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UVSP Univest Financial

Univest Financial Corp. is a bank holding company, which engages in the provision of commercial and consumer banking business and trust services. It operates through the following segments: Banking, Wealth Management, and Insurance. The Banking segment consists of commercial and consumer banking. The Wealth Management segment comprises of investment advisory services, retirement plan services, trust, municipal pension services, and broker or dealer services. The Insurance segment includes commercial lines, personal lines, benefits and human resources consulting. The company was founded in 1973 and is headquartered in Souderton, PA.

Company profile

Ticker
UVSP
Exchange
Website
CEO
Jeffrey Schweitzer
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
UNIVEST CORP OF PENNSYLVANIA
SEC CIK
IRS number
231886144

UVSP stock data

(
)

Investment data

Data from SEC filings
Top 50 of 103 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
Vanguard Star FDS
$47.05M 750.39K 792.14K -5.3
$23.79M 65.31K 65.07K +0.4
$17.05M 596.24K 598.5K -0.4
$13.75M 83.67K 84.45K -0.9
$11.91M 50.5K 39.3K +28.5
$11.81M 96.72K 83.86K +15.3
$9.72M 3.14K 1.43K +119.3
$7.54M 24.69K 25.04K -1.4
$7.37M 20.91K 12.26K +70.5
$7.16M 146K 120.5K +21.2
$6.91M 28.91K 21.42K +35.0
$6.9M 98.33K 113.74K -13.5
$6.82M 32.22K 31.05K +3.8
$6.76M 13.32K 13.82K -3.6
$6.66M 22.6K 19.66K +15.0
$6.43M 31.91K 32.25K -1.0
$6.33M 53.19K 34.78K +52.9
$6.19M 40.69K 41.95K -3.0
$6.18M 24.85K 24.95K -0.4
$5.91M 27.24K 26.64K +2.2
$5.65M 2.74K 3.16K -13.4
$5.51M 12.07K 12.15K -0.7
$5.48M 47.65K 46.65K +2.2
$5.19M 39.05K 41.81K -6.6
$4.91M 90.65K 98.73K -8.2
$4.9M 26.57K 40.01K -33.6
$4.75M 62.83K 46.54K +35.0
$4.75M 25.88K 44.51K -41.9
$4.68M 16.46K 10.51K +56.7
$4.56M 35.28K 59.63K -40.8
$4.55M 42.01K 41.89K +0.3
$4.43M 58.83K 60.38K -2.6
$4.41M 5.97K 4.51K +32.5
$4.4M 10.91K NEW
$4.39M 31.03K 36K -13.8
$4.37M 39.12K 40.46K -3.3
$4.34M 12.3K NEW
$4.33M 74.46K 66.6K +11.8
$4.24M 26.9K NEW
$3.65M 33.61K 35.01K -4.0
$3.6M 15.78K 17.25K -8.5
$3.33M 12.77K 12.79K -0.1
$2.59M 9.22K 12.48K -26.1
$2.42M 26.6K 27.26K -2.4
$1.07M 3.97K 3.97K 0
$951K 5.25K 6.25K -16.0
$881K 3.99K 3.95K +1.2
$878K 5.01K 14.4K -65.2
$828K 2.09K 2.11K -0.8
$819K 10.62K 10.12K +5.0
Holdings list only includes long positions. Only includes long positions.

Calendar

25 Feb 21
17 Apr 21
31 Dec 21
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 219.86M 219.86M 219.86M 219.86M 219.86M 219.86M
Cash burn (monthly) 55.94M (positive/no burn) (positive/no burn) (positive/no burn) (positive/no burn) (positive/no burn)
Cash used (since last report) 199.67M n/a n/a n/a n/a n/a
Cash remaining 20.18M n/a n/a n/a n/a n/a
Runway (months of cash) 0.4 n/a n/a n/a n/a n/a

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
15 Mar 21 Brobst Duane J Common Stock Payment of exercise Dispose F No No 28.42 144 4.09K 39,705.914
15 Mar 21 Brobst Duane J Common Stock Option exercise Aquire M No No 0 516 0 39,849.914
15 Mar 21 Brobst Duane J Common Stock Payment of exercise Dispose F No No 28.42 101 2.87K 39,333.914
15 Mar 21 Brobst Duane J Common Stock Option exercise Aquire M No No 0 350 0 39,434.914
15 Mar 21 Brobst Duane J Common Stock Payment of exercise Dispose F No No 28.42 488 13.87K 39,084.914
15 Mar 21 Brobst Duane J Common Stock Sale back to company Dispose D No No 0 463 0 39,572.914
15 Mar 21 Brobst Duane J RSU Common Grant Aquire A No No 0 2,296 0 2,296
15 Mar 21 Brobst Duane J RSU Common Grant Aquire A No No 0 987 0 987
15 Mar 21 Brobst Duane J RSU Common Option exercise Dispose M No No 0 516 0 1,032
15 Mar 21 Brobst Duane J RSU Common Option exercise Dispose M No No 0 350 0 350

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

69.9% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 122 120 +1.7%
Opened positions 14 9 +55.6%
Closed positions 12 19 -36.8%
Increased positions 35 33 +6.1%
Reduced positions 45 50 -10.0%
13F shares
Current Prev Q Change
Total value 540.21M 826.06M -34.6%
Total shares 20.46M 20.04M +2.1%
Total puts 0 0
Total calls 0 0
Total put/call ratio
Largest owners
Shares Value Change
BLK Blackrock 2.77M $56.96M +1.2%
Dimensional Fund Advisors 2.1M $43.13M -0.2%
PZN Pzena Investment Management 1.91M $39.38M +6.5%
Vanguard 1.44M $29.69M -2.5%
Renaissance Technologies 1.09M $22.48M -7.5%
FMR 1.03M $21.28M +14.9%
Endeavour Capital Advisors 923.05K $19M -2.0%
RY Royal Bank Of Canada 711.49K $14.64M +0.6%
Manufacturers Life Insurance Company, The 674.65K $13.88M +15.0%
STT State Street 673.68K $13.86M +0.8%
Largest transactions
Shares Bought/sold Change
FJ Capital Management 443K +359K +427.4%
Kennedy Capital Management 0 -198.37K EXIT
FMR 1.03M +134.23K +14.9%
PZN Pzena Investment Management 1.91M +117.38K +6.5%
Renaissance Technologies 1.09M -89K -7.5%
Manufacturers Life Insurance Company, The 674.65K +88.1K +15.0%
Hotchkis & Wiley Capital Management 163.14K +78.85K +93.5%
Monarch Partners Asset Management 70.89K +70.89K NEW
JPM JPMorgan Chase & Co. 88.95K +63.04K +243.3%
Prospector Partners 62.35K +62.35K NEW
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