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Univest Financial

138 hedge funds and large institutions have $391M invested in Univest Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.89% less ownership

Funds ownership: 74.34%73.44% (-0.89%)

1% less funds holding

Funds holding: 140138 (-2)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

24% less capital invested

Capital invested by funds: $516M → $391M (-$125M)

Holders
138
Holders Change
-2
Holders Change %
-1.43%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
53
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$2.33M +$501K +25,600 +25%
AQR Capital Management
27
AQR Capital Management
Connecticut
$2.08M -$859K -43,836 -28%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$1.98M +$521K +26,595 +32%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$1.84M +$357K +18,250 +22%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$1.55M -$35.3K -1,800 -2%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.4M +$1.35M +68,721 New
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$1.3M
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.14M
Barclays
34
Barclays
United Kingdom
$1.13M +$81.5K +4,162 +7%
Bank of America
35
Bank of America
North Carolina
$1.03M -$198K -10,115 -15%
Millennium Management
36
Millennium Management
New York
$1.01M -$4.11M -210,079 -79%
WCM
37
Wedge Capital Management
North Carolina
$973K +$1.05M +53,802 New
Invesco
38
Invesco
Georgia
$934K -$107K -5,441 -10%
LCM
39
Logan Capital Management
Pennsylvania
$912K
HF
40
HRT Financial
New York
$901K +$976K +49,837 New
SEI Investments
41
SEI Investments
Pennsylvania
$899K -$307K -15,649 -24%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$899K +$17.1K +873 +2%
Two Sigma Investments
43
Two Sigma Investments
New York
$882K -$173K -8,839 -15%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$876K +$4.27K +218 +0.5%
PRCP
45
Pacific Ridge Capital Partners
Oregon
$853K +$440K +22,465 +91%
Victory Capital Management
46
Victory Capital Management
Texas
$800K -$81.2K -4,147 -9%
IWA
47
IVC Wealth Advisors
Pennsylvania
$741K +$4.9K +250 +0.6%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$737K -$23.2K -1,182 -3%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$730K +$512K +26,123 +183%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$699K +$52.1K +2,660 +7%

UVSP Hedge Fund Activity: Q2 2023 in Review

138 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2023, worth a combined $391M — down 24% from $516M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UVSP and 17 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 53 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $1.77M. The largest seller was Millennium Management, cutting an estimated $4.11M.

  • 138 institutional investors held Univest Financial (UVSP) as of Q2 2023, down from 140 in Q1 2023.
  • Funds reported $391M of Univest Financial stock for Q2 2023, down 24% quarter-over-quarter.
  • 17 funds opened new Univest Financial positions in Q2 2023 and 19 closed out, a net change of -2 holders.
  • The largest Univest Financial buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $1.77M added.
  • The largest Univest Financial seller in Q2 2023 was Millennium Management, an estimated $4.11M sold.

Based on aggregated 13F filings for Q2 2023.