Univest Financial
UVSP
136 hedge funds and large institutions have $505M invested in Univest Financial in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 13 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 42
2% more capital invested
Capital invested by funds: $496M → $505M (+$8.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 141 → 136 (-5)
5.98% less ownership
Funds ownership: 72.02% → 66.03% (-6%)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$11.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.45M |
| 3 |
BlackRock
New York
|
+$5.43M |
| 4 |
Millennium Management
New York
|
+$3.09M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$14.3M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$4.16M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.8M |
| 4 |
JAM
Jacobs Asset Management
New York
|
-$2.29M |
| 5 |
Pzena Investment Management
New York
|
-$1.49M |
UVSP Hedge Fund Activity: Q4 2022 in Review
136 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2022, worth a combined $505M — up 1.7% from $496M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of UVSP and 9 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 55 added.
The largest buyer was Boston Partners, opening a new position worth an estimated $11.8M. The largest seller was FJ Capital Management, exiting entirely with an estimated $14.3M sold.
- 136 institutional investors held Univest Financial (UVSP) as of Q4 2022, down from 141 in Q3 2022.
- Funds reported $505M of Univest Financial stock for Q4 2022, up 1.7% quarter-over-quarter.
- 9 funds opened new Univest Financial positions in Q4 2022 and 13 closed out, a net change of -4 holders.
- The largest Univest Financial buyer in Q4 2022 was Boston Partners, an estimated $11.8M added.
- The largest Univest Financial seller in Q4 2022 was FJ Capital Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2022.