UVSP Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Univest Financial Corporatio (UVSP) following the 2026 Q2 hedge fund 13F filings?

As of today, UVSP has moved -3.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.5% for the XLF sector ETF — an outperformance of -2.9%. Since the quarter end (June 30, 2026), UVSP gained -4.7% vs +8.0% 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.

Univest Financial Corporatio (UVSP)

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

Smart Money Signals — UVSP

Based on 219 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 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

219 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.

🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q

+39 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 60% buying

114 buying76 selling

Last quarter: 114 funds were net buyers (33 opened a brand new position + 81 added to an existing one). Only 76 were sellers (56 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 26 → 32 → 29 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new

123 out of 219 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.

💰

Value +28% but shares only +1% — price-driven

Value

+28%

+1%

Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~33 new funds/quarter

20 → 26 → 32 → 29 → 33 new funds/Q

New funds entering each quarter: 26 → 32 → 29 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 60% veterans vs 24% newcomers

■ 60% veterans ■ 16% 1-2yr ■ 24% new

Entry-cohort mix of 219 holders: 132 (60%) are 2+ year veterans, 34 entered 1–2 years ago, and 53 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

48 of 218 holders are among the 100 largest funds by AUM, controlling 65% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	218	206	5.83%
13F Shares	23M	22M	1.38%
Total Value	$973M	$759M	28.1%
New Positions	33	29	+4
Increased Positions	80	78	+2
Closed Positions	20	19	+1
Reduced Positions	56	52	+4
Total Calls	1	1	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

218

206

5.83%

13F Shares

23M

22M

1.38%

Total Value

$973M

$759M

28.1%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

218 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UVSP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	UNIVEST FINANCIAL Corp	1.08%	503,433	$22.0M
2	Leeward Investments, LLC - MA	0.64%	321,438	$14.1M
3	Integrated Quantitative Investments LLC	0.46%	64,630	$2.8M
4	IVC Wealth Advisors LLC	0.37%	21,937	$960K
5	nVerses Capital, LLC	0.33%	4,864	$213K
6	Bridgeway Capital Management, LLC	0.18%	239,352	$10.5M
7	Bernardo Wealth Planning LLC	0.18%	24,271	$1.1M
8	Campbell & CO Investment Adviser LLC	0.15%	65,309	$2.9M
9	Compass Ion Advisors, LLC	0.14%	37,255	$1.6M
10	Everhart Financial Group, Inc.	0.13%	47,881	$2.1M
11	Pzena Investment Management LLC	0.11%	834,628	$36.5M
12	WealthTrust Axiom LLC	0.10%	10,227	$447K
13	Graves Light Lenhart Wealth, Inc.	0.10%	24,450	$1.1M
14	Martingale Asset Management L P	0.08%	80,878	$3.5M
15	Insight Advisors, LLC/ PA	0.08%	10,500	$459K
16	Logan Capital Management Inc	0.08%	48,600	$2.1M
17	Legato Capital Management LLC	0.08%	21,389	$936K
18	Bison Wealth, LLC	0.08%	18,665	$825K
19	Battery Global Advisors, LLC	0.06%	2,623	$115K
20	Smartleaf Asset Management LLC	0.05%	38,000	$1.7M
21	Algert Global LLC	0.05%	96,361	$4.2M
22	Stanley-Laman Group, Ltd.	0.04%	9,884	$432K
23	Hendershot Investments Inc.	0.04%	7,679	$336K
24	BLB&B Advisors, LLC	0.04%	23,392	$1.0M
25	Trexquant Investment LP	0.04%	136,540	$6.0M

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 — 9 quarters in a row: For 9 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: 114 funds were net buyers (33 opened a brand new position + 81 added to an existing one). Only 76 were sellers (56 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UVSP holders?

Elite ownership — 65% AUM from top-100 funds: 48 of 218 holders are among the 100 largest funds by AUM, controlling 65% 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?

56% of holders stayed for 2+ years: 123 out of 219 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 Q2 hedge fund 13F filings?

As of today, UVSP has moved -3.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.5% for the XLF sector ETF — an outperformance of -2.9%. Since the quarter end (June 30, 2026), UVSP has gained -4.7% vs +8.0% 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.

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Univest Financial Corporatio (UVSP)

Smart Money Signals — UVSP

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~33 new funds per quarter

56% of holders stayed for 2+ years

Value +28% but shares only +1% — price-driven

Steady discovery — ~33 new funds/quarter

Veteran-anchored — 60% veterans vs 24% newcomers

Elite ownership — 65% AUM from top-100 funds

Institutional Sentiment Summary — UVSP

Hedge Fund Ownership: UVSP

Market Analysis: UVSP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UVSP

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

Hedge Fund Positioning: UVSP

Statistics: UVSP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Univest Financial Corporatio (UVSP)

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