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First United
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Overview Fund Activity

36 hedge funds and large institutions have $34.9M invested in First United in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
9
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Huber Capital Management
California
$1.92M
2
EC
2
EJF Capital
Virginia
$4.9M
3
Millennium Management
3
Millennium Management
New York
$259K
4
RA
4
Royce & Associates
New York
$410K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.68M

Top Sellers

1
HAM
1
HoldCo Asset Management
Florida
$351K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14.1K
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$0
4
FUBT
4
First United Bank & Trust
Maryland
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$5.68M 336,629 +3,992 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.04M 298,972 -580 -0.2%
EC
3
EJF Capital
Virginia
$4.9M 290,371 +26,298 +10%
BCM
4
Basswood Capital Management
New York
$4.12M 244,518 – –
GJL
5
Gendell Jeffrey L
$2.52M 149,222 +303 +0.2%
HCM
6
Huber Capital Management
California
$1.92M 113,972 +70,723 +164%
BlackRock
7
BlackRock
New York
$1.37M 81,259 -288 -0.4%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.17M 69,361 -7,330 -10%
BCM
9
Bridgeway Capital Management
Texas
$1.16M 68,845 -665 -1%
PH
10
Pinnacle Holdings
Oklahoma
$1.09M 64,621 +3,600 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$823K 48,791 – –
RIP
12
Rhino Investment Partners
Pennsylvania
$701K 41,597 – –
American Century Companies
13
American Century Companies
Missouri
$602K 35,302 +216 +0.6%
Northern Trust
14
Northern Trust
Illinois
$545K 32,310 -562 -2%
RA
15
Royce & Associates
New York
$410K 24,307 +8,436 +53%
HAM
16
HoldCo Asset Management
Florida
$351K 20,804 -66,457 -76%
State Street
17
State Street
Massachusetts
$343K 20,371 – –
Goldman Sachs
18
Goldman Sachs
New York
$338K 20,076 -89 -0.4%
Morgan Stanley
19
Morgan Stanley
New York
$292K 17,291 -34 -0.2%
LSV Asset Management
20
LSV Asset Management
Illinois
$268K 15,900 – –
Millennium Management
21
Millennium Management
New York
$259K 15,388 +15,388 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$221K 13,099 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$204K 12,117 +1 +0%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$193K 11,521 +781 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$118K 7,000 – –
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