Univest Financial
UVSP
140 hedge funds and large institutions have $496M invested in Univest Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
2% more funds holding
Funds holding: 137 → 140 (+3)
0.01% more ownership
Funds ownership: 72% → 72.02% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $542M → $496M (-$45.7M)
12% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jacobs Asset Management
New York
|
+$2.46M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.31M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.2M |
| 4 |
Millennium Management
New York
|
+$1.51M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$3.39M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.97M |
| 3 |
Renaissance Technologies
New York
|
-$1.43M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.15M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Rockefeller Capital Management
New York
| – | +$101 | +4 | New |
|
UVSP Hedge Fund Activity: Q3 2022 in Review
140 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2022, worth a combined $496M — down 8.4% from $542M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UVSP positions and 11 closed out — a net gain of 4 holders — while 44 added to existing stakes and 50 trimmed.
The largest buyer was Jacobs Asset Management, opening a new position worth an estimated $2.46M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $3.39M sold.
- 140 institutional investors held Univest Financial (UVSP) as of Q3 2022, up from 137 in Q2 2022.
- Funds reported $496M of Univest Financial stock for Q3 2022, down 8.4% quarter-over-quarter.
- 15 funds opened new Univest Financial positions in Q3 2022 and 11 closed out, a net change of +4 holders.
- The largest Univest Financial buyer in Q3 2022 was Jacobs Asset Management, an estimated $2.46M added.
- The largest Univest Financial seller in Q3 2022 was Maltese Capital Management, an estimated $3.39M sold.
Based on aggregated 13F filings for Q3 2022.