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First United
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Overview Fund Activity

42 hedge funds and large institutions have $52.3M invested in First United in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
16
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$3.68M
2
Morgan Stanley
2
Morgan Stanley
New York
$826K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$340K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$305K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.59M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$3.67M
2
BlackRock
2
BlackRock
New York
$1.98M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$180K
4
EC
4
EJF Capital
Virginia
$5.12M
5
PH
5
Pinnacle Holdings
Oklahoma
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.9M 335,832 +5,232 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7M 297,812 – –
EC
3
EJF Capital
Virginia
$5.12M 217,733 -7,139 -3%
GJL
4
Gendell Jeffrey L
$3.94M 167,704 +7,064 +4%
FL
5
Fourthstone LLC
Missouri
$3.68M 156,373 +62,523 +67%
BCM
6
Basswood Capital Management
New York
$3.67M 156,098 -28,425 -15%
HCM
7
Huber Capital Management
California
$2.89M 122,856 +568 +0.5%
RIP
8
Rhino Investment Partners
Pennsylvania
$2.65M 112,594 – –
BlackRock
9
BlackRock
New York
$1.98M 84,351 -23,292 -22%
BCM
10
Bridgeway Capital Management
Texas
$1.61M 68,612 +1,344 +2%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.59M 67,595 +11,400 +20%
PH
12
Pinnacle Holdings
Oklahoma
$1.4M 59,621 -4,775 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.28M 54,365 +2,407 +5%
American Century Companies
14
American Century Companies
Missouri
$830K 35,302 – –
Morgan Stanley
15
Morgan Stanley
New York
$826K 35,120 +18,626 +113%
Northern Trust
16
Northern Trust
Illinois
$748K 31,814 +275 +0.9%
Goldman Sachs
17
Goldman Sachs
New York
$525K 22,318 +2,195 +11%
HAM
18
HoldCo Asset Management
Florida
$489K 20,804 – –
State Street
19
State Street
Massachusetts
$480K 20,396 +100 +0.5%
LSV Asset Management
20
LSV Asset Management
Illinois
$374K 15,900 – –
EF
21
Empowered Funds
Pennsylvania
$351K 14,944 +1,344 +10%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$340K 14,462 +14,462 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$308K 13,100 – –
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$305K 12,987 +12,987 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$285K 12,116 – –
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