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Univest Financial
UVSP

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

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.68% less ownership

Funds ownership: 75.84% → 74.16% (-1.7%)

2% less funds holding

Funds holding: 141 → 138 (-3)

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
-3
Holders Change %
-2.13%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
49
Reduced
44
Closed
17
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$48K

Top Buyers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
+$4.26M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.59M
3
American Century Companies
American Century Companies
Missouri
+$1.56M
4
RA
Royce & Associates
New York
+$1.41M
5
Invesco
Invesco
Georgia
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$9.59M
2
Morgan Stanley
Morgan Stanley
New York
-$6.7M
3
Pzena Investment Management
Pzena Investment Management
New York
-$2.84M
4
BlackRock
BlackRock
New York
-$2.17M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$795K
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
51
KeyBank National Association
Ohio
$739K -$914 -45 -0.1%
CSS
52
Cubist Systematic Strategies
Connecticut
$734K +$368K +18,121 +106%
Legal & General Group
53
Legal & General Group
United Kingdom
$699K – – –
LPL Financial
54
LPL Financial
California
$690K +$2.42K +119 +0.4%
BBA
55
BLB&B Advisors
Pennsylvania
$690K +$20 +1 +0%
Creative Planning
56
Creative Planning
Kansas
$687K +$33K +1,624 +5%
WCM
57
Wedge Capital Management
North Carolina
$667K +$172K +8,449 +36%
SAM
58
Smartleaf Asset Management
Massachusetts
$617K +$58.1K +2,859 +11%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$613K -$32K -1,576 -5%
UBS AM
60
UBS AM
Illinois
$607K – – –
SO
61
STRS Ohio
Ohio
$578K -$36.6K -1,800 -6%
CS
62
Credit Suisse
Switzerland
$572K – – –
GP
63
Girard Partners
Pennsylvania
$562K +$203 +10 +0%
Rafferty Asset Management
64
Rafferty Asset Management
New York
$557K +$26.1K +1,287 +5%
AllianceBernstein
65
AllianceBernstein
Tennessee
$542K – – –
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$530K +$454K +22,336 New
Citigroup
67
Citigroup
New York
$530K +$14.6K +720 +3%
HF
68
HRT Financial
New York
$485K -$142K -6,995 -23%
LSV Asset Management
69
LSV Asset Management
Illinois
$437K – – –
Franklin Resources
70
Franklin Resources
California
$435K +$424K +20,889 New
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$410K +$38.8K +1,909 +11%
EFG
72
Everhart Financial Group
Ohio
$401K +$162K +7,973 +71%
Truist Financial
73
Truist Financial
North Carolina
$387K +$377K +18,576 New
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$380K -$185K -9,088 -33%
NYLIM
75
New York Life Investment Management
New York
$376K +$69.1K +3,403 +23%
1 2
3
4 5

UVSP Hedge Fund Activity: Q1 2024 in Review

138 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2024, worth a combined $456M — down 7.5% from $493M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UVSP and 14 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 49 added.

The largest buyer was Endeavour Capital Advisors, adding an estimated $4.26M. The largest seller was Boston Partners, exiting entirely with an estimated $9.59M sold.

  • 138 institutional investors held Univest Financial (UVSP) as of Q1 2024, down from 141 in Q4 2023.
  • Funds reported $456M of Univest Financial stock for Q1 2024, down 7.5% quarter-over-quarter.
  • 14 funds opened new Univest Financial positions in Q1 2024 and 17 closed out, a net change of -3 holders.
  • The largest Univest Financial buyer in Q1 2024 was Endeavour Capital Advisors, an estimated $4.26M added.
  • The largest Univest Financial seller in Q1 2024 was Boston Partners, an estimated $9.59M sold.

Based on aggregated 13F filings for Q1 2024.