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Univest Financial

138 hedge funds and large institutions have $391M invested in Univest Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

24% less capital invested

Capital invested by funds: $516M → $391M (-$125M)

Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$61.9M
2
$43.9M
3
$38M
4
$28.2M
5
$27.8M
6
$25.8M
7
$15.6M
8
$12.6M
9
$10.7M
10
$9.4M
11
$8.02M
12
$7.84M
13
$6.48M
14
$5.17M
15
$4.87M
16
$4.18M
17
$4.05M
18
$3.95M
19
$3.95M
20
$3.84M
21
$3.61M
22
$3.51M
23
$2.98M
24
$2.74M
25
$2.37M