Univest Financial
UVSP
UVSP
134 hedge funds and large institutions have $376M invested in Univest Financial in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 11 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 capital invested
Capital invested by funds: $ → $
3% less funds holding
Funds holding: 138 → 134 (-4)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Holders
134
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.73M | |
| 2 | +$2.27M | |
| 3 | +$1.43M | |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.38M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.35M |
Top Sellers
| 1 | -$5.72M | |
| 2 | -$2.55M | |
| 3 | -$2.2M | |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.4M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.3M |