Univest Financial
UVSP
136 hedge funds and large institutions have $577M invested in Univest Financial in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 13 closing their positions.
5% more capital invested
Capital invested by funds: $549M → $577M (+$27.8M)
0.73% more ownership
Funds ownership: 70.95% → 71.68% (+0.73%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 45
1% less funds holding
Funds holding: 137 → 136 (-1)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$13.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.54M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$1.28M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.05M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$730K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.34M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$2.17M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.77M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.75M |
| 5 |
UF
Univest Financial
Souderton,
Pennsylvania
|
-$1.06M |
UVSP Hedge Fund Activity: Q3 2021 in Review
136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2021, worth a combined $577M — up 5.1% from $549M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of UVSP and 12 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 45 added.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $13.7M. The largest seller was Vanguard Group, cutting an estimated $2.34M.
- 136 institutional investors held Univest Financial (UVSP) as of Q3 2021, down from 137 in Q2 2021.
- Funds reported $577M of Univest Financial stock for Q3 2021, up 5.1% quarter-over-quarter.
- 12 funds opened new Univest Financial positions in Q3 2021 and 13 closed out, a net change of -1 holder.
- The largest Univest Financial buyer in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $13.7M added.
- The largest Univest Financial seller in Q3 2021 was Vanguard Group, an estimated $2.34M sold.
Based on aggregated 13F filings for Q3 2021.