Univest Financial
UVSP
137 hedge funds and large institutions have $599M invested in Univest Financial in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 54 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
41% more capital invested
Capital invested by funds: $423M → $599M (+$176M)
10% more funds holding
Funds holding: 125 → 137 (+12)
1.29% more ownership
Funds ownership: 70.23% → 71.52% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$16M |
| 2 |
BlackRock
New York
|
+$5.07M |
| 3 |
State Street
Boston,
Massachusetts
|
+$2.73M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$2.6M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$6.28M |
| 2 |
Renaissance Technologies
New York
|
-$3.43M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$2.58M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.61M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.32M |
UVSP Hedge Fund Activity: Q1 2021 in Review
137 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2021, worth a combined $599M — up 41% from $423M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new UVSP positions and 5 closed out — a net gain of 14 holders — while 42 added to existing stakes and 54 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $16M. The largest seller was Endeavour Capital Advisors, cutting an estimated $6.28M.
- 137 institutional investors held Univest Financial (UVSP) as of Q1 2021, up from 125 in Q4 2020.
- Funds reported $599M of Univest Financial stock for Q1 2021, up 41% quarter-over-quarter.
- 19 funds opened new Univest Financial positions in Q1 2021 and 5 closed out, a net change of +14 holders.
- The largest Univest Financial buyer in Q1 2021 was Fidelity Investments, an estimated $16M added.
- The largest Univest Financial seller in Q1 2021 was Endeavour Capital Advisors, an estimated $6.28M sold.
Based on aggregated 13F filings for Q1 2021.