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First United
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Overview Fund Activity

38 hedge funds and large institutions have $34.7M invested in First United in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
11
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Huber Capital Management
California
$850K
2
RA
2
Royce & Associates
New York
$312K
3
FUBT
3
First United Bank & Trust
Maryland
$275K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$238K
5
BCM
5
BHZ Capital Management
California
$223K

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$4.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$257K
3
GJL
3
Gendell Jeffrey L
$2.93M
4
Millennium Management
4
Millennium Management
New York
$0
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.89M 299,552 -570 -0.2%
EC
2
EJF Capital
Virginia
$5.19M 264,073 +8,600 +3%
BCM
3
Basswood Capital Management
New York
$4.8M 244,518 -23,080 -9%
GJL
4
Gendell Jeffrey L
$2.93M 148,919 -11,872 -7%
HAM
5
HoldCo Asset Management
Florida
$1.71M 87,261 – –
BlackRock
6
BlackRock
New York
$1.6M 81,547 +2,945 +4%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.51M 76,691 -1,804 -2%
BCM
8
Bridgeway Capital Management
Texas
$1.37M 69,510 – –
PH
9
Pinnacle Holdings
Oklahoma
$1.2M 61,021 -265 -0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$958K 48,791 +612 +1%
HCM
11
Huber Capital Management
California
$850K 43,249 +20,425 +89%
RIP
12
Rhino Investment Partners
Pennsylvania
$817K 41,597 +3,000 +8%
American Century Companies
13
American Century Companies
Missouri
$689K 35,086 – –
Northern Trust
14
Northern Trust
Illinois
$646K 32,872 -167 -0.5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$556K 28,313 +240 +0.9%
State Street
16
State Street
Massachusetts
$400K 20,371 +2,700 +15%
Goldman Sachs
17
Goldman Sachs
New York
$396K 20,165 -14 -0.1%
Morgan Stanley
18
Morgan Stanley
New York
$340K 17,325 -2,122 -11%
LSV Asset Management
19
LSV Asset Management
Illinois
$312K 15,900 – –
RA
20
Royce & Associates
New York
$312K 15,871 +15,871 New
Russell Investments Group
21
Russell Investments Group
United Kingdom
$300K 15,255 – –
FUBT
22
First United Bank & Trust
Maryland
$275K 14,025 +14,025 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$257K 13,099 -22,207 -63%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$252K 12,818 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$238K 12,116 +12,000 +10,345%
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