Univest Financial
UVSP
138 hedge funds and large institutions have $550M invested in Univest Financial in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 13 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 45
0% more funds holding
Funds holding: 138 → 138 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
0.54% less ownership
Funds ownership: 71.52% → 70.98% (-0.54%)
8% less capital invested
Capital invested by funds: $599M → $550M (-$49.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$2.24M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$2.21M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.08M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.61M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$5.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.83M |
| 3 |
BlackRock
New York
|
-$2.1M |
| 4 |
Renaissance Technologies
New York
|
-$1.76M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$1.24M |
UVSP Hedge Fund Activity: Q2 2021 in Review
138 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2021, worth a combined $550M — down 8.2% from $599M a quarter earlier.
Fund positioning in UVSP was balanced in Q2 2021: 13 funds opened new positions, 13 closed out, 50 added to existing stakes and 45 trimmed.
The largest buyer was State Street, adding an estimated $2.24M. The largest seller was Pzena Investment Management, cutting an estimated $5.8M.
- 138 institutional investors held Univest Financial (UVSP) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $550M of Univest Financial stock for Q2 2021, down 8.2% quarter-over-quarter.
- 13 funds opened new Univest Financial positions in Q2 2021 and 13 closed out, a net change of 0 holders.
- The largest Univest Financial buyer in Q2 2021 was State Street, an estimated $2.24M added.
- The largest Univest Financial seller in Q2 2021 was Pzena Investment Management, an estimated $5.8M sold.
Based on aggregated 13F filings for Q2 2021.