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United Bancorp
UBCP

20 hedge funds and large institutions have $7.38M invested in United Bancorp in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $6.82M → $7.38M (+$560K)

0.73% more ownership

Funds ownership: 10.46% → 11.18% (+0.73%)

0% more funds holding

Funds holding: 20 → 20 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$152K
2
Northern Trust
Northern Trust
Illinois
+$110K
3
KCM
Kennedy Capital Management
Missouri
+$15.9K
4
Wells Fargo
Wells Fargo
California
+$14.5K
5
Morgan Stanley
Morgan Stanley
New York
+$1.58K

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$28.5K
2
Victory Capital Management
Victory Capital Management
Texas
-$22K
3
UBS Group
UBS Group
Switzerland
-$6.52K
4
BlackRock
BlackRock
New York
-$3.81K
5
Bank of America
Bank of America
North Carolina
-$3.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.34M – – –
KCM
2
Kennedy Capital Management
Missouri
$1.54M +$15.9K +1,511 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
$953K +$152K +14,399 +21%
Vanguard Group
4
Vanguard Group
Pennsylvania
$804K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$479K – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$269K – – –
LWCFA
7
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$179K – – –
RA
8
Raffles Associates
New York
$173K – – –
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$152K – – –
Financial Engines Advisors
10
Financial Engines Advisors
California
$131K – – –
Morgan Stanley
11
Morgan Stanley
New York
$122K +$1.58K +150 +1%
Northern Trust
12
Northern Trust
Illinois
$120K +$110K +10,462 New
BlackRock
13
BlackRock
New York
$86K -$3.81K -362 -5%
Wells Fargo
14
Wells Fargo
California
$16K +$14.5K +1,375 +4,044%
SNT
15
Security National Trust
West Virginia
$9K – – –
UBS Group
16
UBS Group
Switzerland
$4K -$6.52K -619 -65%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$2K -$28.5K -2,705 -94%
Bank of America
18
Bank of America
North Carolina
$2K -$3.4K -323 -69%
Victory Capital Management
19
Victory Capital Management
Texas
– -$22K -1,906 Closed
ASN
20
Advisory Services Network
Georgia
– -$2K -173 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
– -$263 -25 -61%
TRCT
22
Tower Research Capital (TRC)
New York
– +$190 +18 New

UBCP Hedge Fund Activity: Q2 2020 in Review

20 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q2 2020, worth a combined $7.38M — up 8.2% from $6.82M a quarter earlier.

Fund positioning in UBCP was balanced in Q2 2020: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $152K. The largest seller was Acadian Asset Management, cutting an estimated $28.5K.

  • 20 institutional investors held United Bancorp (UBCP) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $7.38M of United Bancorp stock for Q2 2020, up 8.2% quarter-over-quarter.
  • 2 funds opened new United Bancorp positions in Q2 2020 and 2 closed out, a net change of 0 holders.
  • The largest United Bancorp buyer in Q2 2020 was Osaic Holdings, an estimated $152K added.
  • The largest United Bancorp seller in Q2 2020 was Acadian Asset Management, an estimated $28.5K sold.

Based on aggregated 13F filings for Q2 2020.