Univest Financial
UVSP
138 hedge funds and large institutions have $391M invested in Univest Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 42
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.89% less ownership
Funds ownership: 74.34% → 73.44% (-0.89%)
1% less funds holding
Funds holding: 140 → 138 (-2)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
24% less capital invested
Capital invested by funds: $516M → $391M (-$125M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.77M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.48M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.35M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.14M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$4.11M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.54M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.11M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.57M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
151
TCI Wealth Advisors
Tucson,
Arizona
| – | -$9.99K | -421 | Closed |
|
|
CAM
152
Costello Asset Management
Feasterville,
Pennsylvania
| – | -$5.93K | -250 | Closed |
|
|
MCM
153
Manchester Capital Management
Manchester,
Vermont
| – | -$1.54K | -65 | Closed |
|
|
IAIM
154
International Assets Investment Management
Orlando,
Florida
| – | -$1.23K | -52 | Closed |
|
|
FHA
155
First Horizon Advisors
Memphis,
Tennessee
| – | -$831 | -35 | Closed |
|
|
FFA
156
Farther Finance Advisors
San Francisco,
California
| – | -$570 | -24 | Closed |
|
157
Russell Investments Group
London,
United Kingdom
| – | -$332 | -14 | Closed |
|
UVSP Hedge Fund Activity: Q2 2023 in Review
138 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2023, worth a combined $391M — down 24% from $516M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of UVSP and 17 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 53 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $1.77M. The largest seller was Millennium Management, cutting an estimated $4.11M.
- 138 institutional investors held Univest Financial (UVSP) as of Q2 2023, down from 140 in Q1 2023.
- Funds reported $391M of Univest Financial stock for Q2 2023, down 24% quarter-over-quarter.
- 17 funds opened new Univest Financial positions in Q2 2023 and 19 closed out, a net change of -2 holders.
- The largest Univest Financial buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $1.77M added.
- The largest Univest Financial seller in Q2 2023 was Millennium Management, an estimated $4.11M sold.
Based on aggregated 13F filings for Q2 2023.