Univest Financial
UVSP
123 hedge funds and large institutions have $290M invested in Univest Financial in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.21% less ownership
Funds ownership: 70.09% → 68.89% (-1.2%)
6% less funds holding
Funds holding: 131 → 123 (-8)
12% less capital invested
Capital invested by funds: $330M → $290M (-$39.9M)
32% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 50
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.83M |
| 2 |
Pzena Investment Management
New York
|
+$2.48M |
| 3 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
+$1.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.36M |
| 5 |
Goldman Sachs
New York
|
+$633K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$1.7M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.41M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$1.36M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$953K |
| 5 |
State Street
Boston,
Massachusetts
|
-$862K |
UVSP Hedge Fund Activity: Q3 2020 in Review
123 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2020, worth a combined $290M — down 12% from $330M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of UVSP and 10 opened new positions — a net loss of 7 holders — while 50 trimmed existing stakes and 34 added.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $2.83M. The largest seller was Impax Asset Management Group, exiting entirely with an estimated $1.7M sold.
- 123 institutional investors held Univest Financial (UVSP) as of Q3 2020, down from 131 in Q2 2020.
- Funds reported $290M of Univest Financial stock for Q3 2020, down 12% quarter-over-quarter.
- 10 funds opened new Univest Financial positions in Q3 2020 and 17 closed out, a net change of -7 holders.
- The largest Univest Financial buyer in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $2.83M added.
- The largest Univest Financial seller in Q3 2020 was Impax Asset Management Group, an estimated $1.7M sold.
Based on aggregated 13F filings for Q3 2020.