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Univest Financial

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

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
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

Top Sellers

1 -$3.39M
2 -$2.76M
3 -$1.33M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$804K
52
$769K
53
$756K
54
$741K
55
$680K
56
$676K
57
$666K
58
$663K
59
$602K
60
$587K
61
$584K
62
$554K
63
$533K
64
$528K
65
$524K
66
$523K
67
$490K
68
$487K
69
$481K
70
$474K
71
$463K
72
$459K
73
$401K
74
$385K
75
$377K