We are live on ! Find out more
UBCP icon

United Bancorp
UBCP

19 hedge funds and large institutions have $8.19M invested in United Bancorp in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

11% more capital invested

Capital invested by funds: $7.38M → $8.19M (+$808K)

0.26% less ownership

Funds ownership: 11.18% → 10.92% (-0.26%)

5% less funds holding

Funds holding: 20 → 19 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WB
WesBanco Bank
West Virginia
+$44.1K
2
Northern Trust
Northern Trust
Illinois
+$20.5K
3
TRCT
Tower Research Capital (TRC)
New York
+$8.63K
4
ASN
Advisory Services Network
Georgia
+$1.98K
5
BlackRock
BlackRock
New York
+$34

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$30.3K
2
Wells Fargo
Wells Fargo
California
-$15.7K
3
Osaic Holdings
Osaic Holdings
Arizona
-$3K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2K
5
Bank of America
Bank of America
North Carolina
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.6M +$44.1K +3,848 +2%
KCM
2
Kennedy Capital Management
Missouri
$1.68M – – –
Osaic Holdings
3
Osaic Holdings
Arizona
$1.04M -$3K -262 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$876K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$523K – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$293K – – –
LWCFA
7
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$195K – – –
RA
8
Raffles Associates
New York
$188K – – –
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$166K – – –
Northern Trust
10
Northern Trust
Illinois
$154K +$20.5K +1,788 +17%
Financial Engines Advisors
11
Financial Engines Advisors
California
$143K – – –
FFA
12
Founders Financial Alliance
North Carolina
$116K +$107K +9,320 New
Morgan Stanley
13
Morgan Stanley
New York
$100K -$30.3K -2,650 -25%
BlackRock
14
BlackRock
New York
$95K +$34 +3 +0%
SNT
15
Security National Trust
West Virginia
$10K – – –
TRCT
16
Tower Research Capital (TRC)
New York
$10K +$8.63K +754 +4,189%
UBS Group
17
UBS Group
Switzerland
$4K +$34 +3 +0.9%
ASN
18
Advisory Services Network
Georgia
$2K +$1.98K +173 New
Wells Fargo
19
Wells Fargo
California
– -$15.7K -1,374 -98%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
– -$2K -166 Closed
Bank of America
21
Bank of America
North Carolina
– -$2K -145 Closed

UBCP Hedge Fund Activity: Q3 2020 in Review

19 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q3 2020, worth a combined $8.19M — up 11% from $7.38M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UBCP and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.

The largest buyer was WesBanco Bank, adding an estimated $44.1K. The largest seller was Morgan Stanley, cutting an estimated $30.3K.

  • 19 institutional investors held United Bancorp (UBCP) as of Q3 2020, down from 20 in Q2 2020.
  • Funds reported $8.19M of United Bancorp stock for Q3 2020, up 11% quarter-over-quarter.
  • 2 funds opened new United Bancorp positions in Q3 2020 and 3 closed out, a net change of -1 holder.
  • The largest United Bancorp buyer in Q3 2020 was WesBanco Bank, an estimated $44.1K added.
  • The largest United Bancorp seller in Q3 2020 was Morgan Stanley, an estimated $30.3K sold.

Based on aggregated 13F filings for Q3 2020.