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United Bancorp
UBCP

13 hedge funds and large institutions have $7.87M invested in United Bancorp in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

0.05% less ownership

Funds ownership: 12.23% → 12.17% (-0.05%)

3% less capital invested

Capital invested by funds: $8.11M → $7.87M (-$234K)

13% less funds holding

Funds holding: 15 → 13 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$48K
2
WB
WesBanco Bank
West Virginia
+$21.5K
3
UBS Group
UBS Group
Switzerland
+$21.1K
4
PAM
Panagora Asset Management
Massachusetts
+$15.8K
5
BlackRock
BlackRock
New York
+$4.72K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$105K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$23.8K
3
Deutsche Bank
Deutsche Bank
Germany
-$19K
4
TRCT
Tower Research Capital (TRC)
New York
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.78M +$21.5K +1,819 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.46M -$23.8K -2,010 -1%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$694K +$213 +18 +0%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$491K – – –
RHCA
5
Rosenthal Henry Capital Advisors
Indiana
$342K – – –
Morgan Stanley
6
Morgan Stanley
New York
$238K +$48K +4,055 +26%
HNB
7
Huntington National Bank
Ohio
$216K – – –
LWCFA
8
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K – – –
RA
9
Raffles Associates
New York
$180K – – –
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$156K – – –
BlackRock
11
BlackRock
New York
$83K +$4.72K +399 +6%
UBS Group
12
UBS Group
Switzerland
$35K +$21.1K +1,784 +156%
PAM
13
Panagora Asset Management
Massachusetts
$16K +$15.8K +1,336 New
Creative Planning
14
Creative Planning
Kansas
– -$105K -8,583 Closed
Deutsche Bank
15
Deutsche Bank
Germany
– -$19K -1,627 Closed
TRCT
16
Tower Research Capital (TRC)
New York
– -$1K -56 Closed

UBCP Hedge Fund Activity: Q3 2017 in Review

13 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q3 2017, worth a combined $7.87M — down 2.9% from $8.11M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UBCP and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $48K. The largest seller was Creative Planning, exiting entirely with an estimated $105K sold.

  • 13 institutional investors held United Bancorp (UBCP) as of Q3 2017, down from 15 in Q2 2017.
  • Funds reported $7.87M of United Bancorp stock for Q3 2017, down 2.9% quarter-over-quarter.
  • 1 fund opened new United Bancorp positions in Q3 2017 and 3 closed out, a net change of -2 holders.
  • The largest United Bancorp buyer in Q3 2017 was Morgan Stanley, an estimated $48K added.
  • The largest United Bancorp seller in Q3 2017 was Creative Planning, an estimated $105K sold.

Based on aggregated 13F filings for Q3 2017.