Univest Financial
UVSP
147 hedge funds and large institutions have $575M invested in Univest Financial in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
16% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 45
4% more funds holding
Funds holding: 142 → 147 (+5)
0.35% more ownership
Funds ownership: 72.35% → 72.69% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $598M → $575M (-$23.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.4M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$2.08M |
| 3 |
Millennium Management
New York
|
+$1.87M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.37M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17.8M |
| 2 |
PP
Prospector Partners
Guilford,
Connecticut
|
-$4.21M |
| 3 |
BlackRock
New York
|
-$2.57M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.35M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
151
ALPS Advisors
Denver,
Colorado
| – | -$424K | -14,155 | Closed |
|
|
CCIA
152
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$341K | -11,399 | Closed |
|
|
OC
153
Oppenheimer & Co
New York
| – | -$243K | -8,131 | Closed |
|
154
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$239K | -8,000 | Closed |
|
|
TA
155
Teton Advisors
Rye,
New York
| – | -$230K | -7,700 | Closed |
|
156
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$220K | -7,355 | Closed |
|
|
TCOV
157
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$210K | -7,004 | Closed |
|
158
SG Americas Securities
New York
| – | -$131K | -4,364 | Closed |
|
159
Lazard Asset Management
New York
| – | -$27K | -917 | Closed |
|
UVSP Hedge Fund Activity: Q1 2022 in Review
147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2022, worth a combined $575M — down 3.9% from $598M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new UVSP positions and 13 closed out — a net gain of 6 holders — while 52 added to existing stakes and 45 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $6.4M. The largest seller was Royal Bank of Canada, cutting an estimated $17.8M.
- 147 institutional investors held Univest Financial (UVSP) as of Q1 2022, up from 142 in Q4 2021.
- Funds reported $575M of Univest Financial stock for Q1 2022, down 3.9% quarter-over-quarter.
- 19 funds opened new Univest Financial positions in Q1 2022 and 13 closed out, a net change of +6 holders.
- The largest Univest Financial buyer in Q1 2022 was Fidelity Investments, an estimated $6.4M added.
- The largest Univest Financial seller in Q1 2022 was Royal Bank of Canada, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2022.