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Univest Financial

140 hedge funds and large institutions have $516M invested in Univest Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.83% more ownership

Funds ownership: 73.5%74.34% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

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
$38K
Puts
$12K
Net Calls
Net Calls Change

Top Buyers

1 +$6.07M
2 +$2.17M
3 +$1.83M
4
Millennium Management
Millennium Management
New York
+$1.57M
5
State Street
State Street
Massachusetts
+$1.5M

Top Sellers

1 -$8.61M
2 -$1.92M
3 -$1.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$785K
5
Two Sigma Investments
Two Sigma Investments
New York
-$636K
Name Holding Trade Value Shares
Change
Change in
Stake
51
$788K
52
$749K
53
$703K
54
$703K
55
$692K
56
$687K
57
$667K
58
$640K
59
$634K
60
$618K
61
$594K
62
$591K
63
$587K
64
$565K
65
$550K
66
$530K
67
$530K
68
$502K
69
$499K
70
$493K
71
$491K
72
$486K
73
$470K
74
$464K
75
$420K