Univest Financial
UVSP
143 hedge funds and large institutions have $637M invested in Univest Financial in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $577M → $637M (+$59.7M)
4% more funds holding
Funds holding: 137 → 143 (+6)
9% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 47
0.66% more ownership
Funds ownership: 71.68% → 72.35% (+0.66%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$4.06M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.17M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.16M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.78M |
| 5 |
BlackRock
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.69M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6.45M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.31M |
| 4 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$2.07M |
| 5 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$976K |
UVSP Hedge Fund Activity: Q4 2021 in Review
143 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2021, worth a combined $637M — up 10% from $577M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new UVSP positions and 7 closed out — a net gain of 7 holders — while 51 added to existing stakes and 47 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $4.06M. The largest seller was Wells Fargo, cutting an estimated $7.69M.
- 143 institutional investors held Univest Financial (UVSP) as of Q4 2021, up from 137 in Q3 2021.
- Funds reported $637M of Univest Financial stock for Q4 2021, up 10% quarter-over-quarter.
- 14 funds opened new Univest Financial positions in Q4 2021 and 7 closed out, a net change of +7 holders.
- The largest Univest Financial buyer in Q4 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $4.06M added.
- The largest Univest Financial seller in Q4 2021 was Wells Fargo, an estimated $7.69M sold.
Based on aggregated 13F filings for Q4 2021.