Univest Financial
UVSP
127 hedge funds and large institutions have $328M invested in Univest Financial in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 26 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 46
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.2% less ownership
Funds ownership: 68.69% → 68.49% (-0.2%)
14% less funds holding
Funds holding: 148 → 127 (-21)
40% less capital invested
Capital invested by funds: $543M → $328M (-$215M)
73% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$33.7M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$2.61M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$1.64M |
| 4 |
JP Morgan Chase
New York
|
+$954K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UF
Univest Financial
Souderton,
Pennsylvania
|
-$4.38M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.32M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.84M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.62M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$2.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Lazard Asset Management
New York
| – | -$18K | -694 | Closed |
|
|
AIM
152
Aigen Investment Management
New York
| – | -$15K | -543 | Closed |
|
|
FIA
153
FNY Investment Advisers
New York
| – | -$7K | -273 | Closed |
|
|
CAW
154
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$1K | -24 | Closed |
|
UVSP Hedge Fund Activity: Q1 2020 in Review
127 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2020, worth a combined $328M — down 40% from $543M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of UVSP and 7 opened new positions — a net loss of 19 holders — while 46 trimmed existing stakes and 49 added.
The largest buyer was Pzena Investment Management, opening a new position worth an estimated $33.7M. The largest seller was Univest Financial, cutting an estimated $4.38M.
- 127 institutional investors held Univest Financial (UVSP) as of Q1 2020, down from 148 in Q4 2019.
- Funds reported $328M of Univest Financial stock for Q1 2020, down 40% quarter-over-quarter.
- 7 funds opened new Univest Financial positions in Q1 2020 and 26 closed out, a net change of -19 holders.
- The largest Univest Financial buyer in Q1 2020 was Pzena Investment Management, an estimated $33.7M added.
- The largest Univest Financial seller in Q1 2020 was Univest Financial, an estimated $4.38M sold.
Based on aggregated 13F filings for Q1 2020.