +$776K +28,939 +46%
Bank of America
31
Bank of America
North Carolina
$2.26M +$263K +9,793 +13%
Two Sigma Investments
32
Two Sigma Investments
New York
$2.2M +$613K +22,875 +37%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
33
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.92M +$1.97M +73,500 New
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.85M +$32.2K +1,200 +2%
Invesco
35
Invesco
Georgia
$1.58M +$337K +12,571 +26%
MAM
36
Martingale Asset Management
Massachusetts
$1.55M -$65.5K -2,441 -4%
Stifel Financial
37
Stifel Financial
Missouri
$1.53M – – –
Prudential Financial
38
Prudential Financial
New Jersey
$1.53M -$113K -4,200 -7%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$1.46M +$814K +30,341 +118%
CIA
40
Compass Ion Advisors
Pennsylvania
$1.36M -$73K -2,723 -5%
Victory Capital Management
41
Victory Capital Management
Texas
$1.32M -$114K -4,240 -8%
LCM
42
Logan Capital Management
Pennsylvania
$1.32M – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.23M +$59.7K +2,226 +5%
Citadel Advisors
44
Citadel Advisors
Florida
$1.2M +$1.24M +46,088 New
SEI Investments
45
SEI Investments
Pennsylvania
$1.18M +$289K +10,764 +31%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$1.11M +$5.39K +201 +0.5%
Barclays
47
Barclays
United Kingdom
$1.07M +$221K +8,231 +25%
IWA
48
IVC Wealth Advisors
Pennsylvania
$1.06M +$80.1K +2,986 +8%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$1.05M +$236K +8,811 +28%
First Manhattan
50
First Manhattan
New York
$1.04M – – –
1
2
3 4 5

UVSP Hedge Fund Activity: Q4 2022 in Review

136 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2022, worth a combined $505M — up 1.7% from $496M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UVSP and 9 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 56 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $11.8M. The largest seller was FJ Capital Management, exiting entirely with an estimated $14.3M sold.

  • 136 institutional investors held Univest Financial (UVSP) as of Q4 2022, down from 140 in Q3 2022.
  • Funds reported $505M of Univest Financial stock for Q4 2022, up 1.7% quarter-over-quarter.
  • 9 funds opened new Univest Financial positions in Q4 2022 and 13 closed out, a net change of -4 holders.
  • The largest Univest Financial buyer in Q4 2022 was Boston Partners, an estimated $11.8M added.
  • The largest Univest Financial seller in Q4 2022 was FJ Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2022.