Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNIVEST FINANCIAL CORPORATIO (UVSP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
7Q ▲
Buyers last Q
54%

Smart Money Signals — UVSP

Based on 186 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
186 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
+24 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.
🟡

Slight buying edge — 54% buying

91 buying78 selling
Last quarter: 91 funds bought or added vs 78 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new UVSP position: 20 → 20 → 25 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 21% medium 18% new
114 out of 186 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

22 → 20 → 20 → 25 → 31 new funds/Q
New funds entering each quarter: 20 → 20 → 25 → 31. A growing number of institutions are discovering UVSP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 9% 1-2yr 24% new
Of 186 current holders: 125 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
33 of 186 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: UVSP
2026 Q1 Stats Unlock in 19 days 186 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 186 173 7.51%
13F Shares 22M 22M -0.37%
Total Value $721M $663M 8.65%
New Positions 31 25 +6
Increased Positions 60 62 -2
Closed Positions 18 23 -5
Reduced Positions 60 45 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UVSP

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Financial Highlights

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Institutional Holders (2026 Q1)

186 + investors

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

Top 25 institutional holders of UVSP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 UNIVEST FINANCIAL Corp 0.97% 501,751 $17.2M
2 Leeward Investments, LLC - MA 0.56% 328,464 $11.3M
3 IVC Wealth Advisors LLC 0.33% 21,937 $752K
4 Bernardo Wealth Planning LLC 0.16% 23,561 $807K
5 Everhart Financial Group, Inc. 0.14% 47,652 $1.6M
6 Compass Ion Advisors, LLC 0.12% 37,252 $1.3M
7 PZENA INVESTMENT MANAGEMENT LLC 0.09% 842,425 $28.9M
8 Graves Light Lenhart Wealth, Inc. 0.09% 24,450 $838K
9 AlphaQuest LLC 0.06% 35,232 $1.2M
10 Stanley-Laman Group, Ltd. 0.04% 9,884 $339K
11 Abacus Wealth Partners, LLC 0.04% 11,724 $402K
12 Hendershot Investments Inc. 0.04% 7,679 $263K
13 BLB&B Advisors, LLC 0.03% 23,917 $819K
14 Ullmann Wealth Partners Group, LLC 0.03% 8,016 $275K
15 Y-Intercept (Hong Kong) Ltd 0.03% 42,099 $1.4M
16 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% 26,672 $914K
17 Assenagon Asset Management S.A. 0.01% 257,403 $8.8M
18 WPG Advisers, LLC 0.01% 467 $16K
19 CARY STREET PARTNERS FINANCIAL LLC 0.01% 11,988 $411K
20 Sterling Capital Management LLC 0.01% 10,941 $375K
21 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% 26,959 $924K
22 SG Americas Securities, LLC 0.00% 99,155 $3K
23 Cedar Mountain Advisors, LLC 0.00% 434 $15K
24 STRS OHIO 0.00% 20,600 $706K
25 Police & Firemen's Retirement System of New Jersey 0.00% 8,022 $275K
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 — 7 quarters in a row: For 7 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?

Slight buying edge — 54% buying: Last quarter: 91 funds bought or added vs 78 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UVSP holders?

Elite ownership — 51% AUM from top-100 funds: 33 of 186 holders are among the 100 largest funds by AUM, controlling 51% 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?

61% of holders stayed for 2+ years: 114 out of 186 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.

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.