Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Univest Financial Corporatio (UVSP)

204 + Investors. Track Smart Money conviction in UVSP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
8Q ▲
Buyers last Q
60%

Smart Money Signals — UVSP

Based on 205 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added UVSP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
205 hedge funds hold UVSP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

107 buying71 selling
Last quarter: 107 funds were net buyers (29 opened a brand new position + 78 added to an existing one). Only 71 were sellers (52 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 26 → 31 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 19% new
116 out of 205 hedge funds have held UVSP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

23 → 20 → 26 → 31 → 29 new funds/Q
New funds entering each quarter: 20 → 26 → 31 → 29. A growing number of institutions are discovering UVSP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 206 holders: 131 (64%) are 2+ year veterans, 27 entered 1–2 years ago, and 48 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
47 of 204 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in UVSP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UVSP

In 2026 Q1, 107 hedge funds were net buyers of UVSP (29 opened a new position, 78 added to an existing one), while 71 reduced or exited (52 trimmed, 19 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in UVSP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 205.

Hedge Fund Ownership: UVSP

How many hedge funds hold UVSP — quarterly history vs. share price
Quarterly hedge fund ownership of UVSP vs. share price

Market Analysis: UVSP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UVSP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Univest Financial Corporatio (UVSP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UVSP has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
UVSP
+21.0%
XLF
+9.5%

UVSP outperformed XLF by +11.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
UVSP
+10.2%
XLF
+5.8%

Since the filing became public, UVSP outperformed XLF by +4.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: UVSP
204 + Investors

Track Smart Money conviction in UVSP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 204 195 4.62%
13F Shares 22M 22M 1.16%
Total Value $759M $723M 4.93%
New Positions 28 31 -3
Increased Positions 78 61 +17
Closed Positions 19 18 +1
Reduced Positions 52 62 -10
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: UVSP

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

204 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UVSP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UVSP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Endeavour Capital Advisors Inc 1.08% 138,587 $4.7M
2 UNIVEST FINANCIAL Corp 0.97% 501,751 $17.2M
3 Leeward Investments, LLC - MA 0.56% 328,464 $11.3M
4 Integrated Quantitative Investments LLC 0.40% 64,630 $2.2M
5 IVC Wealth Advisors LLC 0.33% 21,937 $752K
6 nVerses Capital, LLC 0.21% 6,883 $236K
7 Bridgeway Capital Management, LLC 0.16% 230,901 $7.9M
8 Bernardo Wealth Planning LLC 0.16% 23,561 $807K
9 Everhart Financial Group, Inc. 0.14% 47,652 $1.6M
10 Compass Ion Advisors, LLC 0.12% 37,252 $1.3M
11 Campbell & CO Investment Adviser LLC 0.09% 48,083 $1.6M
12 Pzena Investment Management LLC 0.09% 842,425 $28.9M
13 Graves Light Lenhart Wealth, Inc. 0.09% 24,450 $838K
14 WealthTrust Axiom LLC 0.09% 10,227 $350K
15 Martingale Asset Management L P 0.08% 93,000 $3.2M
16 Logan Capital Management Inc 0.07% 48,600 $1.7M
17 Insight Advisors, LLC/ PA 0.07% 10,750 $368K
18 Bison Wealth, LLC 0.07% 18,665 $705K
19 Legato Capital Management LLC 0.07% 21,389 $733K
20 AlphaQuest LLC 0.06% 35,232 $1.2M
21 Aigen Investment Management, LP 0.06% 6,501 $223K
22 Battery Global Advisors, LLC 0.05% 2,623 $90K
23 Smartleaf Asset Management LLC 0.05% 38,000 $1.3M
24 Stanley-Laman Group, Ltd. 0.04% 9,884 $339K
25 Abacus Wealth Partners, LLC 0.04% 11,724 $402K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Univest Financial Corporatio (UVSP)

What does the Smart Money Trend signal show for UVSP?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added UVSP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UVSP?

More buyers than sellers — 60% buying: Last quarter: 107 funds were net buyers (29 opened a brand new position + 78 added to an existing one). Only 71 were sellers (52 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UVSP holders?

Elite ownership — 49% AUM from top-100 funds: 47 of 204 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in UVSP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UVSP?

57% of holders stayed for 2+ years: 116 out of 205 hedge funds have held UVSP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Univest Financial Corporatio (UVSP) following the 2026 Q1 hedge fund 13F filings?

As of today, UVSP has moved +10.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +4.4%. Since the quarter end (March 31, 2026), UVSP has gained +21.0% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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