We are live on ! Find out more
UBCP icon

United Bancorp

21 hedge funds and large institutions have $7.85M invested in United Bancorp in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0.45% less ownership

Funds ownership: 12.5%12.05% (-0.45%)

9% less funds holding

Funds holding: 2321 (-2)

11% less capital invested

Capital invested by funds: $8.84M → $7.85M (-$991K)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.62M +$10.8K +860 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.55M -$31.3K -2,504 -2%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$748K +$94.2K +7,528 +13%
KCM
4
Kennedy Capital Management
Missouri
$738K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$464K
RHCA
6
Rosenthal Henry Capital Advisors
Indiana
$457K +$188K +15,000 +60%
Morgan Stanley
7
Morgan Stanley
New York
$343K -$25.2K -2,018 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$189K +$212K +16,914 New
LWCFA
9
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K
RA
10
Raffles Associates
New York
$171K
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$148K
HNB
12
Huntington National Bank
Ohio
$105K
BlackRock
13
BlackRock
New York
$62K +$7.22K +577 +12%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$30K
Wells Fargo
15
Wells Fargo
California
$19K +$20.9K +1,672 +167,200%
Deutsche Bank
16
Deutsche Bank
Germany
$9K -$40K -3,200 -80%
SNT
17
Security National Trust
West Virginia
$9K +$9.87K +789 New
AG
18
Advisor Group
Arizona
$7K +$7.5K +600 New
TRCT
19
Tower Research Capital (TRC)
New York
$6K +$4.97K +397 +451%
UBS Group
20
UBS Group
Switzerland
$4K -$6.99K -559 -63%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$142K -10,782 Closed
SWP
22
Stratos Wealth Partners
Ohio
-$40K -3,058 Closed
HR
23
Howe & Rusling
New York
-$33K -2,500 Closed
Bank of America
24
Bank of America
North Carolina
-$5.04K -403 -96%
Barclays
25
Barclays
United Kingdom
-$1K -86 Closed

UBCP Hedge Fund Activity: Q4 2018 in Review

21 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q4 2018, worth a combined $7.85M — down 11% from $8.84M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UBCP and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $212K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $142K sold.

  • 21 institutional investors held United Bancorp (UBCP) as of Q4 2018, down from 23 in Q3 2018.
  • Funds reported $7.85M of United Bancorp stock for Q4 2018, down 11% quarter-over-quarter.
  • 3 funds opened new United Bancorp positions in Q4 2018 and 5 closed out, a net change of -2 holders.
  • The largest United Bancorp buyer in Q4 2018 was Dimensional Fund Advisors, an estimated $212K added.
  • The largest United Bancorp seller in Q4 2018 was Susquehanna International Group, an estimated $142K sold.

Based on aggregated 13F filings for Q4 2018.