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Univest Financial

140 hedge funds and large institutions have $496M invested in Univest Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

8% less capital invested

Capital invested by funds: $542M → $496M (-$45.7M)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
140
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
Net Calls
Net Calls Change

Top Sellers

1 -$3.39M
2 -$2.76M
3 -$1.33M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$376K
77
$372K
78
$361K
79
$353K
80
$344K
81
$325K
82
$301K
83
$298K
84
$294K
85
$293K
86
$293K
87
$287K
88
$285K
89
$282K
90
$276K
91
$265K
92
$264K
93
$262K
94
$252K
95
$240K
96
$225K
97
$224K
98
$218K
99
$217K
100
$203K