Univest Financial
UVSP
139 hedge funds and large institutions have $495M invested in Univest Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 15 closing their positions.
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
9% more capital invested
Capital invested by funds: $456M → $495M (+$39.3M)
1% more funds holding
Funds holding: 138 → 139 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more ownership
Funds ownership: 74.16% → 74.16% (+0%)
0% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 47
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$1.77M |
| 2 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$952K |
| 3 |
Millennium Management
New York
|
+$873K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$671K |
| 5 |
Jane Street
New York
|
+$586K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.45M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.16M |
| 3 |
Pzena Investment Management
New York
|
-$1.07M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$1.02M |
| 5 |
JP Morgan Chase
New York
|
-$672K |
UVSP Hedge Fund Activity: Q2 2024 in Review
139 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2024, worth a combined $495M — up 8.6% from $456M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new UVSP positions and 15 closed out — a net gain of 3 holders — while 47 added to existing stakes and 47 trimmed.
The largest buyer was American Century Companies, adding an estimated $1.77M. The largest seller was Nuveen, cutting an estimated $1.45M.
- 139 institutional investors held Univest Financial (UVSP) as of Q2 2024, up from 138 in Q1 2024.
- Funds reported $495M of Univest Financial stock for Q2 2024, up 8.6% quarter-over-quarter.
- 18 funds opened new Univest Financial positions in Q2 2024 and 15 closed out, a net change of +3 holders.
- The largest Univest Financial buyer in Q2 2024 was American Century Companies, an estimated $1.77M added.
- The largest Univest Financial seller in Q2 2024 was Nuveen, an estimated $1.45M sold.
Based on aggregated 13F filings for Q2 2024.