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Univest Financial

138 hedge funds and large institutions have $456M invested in Univest Financial in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 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:

7% less capital invested

Capital invested by funds: $493M → $456M (-$36.9M)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

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
$4K
Net Calls
Net Calls Change

Top Buyers

1 +$4.37M
2 +$2.66M
3 +$1.6M
4
RA
Royce & Associates
New York
+$1.45M
5
Invesco
Invesco
Georgia
+$1.07M

Top Sellers

1 -$9.59M
2 -$6.86M
3 -$2.92M
4
BlackRock
BlackRock
New York
-$2.22M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$815K
Name Holding Trade Value Shares
Change
Change in
Stake
51
$739K
52
$734K
53
$699K
54
$690K
55
$690K
56
$687K
57
$667K
58
$617K
59
$613K
60
$607K
61
$578K
62
$572K
63
$562K
64
$557K
65
$542K
66
$530K
67
$530K
68
$485K
69
$437K
70
$435K
71
$410K
72
$401K
73
$387K
74
$380K
75
$376K