Univest Financial
UVSP
125 hedge funds and large institutions have $423M invested in Univest Financial in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 11 closing their positions.
46% more capital invested
Capital invested by funds: $290M → $423M (+$134M)
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
2% more funds holding
Funds holding: 123 → 125 (+2)
1.34% more ownership
Funds ownership: 68.89% → 70.23% (+1.3%)
22% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 45
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$6.44M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.41M |
| 3 |
Pzena Investment Management
New York
|
+$2.1M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.58M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.85M |
| 2 |
Renaissance Technologies
New York
|
-$1.6M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$938K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$793K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$668K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
126
American International Group
New York
| $344 | -$8.61K | -480 | -3% |
|
|
KCM
127
Kennedy Capital Management
St Louis,
Missouri
| – | -$2.85M | -198,371 | Closed |
|
|
ECM
128
ExodusPoint Capital Management
New York
| – | -$308K | -21,459 | Closed |
|
|
BWP
129
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| – | -$290K | -20,210 | Closed |
|
|
HF
130
HRT Financial
New York
| – | -$245K | -17,069 | Closed |
|
131
Russell Investments Group
London,
United Kingdom
| – | -$183K | -12,768 | Closed |
|
|
GCP
132
GSA Capital Partners
London,
United Kingdom
| – | -$176K | -12,247 | Closed |
|
|
CSPIA
133
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$164K | -11,438 | Closed |
|
|
WCM
134
Weld Capital Management
New York
| – | -$150K | -10,469 | Closed |
|
|
OSAM
135
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$49K | -3,411 | Closed |
|
136
Group One Trading
Chicago,
Illinois
| – | -$16K | -1,100 | Closed |
|
|
FHA
137
First Horizon Advisors
Memphis,
Tennessee
| – | -$1K | -80 | Closed |
|
UVSP Hedge Fund Activity: Q4 2020 in Review
125 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2020, worth a combined $423M — up 46% from $290M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new UVSP positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 45 trimmed.
The largest buyer was FJ Capital Management, adding an estimated $6.44M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $2.85M sold.
- 125 institutional investors held Univest Financial (UVSP) as of Q4 2020, up from 123 in Q3 2020.
- Funds reported $423M of Univest Financial stock for Q4 2020, up 46% quarter-over-quarter.
- 14 funds opened new Univest Financial positions in Q4 2020 and 11 closed out, a net change of +3 holders.
- The largest Univest Financial buyer in Q4 2020 was FJ Capital Management, an estimated $6.44M added.
- The largest Univest Financial seller in Q4 2020 was Kennedy Capital Management, an estimated $2.85M sold.
Based on aggregated 13F filings for Q4 2020.