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United Bancorp

20 hedge funds and large institutions have $6.82M invested in United Bancorp in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

5% more funds holding

Funds holding: 1920 (+1)

0.5% less ownership

Funds ownership: 10.95%10.46% (-0.5%)

27% less capital invested

Capital invested by funds: $9.33M → $6.82M (-$2.51M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.24M -$178K -13,627 -6%
KCM
2
Kennedy Capital Management
Missouri
$1.46M +$75.3K +5,765 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$768K -$306K -23,427 -25%
Osaic Holdings
4
Osaic Holdings
Arizona
$753K +$892K +68,297 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$459K
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$257K +$25.8K +1,980 +9%
LWCFA
7
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K
RA
8
Raffles Associates
New York
$165K
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$146K
Financial Engines Advisors
10
Financial Engines Advisors
California
$125K +$148K +11,355 New
Morgan Stanley
11
Morgan Stanley
New York
$115K -$38.6K -2,958 -22%
BlackRock
12
BlackRock
New York
$87K +$9.91K +759 +11%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$32K
Victory Capital Management
14
Victory Capital Management
Texas
$22K +$24.9K +1,906 New
UBS Group
15
UBS Group
Switzerland
$11K -$14.5K -1,110 -54%
SNT
16
Security National Trust
West Virginia
$9K
Bank of America
17
Bank of America
North Carolina
$5K +$6.11K +468 New
ASN
18
Advisory Services Network
Georgia
$2K
Renaissance Technologies
19
Renaissance Technologies
New York
-$163K -11,400 Closed
Wells Fargo
20
Wells Fargo
California
-$5.64K -432 -93%
Deutsche Bank
21
Deutsche Bank
Germany
-$3K -259 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
+$535 +41 New

UBCP Hedge Fund Activity: Q1 2020 in Review

20 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q1 2020, worth a combined $6.82M — down 27% from $9.33M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UBCP positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $148K. The largest seller was Vanguard Group, cutting an estimated $306K.

  • 20 institutional investors held United Bancorp (UBCP) as of Q1 2020, up from 19 in Q4 2019.
  • Funds reported $6.82M of United Bancorp stock for Q1 2020, down 27% quarter-over-quarter.
  • 5 funds opened new United Bancorp positions in Q1 2020 and 2 closed out, a net change of +3 holders.
  • The largest United Bancorp buyer in Q1 2020 was Financial Engines Advisors, an estimated $148K added.
  • The largest United Bancorp seller in Q1 2020 was Vanguard Group, an estimated $306K sold.

Based on aggregated 13F filings for Q1 2020.