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Univest Financial

138 hedge funds and large institutions have $456M invested in Univest Financial in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 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:

7% less capital invested

Capital invested by funds: $493M → $456M (-$36.9M)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

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
$4K
Net Calls
Net Calls Change

Top Buyers

1 +$4.37M
2 +$2.66M
3 +$1.6M
4
RA
Royce & Associates
New York
+$1.45M
5
Invesco
Invesco
Georgia
+$1.07M

Top Sellers

1 -$9.59M
2 -$6.86M
3 -$2.92M
4
BlackRock
BlackRock
New York
-$2.22M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$815K
Name Holding Trade Value Shares
Change
Change in
Stake
126
$2.62K
127
$2.58K
128
$2.52K
129
$1.85K
130
$1.56K
131
$1K
132
$791
133
$625
134
$291
135
$265
136
$166
137
$104
138
139
140
141
142
143
144
145
146
147
148
149
150