Univest Financial
UVSP
173 hedge funds and large institutions have $668M invested in Univest Financial in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 9 closing their positions.
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
28% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 47
11% more funds holding
Funds holding: 156 → 173 (+17)
7% more capital invested
Capital invested by funds: $627M → $668M (+$41.2M)
1.58% more ownership
Funds ownership: 76.35% → 77.93% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.76M |
| 2 |
State Street
Boston,
Massachusetts
|
+$2.55M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.26M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$2.12M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.35M |
| 2 |
RA
Royce & Associates
New York
|
-$1.81M |
| 3 |
Jane Street
New York
|
-$1.37M |
| 4 |
Pzena Investment Management
New York
|
-$1.21M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.05M |
UVSP Hedge Fund Activity: Q4 2024 in Review
173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2024, worth a combined $668M — up 6.6% from $627M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new UVSP positions and 9 closed out — a net gain of 18 holders — while 60 added to existing stakes and 47 trimmed.
The largest buyer was Ameriprise, adding an estimated $7.76M. The largest seller was Assenagon Asset Management, cutting an estimated $3.35M.
- 173 institutional investors held Univest Financial (UVSP) as of Q4 2024, up from 156 in Q3 2024.
- Funds reported $668M of Univest Financial stock for Q4 2024, up 6.6% quarter-over-quarter.
- 27 funds opened new Univest Financial positions in Q4 2024 and 9 closed out, a net change of +18 holders.
- The largest Univest Financial buyer in Q4 2024 was Ameriprise, an estimated $7.76M added.
- The largest Univest Financial seller in Q4 2024 was Assenagon Asset Management, an estimated $3.35M sold.
Based on aggregated 13F filings for Q4 2024.