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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

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:

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
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
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.33M
27
$2.08M
28
$1.98M
29
$1.84M
30
$1.55M
31
$1.4M
32
$1.3M
33
$1.14M
34
$1.13M
35
$1.03M
36
$1.01M
37
$973K
38
$934K
39
$912K
40
$901K
41
$899K
42
$899K
43
$882K
44
$876K
45
$853K
46
$800K
47
$741K
48
$737K
49
$730K
50
$699K