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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
101
$180K
102
$164K
103
$158K
104
$158K
105
$141K
106
$138K
107
$106K
108
$104K
109
$86K
110
$84K
111
$76K
112
$62K
113
$58K
114
$53K
115
$42K
116
$39K
117
$37.8K
118
$27K
119
$23K
120
$21K
121
$20K
122
$18K
123
$18K
124
$13K
125
$13K