Univest Financial
UVSP
137 hedge funds and large institutions have $542M invested in Univest Financial in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.69% less ownership
Funds ownership: 72.69% → 72% (-0.69%)
6% less capital invested
Capital invested by funds: $575M → $542M (-$32.6M)
7% less funds holding
Funds holding: 147 → 137 (-10)
16% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 55
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.26M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.46M |
| 3 |
MCM
Maltese Capital Management
New York
|
+$3.42M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.94M |
| 5 |
BlackRock
New York
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$4.52M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.26M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.58M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.29M |
| 5 |
Renaissance Technologies
New York
|
-$1.18M |
UVSP Hedge Fund Activity: Q2 2022 in Review
137 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2022, worth a combined $542M — down 5.7% from $575M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of UVSP and 7 opened new positions — a net loss of 7 holders — while 55 trimmed existing stakes and 46 added.
The largest buyer was Morgan Stanley, adding an estimated $6.26M. The largest seller was State of Wisconsin Investment Board, exiting entirely with an estimated $4.52M sold.
- 137 institutional investors held Univest Financial (UVSP) as of Q2 2022, down from 147 in Q1 2022.
- Funds reported $542M of Univest Financial stock for Q2 2022, down 5.7% quarter-over-quarter.
- 7 funds opened new Univest Financial positions in Q2 2022 and 14 closed out, a net change of -7 holders.
- The largest Univest Financial buyer in Q2 2022 was Morgan Stanley, an estimated $6.26M added.
- The largest Univest Financial seller in Q2 2022 was State of Wisconsin Investment Board, an estimated $4.52M sold.
Based on aggregated 13F filings for Q2 2022.