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United Bancorp

20 hedge funds and large institutions have $7.21M invested in United Bancorp in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

0.83% less ownership

Funds ownership: 12.05%11.22% (-0.83%)

5% less funds holding

Funds holding: 2120 (-1)

8% less capital invested

Capital invested by funds: $7.85M → $7.21M (-$640K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.5M +$13.7K +1,241 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.14M -$370K -33,469 -24%
KCM
3
Kennedy Capital Management
Missouri
$849K +$151K +13,620 +21%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$717K +$7.67K +694 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$452K
RHCA
6
Rosenthal Henry Capital Advisors
Indiana
$434K
Morgan Stanley
7
Morgan Stanley
New York
$305K -$21.4K -1,937 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$210K +$26.5K +2,395 +14%
LWCFA
9
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$169K
RA
10
Raffles Associates
New York
$163K
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$144K
BlackRock
12
BlackRock
New York
$63K +$5.14K +465 +9%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$29K
AG
14
Advisor Group
Arizona
$14K +$6.72K +608 +101%
SNT
15
Security National Trust
West Virginia
$9K
Bank of America
16
Bank of America
North Carolina
$6K +$5.99K +542 +3,613%
UBS Group
17
UBS Group
Switzerland
$4K
ASN
18
Advisory Services Network
Georgia
$2K +$1.91K +173 New
TRCT
19
Tower Research Capital (TRC)
New York
$1K -$4.55K -412 -85%
HNB
20
Huntington National Bank
Ohio
-$105K -9,143 Closed
Wells Fargo
21
Wells Fargo
California
-$18.5K -1,672 -100%
Deutsche Bank
22
Deutsche Bank
Germany
-$9K -800 Closed

UBCP Hedge Fund Activity: Q1 2019 in Review

20 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q1 2019, worth a combined $7.21M — down 8.2% from $7.85M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of UBCP and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.

The largest buyer was Kennedy Capital Management, adding an estimated $151K. The largest seller was Vanguard Group, cutting an estimated $370K.

  • 20 institutional investors held United Bancorp (UBCP) as of Q1 2019, down from 21 in Q4 2018.
  • Funds reported $7.21M of United Bancorp stock for Q1 2019, down 8.2% quarter-over-quarter.
  • 1 fund opened new United Bancorp positions in Q1 2019 and 2 closed out, a net change of -1 holder.
  • The largest United Bancorp buyer in Q1 2019 was Kennedy Capital Management, an estimated $151K added.
  • The largest United Bancorp seller in Q1 2019 was Vanguard Group, an estimated $370K sold.

Based on aggregated 13F filings for Q1 2019.