Univest Financial
UVSP
127 hedge funds and large institutions have $327M invested in Univest Financial in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 26 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 47
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.48% less ownership
Funds ownership: 68.69% → 68.2% (-0.48%)
14% less funds holding
Funds holding: 148 → 127 (-21)
40% less capital invested
Capital invested by funds: $543M → $327M (-$216M)
73% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$33.7M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$2.61M |
| 3 |
JP Morgan Chase
New York
|
+$954K |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$715K |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$685K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UF
Univest Financial
Souderton,
Pennsylvania
|
-$4.38M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.32M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$2.84M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.62M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$2.62M |
UVSP Hedge Fund Activity: Q1 2020 in Review
127 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2020, worth a combined $327M — down 40% from $543M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of UVSP and 7 opened new positions — a net loss of 19 holders — while 47 trimmed existing stakes and 48 added.
The largest buyer was Pzena Investment Management, opening a new position worth an estimated $33.7M. The largest seller was Univest Financial, cutting an estimated $4.38M.
- 127 institutional investors held Univest Financial (UVSP) as of Q1 2020, down from 148 in Q4 2019.
- Funds reported $327M of Univest Financial stock for Q1 2020, down 40% quarter-over-quarter.
- 7 funds opened new Univest Financial positions in Q1 2020 and 26 closed out, a net change of -19 holders.
- The largest Univest Financial buyer in Q1 2020 was Pzena Investment Management, an estimated $33.7M added.
- The largest Univest Financial seller in Q1 2020 was Univest Financial, an estimated $4.38M sold.
Based on aggregated 13F filings for Q1 2020.