Univest Financial
UVSP
134 hedge funds and large institutions have $376M invested in Univest Financial in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 11 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 41
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.06% less ownership
Funds ownership: 73.44% → 73.38% (-0.06%)
4% less capital invested
Capital invested by funds: $391M → $376M (-$15.4M)
3% less funds holding
Funds holding: 138 → 134 (-4)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.95M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.4M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.51M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.46M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$6.06M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.33M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.4M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.3M |
UVSP Hedge Fund Activity: Q3 2023 in Review
134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2023, worth a combined $376M — down 3.9% from $391M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of UVSP and 9 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 61 added.
The largest buyer was AQR Capital Management, adding an estimated $3.95M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $6.06M.
- 134 institutional investors held Univest Financial (UVSP) as of Q3 2023, down from 138 in Q2 2023.
- Funds reported $376M of Univest Financial stock for Q3 2023, down 3.9% quarter-over-quarter.
- 9 funds opened new Univest Financial positions in Q3 2023 and 11 closed out, a net change of -2 holders.
- The largest Univest Financial buyer in Q3 2023 was AQR Capital Management, an estimated $3.95M added.
- The largest Univest Financial seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $6.06M sold.
Based on aggregated 13F filings for Q3 2023.