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Univest Financial

138 hedge funds and large institutions have $391M invested in Univest Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 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:

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

24% less capital invested

Capital invested by funds: $516M → $391M (-$125M)

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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$191K
102
$191K
103
$189K
104
$182K
105
$181K
106
$174K
107
$139K
108
$138K
109
$127K
110
$112K
111
$63.5K
112
$61.4K
113
$60K
114
$56K
115
$51K
116
$48K
117
$46K
118
$40.9K
119
$38.9K
120
$28.7K
121
$27.1K
122
$26.9K
123
$26K
124
$21K
125
$18.1K