Univest Financial
UVSP
140 hedge funds and large institutions have $516M invested in Univest Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 10 closing their positions.
217% more call options, than puts
Call options by funds: $38K | Put options by funds: $12K
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
3% more funds holding
Funds holding: 136 → 140 (+4)
2% more capital invested
Capital invested by funds: $505M → $516M (+$11.5M)
0.83% more ownership
Funds ownership: 73.5% → 74.34% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.77M |
| 2 |
JP Morgan Chase
New York
|
+$2.42M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.04M |
| 4 |
Millennium Management
New York
|
+$1.75M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$9.6M |
| 2 |
Pzena Investment Management
New York
|
-$2.12M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$1.92M |
| 4 |
Renaissance Technologies
New York
|
-$876K |
| 5 |
Two Sigma Investments
New York
|
-$709K |
UVSP Hedge Fund Activity: Q1 2023 in Review
140 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2023, worth a combined $516M — up 2.3% from $505M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UVSP positions and 10 closed out — a net gain of 5 holders — while 49 added to existing stakes and 52 trimmed.
The largest buyer was BlackRock, adding an estimated $6.77M. The largest seller was Endeavour Capital Advisors, cutting an estimated $9.6M.
- 140 institutional investors held Univest Financial (UVSP) as of Q1 2023, up from 136 in Q4 2022.
- Funds reported $516M of Univest Financial stock for Q1 2023, up 2.3% quarter-over-quarter.
- 15 funds opened new Univest Financial positions in Q1 2023 and 10 closed out, a net change of +5 holders.
- The largest Univest Financial buyer in Q1 2023 was BlackRock, an estimated $6.77M added.
- The largest Univest Financial seller in Q1 2023 was Endeavour Capital Advisors, an estimated $9.6M sold.
Based on aggregated 13F filings for Q1 2023.