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United Bancorp

23 hedge funds and large institutions have $7.14M invested in United Bancorp in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

15% more funds holding

Funds holding: 2023 (+3)

0.91% less ownership

Funds ownership: 11.69%10.78% (-0.91%)

6% less capital invested

Capital invested by funds: $7.56M → $7.14M (-$420K)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.42M -$231K -20,393 -9%
KCM
2
Kennedy Capital Management
Missouri
$1.34M +$466K +41,069 +52%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.14M -$21.7K -1,915 -2%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$741K -$3.82K -337 -0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$464K
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$229K +$13.6K +1,200 +6%
LWCFA
7
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$173K
RA
8
Raffles Associates
New York
$167K
Morgan Stanley
9
Morgan Stanley
New York
$154K -$149K -13,175 -49%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$148K
BlackRock
11
BlackRock
New York
$79K +$4.69K +413 +6%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$32K
AG
13
Advisor Group
Arizona
$14K
Victory Capital Management
14
Victory Capital Management
Texas
$11K +$10.9K +961 New
SNT
15
Security National Trust
West Virginia
$9K
Deutsche Bank
16
Deutsche Bank
Germany
$5K +$1.81K +160 +49%
UBS Group
17
UBS Group
Switzerland
$4K -$16.4K -1,443 -82%
PAM
18
Panagora Asset Management
Massachusetts
$4K +$3.57K +315 New
TRCT
19
Tower Research Capital (TRC)
New York
$2K -$1.32K -116 -36%
ASN
20
Advisory Services Network
Georgia
$2K
RHCA
21
Rosenthal Henry Capital Advisors
Indiana
-$420K -37,310 Closed
Bank of America
22
Bank of America
North Carolina
-$488 -43 -50%
Wells Fargo
23
Wells Fargo
California
+$11 +1 New
Barclays
24
Barclays
United Kingdom
+$57 +5 New

UBCP Hedge Fund Activity: Q3 2019 in Review

23 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q3 2019, worth a combined $7.14M — down 5.6% from $7.56M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UBCP positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $466K. The largest seller was Rosenthal Henry Capital Advisors, exiting entirely with an estimated $420K sold.

  • 23 institutional investors held United Bancorp (UBCP) as of Q3 2019, up from 20 in Q2 2019.
  • Funds reported $7.14M of United Bancorp stock for Q3 2019, down 5.6% quarter-over-quarter.
  • 4 funds opened new United Bancorp positions in Q3 2019 and 1 closed out, a net change of +3 holders.
  • The largest United Bancorp buyer in Q3 2019 was Kennedy Capital Management, an estimated $466K added.
  • The largest United Bancorp seller in Q3 2019 was Rosenthal Henry Capital Advisors, an estimated $420K sold.

Based on aggregated 13F filings for Q3 2019.