Univest Financial
UVSP
131 hedge funds and large institutions have $330M invested in Univest Financial in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
19% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 42
3% more funds holding
Funds holding: 127 → 131 (+4)
1.61% more ownership
Funds ownership: 68.49% → 70.09% (+1.6%)
0% more capital invested
Capital invested by funds: $328M → $330M (+$1.59M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$2.66M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$1.73M |
| 3 |
BlackRock
New York
|
+$1.36M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$893K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$3.59M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$1.41M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.27M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$811K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$612K |
UVSP Hedge Fund Activity: Q2 2020 in Review
131 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2020, worth a combined $330M — up 0.49% from $328M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new UVSP positions and 8 closed out — a net gain of 5 holders — while 50 added to existing stakes and 42 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $2.66M. The largest seller was Impax Asset Management Group, cutting an estimated $3.59M.
- 131 institutional investors held Univest Financial (UVSP) as of Q2 2020, up from 127 in Q1 2020.
- Funds reported $330M of Univest Financial stock for Q2 2020, up 0.49% quarter-over-quarter.
- 13 funds opened new Univest Financial positions in Q2 2020 and 8 closed out, a net change of +5 holders.
- The largest Univest Financial buyer in Q2 2020 was Pzena Investment Management, an estimated $2.66M added.
- The largest Univest Financial seller in Q2 2020 was Impax Asset Management Group, an estimated $3.59M sold.
Based on aggregated 13F filings for Q2 2020.