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Univest Financial

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
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
$4K
Net Calls
Net Calls Change

Top Buyers

1 +$4.37M
2 +$2.66M
3 +$1.6M
4
RA
Royce & Associates
New York
+$1.45M
5
Invesco
Invesco
Georgia
+$1.07M

Top Sellers

1 -$9.59M
2 -$6.86M
3 -$2.92M
4
BlackRock
BlackRock
New York
-$2.22M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$815K
Name Holding Trade Value Shares
Change
Change in
Stake
76
$366K
77
$352K
78
$349K
79
$344K
80
$338K
81
$320K
82
$313K
83
$309K
84
$305K
85
$301K
86
$298K
87
$295K
88
$291K
89
$279K
90
$277K
91
$274K
92
$269K
93
$260K
94
$252K
95
$251K
96
$250K
97
$228K
98
$218K
99
$213K
100
$206K