Univest Financial
UVSP
141 hedge funds and large institutions have $493M invested in Univest Financial in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
31% more capital invested
Capital invested by funds: $376M → $493M (+$117M)
16% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 45
5% more funds holding
Funds holding: 134 → 141 (+7)
2.46% more ownership
Funds ownership: 73.38% → 75.84% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.63M |
| 2 |
RA
Royce & Associates
New York
|
+$3.89M |
| 3 |
BlackRock
New York
|
+$2.19M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.84M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UF
Univest Financial
Souderton,
Pennsylvania
|
-$1.56M |
| 2 |
Pzena Investment Management
New York
|
-$1.45M |
| 3 |
JP Morgan Chase
New York
|
-$1.4M |
| 4 |
Millennium Management
New York
|
-$1.31M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Osaic Holdings
Scottsdale,
Arizona
| – | -$24.3K | -1,400 | Closed |
|
152
Lazard Asset Management
New York
| – | -$20K | -1,201 | Closed |
|
UVSP Hedge Fund Activity: Q4 2023 in Review
141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2023, worth a combined $493M — up 31% from $376M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new UVSP positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.63M. The largest seller was Univest Financial, cutting an estimated $1.56M.
- 141 institutional investors held Univest Financial (UVSP) as of Q4 2023, up from 134 in Q3 2023.
- Funds reported $493M of Univest Financial stock for Q4 2023, up 31% quarter-over-quarter.
- 18 funds opened new Univest Financial positions in Q4 2023 and 11 closed out, a net change of +7 holders.
- The largest Univest Financial buyer in Q4 2023 was Morgan Stanley, an estimated $6.63M added.
- The largest Univest Financial seller in Q4 2023 was Univest Financial, an estimated $1.56M sold.
Based on aggregated 13F filings for Q4 2023.