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Univest Financial
UVSP

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

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.68% less ownership

Funds ownership: 75.84% → 74.16% (-1.7%)

2% less funds holding

Funds holding: 141 → 138 (-3)

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
-3
Holders Change %
-2.13%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
49
Reduced
44
Closed
17
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$48K

Top Buyers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
+$4.26M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.59M
3
American Century Companies
American Century Companies
Missouri
+$1.56M
4
RA
Royce & Associates
New York
+$1.41M
5
Invesco
Invesco
Georgia
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$9.59M
2
Morgan Stanley
Morgan Stanley
New York
-$6.7M
3
Pzena Investment Management
Pzena Investment Management
New York
-$2.84M
4
BlackRock
BlackRock
New York
-$2.17M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$795K
Name Holding Trade Value Shares
Change 		Change in
Stake
KTA
76
Keeley-Teton Advisors
Illinois
$366K – – –
CCIA
77
Campbell & Co Investment Adviser
Maryland
$352K +$51.7K +2,546 +18%
First Manhattan
78
First Manhattan
New York
$349K -$20.4K -1,006 -6%
A
79
AlphaQuest
New York
$344K +$336K +16,534 New
IA
80
Insight Advisors
Pennsylvania
$338K – – –
TI
81
Trexquant Investment
Connecticut
$320K +$312K +15,376 New
MIM
82
MetLife Investment Management
New Jersey
$313K – – –
AF
83
Apexium Financial
Texas
$309K – – –
FHB
84
First Hawaiian Bank
Hawaii
$305K – – –
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$301K – – –
AIG
86
American International Group
New York
$298K -$2.5K -123 -0.9%
Tudor Investment Corp
87
Tudor Investment Corp
Connecticut
$295K -$175K -8,594 -38%
Citadel Advisors
88
Citadel Advisors
Florida
$291K -$78.5K -3,863 -22%
Millennium Management
89
Millennium Management
New York
$279K +$272K +13,409 New
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$277K +$41 +2 +0%
Deutsche Bank
91
Deutsche Bank
Germany
$274K +$8.96K +441 +3%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$269K -$284 -14 -0.1%
BWP
93
Bernardo Wealth Planning
Pennsylvania
$260K +$254K +12,493 New
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$252K +$5.42K +267 +2%
JF
95
Jump Financial
Illinois
$251K +$245K +12,076 New
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$250K – – –
VOYA Investment Management
97
VOYA Investment Management
Georgia
$228K -$49.9K -2,457 -18%
Wells Fargo
98
Wells Fargo
California
$218K -$42.2K -2,078 -17%
WA
99
WealthTrust Axiom
Pennsylvania
$213K – – –
SLG
100
Stanley-Laman Group
Pennsylvania
$206K – – –
2 3
4
5 6

UVSP Hedge Fund Activity: Q1 2024 in Review

138 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2024, worth a combined $456M — down 7.5% from $493M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UVSP and 14 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 49 added.

The largest buyer was Endeavour Capital Advisors, adding an estimated $4.26M. The largest seller was Boston Partners, exiting entirely with an estimated $9.59M sold.

  • 138 institutional investors held Univest Financial (UVSP) as of Q1 2024, down from 141 in Q4 2023.
  • Funds reported $456M of Univest Financial stock for Q1 2024, down 7.5% quarter-over-quarter.
  • 14 funds opened new Univest Financial positions in Q1 2024 and 17 closed out, a net change of -3 holders.
  • The largest Univest Financial buyer in Q1 2024 was Endeavour Capital Advisors, an estimated $4.26M added.
  • The largest Univest Financial seller in Q1 2024 was Boston Partners, an estimated $9.59M sold.

Based on aggregated 13F filings for Q1 2024.