Univest Financial
UVSP
138 hedge funds and large institutions have $456M invested in Univest Financial in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.68% less ownership
Funds ownership: 75.84% → 74.16% (-1.7%)
2% less funds holding
Funds holding: 141 → 138 (-3)
7% less capital invested
Capital invested by funds: $493M → $456M (-$36.9M)
18% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 17
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$4.26M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.59M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.56M |
| 4 |
RA
Royce & Associates
New York
|
+$1.41M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$9.59M |
| 2 |
Morgan Stanley
New York
|
-$6.7M |
| 3 |
Pzena Investment Management
New York
|
-$2.84M |
| 4 |
BlackRock
New York
|
-$2.17M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$795K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
151
Aquatic Capital Management
Chicago,
Illinois
| – | -$99K | -4,500 | Closed |
|
|
PMEF
152
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$72.6K | -3,297 | Closed |
|
|
HNB
153
Huntington National Bank
Columbus,
Ohio
| – | -$1.23K | -56 | Closed |
|
|
SWM
154
Spire Wealth Management
Mclean,
Virginia
| – | -$548 | -27 | Closed |
|
155
Simplex Trading
Chicago,
Illinois
| – | +$528 | +26 | New |
|
UVSP Hedge Fund Activity: Q1 2024 in Review
138 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2024, worth a combined $456M — down 7.5% from $493M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of UVSP and 14 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 49 added.
The largest buyer was Endeavour Capital Advisors, adding an estimated $4.26M. The largest seller was Boston Partners, exiting entirely with an estimated $9.59M sold.
- 138 institutional investors held Univest Financial (UVSP) as of Q1 2024, down from 141 in Q4 2023.
- Funds reported $456M of Univest Financial stock for Q1 2024, down 7.5% quarter-over-quarter.
- 14 funds opened new Univest Financial positions in Q1 2024 and 17 closed out, a net change of -3 holders.
- The largest Univest Financial buyer in Q1 2024 was Endeavour Capital Advisors, an estimated $4.26M added.
- The largest Univest Financial seller in Q1 2024 was Boston Partners, an estimated $9.59M sold.
Based on aggregated 13F filings for Q1 2024.