Univest Pennsylvania Ownership
| UVSP Stock | USD 31.55 0.63 2.04% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 29 M | Current Value 29 M | Avarage Shares Outstanding 23.1 M | Quarterly Volatility 6.2 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Univest |
Univest Stock Ownership Analysis
About 78.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.04. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Univest Pennsylvania last dividend was issued on the 6th of November 2024. The entity had 3:2 split on the 2nd of May 2005. Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania. Univest Corp operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 920 people. For more information please call the company at 215 721 2400 or visit https://www.univest.net.Besides selling stocks to institutional investors, Univest Pennsylvania also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Univest Pennsylvania's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Univest Pennsylvania's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Univest Pennsylvania Quarterly Liabilities And Stockholders Equity |
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Univest Pennsylvania Insider Trades History
Only 1.8% of Univest Pennsylvania are currently held by insiders. Unlike Univest Pennsylvania's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Univest Pennsylvania's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Univest Pennsylvania's insider trades
Univest Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Univest Pennsylvania is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Univest Pennsylvania backward and forwards among themselves. Univest Pennsylvania's institutional investor refers to the entity that pools money to purchase Univest Pennsylvania's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 459.5 K | Hotchkis & Wiley Capital Management Llc | 2024-09-30 | 394.9 K | Aqr Capital Management Llc | 2024-06-30 | 388.1 K | Northern Trust Corp | 2024-09-30 | 330.1 K | Endeavour Capital Advisors Inc | 2024-09-30 | 273.2 K | Charles Schwab Investment Management Inc | 2024-09-30 | 245.9 K | Royce & Associates, Lp | 2024-09-30 | 243.5 K | Neuberger Berman Group Llc | 2024-06-30 | 238.1 K | Assenagon Asset Management Sa | 2024-09-30 | 228.3 K | Blackrock Inc | 2024-06-30 | 3.4 M | Fmr Inc | 2024-09-30 | 2.6 M |
Univest Pennsylvania Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Univest Pennsylvania insiders, such as employees or executives, is commonly permitted as long as it does not rely on Univest Pennsylvania's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Univest Pennsylvania insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Univest Pennsylvania Outstanding Bonds
Univest Pennsylvania issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Univest Pennsylvania uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Univest bonds can be classified according to their maturity, which is the date when Univest Pennsylvania has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Univest Pennsylvania Corporate Filings
| 14th of November 2024 Other Reports | ViewVerify | |
F4 | 4th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 29th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 24th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Pair Trading with Univest Pennsylvania
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Univest Pennsylvania position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Univest Pennsylvania will appreciate offsetting losses from the drop in the long position's value.Moving together with Univest Stock
| 0.97 | AX | Axos Financial | PairCorr |
| 0.98 | BY | Byline Bancorp Fiscal Year End 23rd of January 2025 | PairCorr |
| 0.97 | PB | Prosperity Bancshares Fiscal Year End 22nd of January 2025 | PairCorr |
Moving against Univest Stock
| 0.49 | CFG-PE | Citizens Financial | PairCorr |
| 0.46 | TFC-PR | Truist Financial | PairCorr |
| 0.45 | TFC-PO | Truist Financial | PairCorr |
| 0.41 | WF | Woori Financial Group | PairCorr |
The ability to find closely correlated positions to Univest Pennsylvania could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Univest Pennsylvania when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Univest Pennsylvania - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Univest Pennsylvania to buy it.
The correlation of Univest Pennsylvania is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Univest Pennsylvania moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Univest Pennsylvania moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Univest Pennsylvania can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Univest Stock Analysis
When running Univest Pennsylvania's price analysis, check to measure Univest Pennsylvania's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Univest Pennsylvania is operating at the current time. Most of Univest Pennsylvania's value examination focuses on studying past and present price action to predict the probability of Univest Pennsylvania's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Univest Pennsylvania's price. Additionally, you may evaluate how the addition of Univest Pennsylvania to your portfolios can decrease your overall portfolio volatility.