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Univest Financial

209 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

6% more capital invested

Capital invested by funds: $722M → $766M (+$43.9M)

6% more funds holding

Funds holding: 198209 (+11)

2.16% more ownership

Funds ownership: 77.46%79.62% (+2.2%)

86% less call options, than puts

Call options by funds: $236K | Put options by funds: $1.67M

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
78
Reduced
54
Closed
16
Calls
$236K
Puts
$1.67M
Net Calls
-$1.43M
Net Calls Change
-$1.43M

UVSP Hedge Fund Activity: Q1 2026 in Review

209 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2026, worth a combined $766M — up 6.1% from $722M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UVSP positions and 16 closed out — a net gain of 16 holders — while 78 added to existing stakes and 54 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $8.7M. The largest seller was Fidelity Investments, cutting an estimated $22M.

  • 209 institutional investors held Univest Financial (UVSP) as of Q1 2026, up from 198 in Q4 2025.
  • Funds reported $766M of Univest Financial stock for Q1 2026, up 6.1% quarter-over-quarter.
  • 32 funds opened new Univest Financial positions in Q1 2026 and 16 closed out, a net change of +16 holders.
  • The largest Univest Financial buyer in Q1 2026 was Assenagon Asset Management, an estimated $8.7M added.
  • The largest Univest Financial seller in Q1 2026 was Fidelity Investments, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2026.