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United Bancorp
UBCP

19 hedge funds and large institutions have $5.98M invested in United Bancorp in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

0% more funds holding

Funds holding: 19 → 19 (0)

3.33% less ownership

Funds ownership: 10.92% → 7.59% (-3.3%)

27% less capital invested

Capital invested by funds: $8.19M → $5.98M (-$2.21M)

Holders
19
Holders Change
–
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$59.8K
2
FFA
Founders Financial Alliance
North Carolina
+$25.3K
3
TRCT
Tower Research Capital (TRC)
New York
+$17.7K
4
KCM
Kennedy Capital Management
Missouri
+$14K
5
BlackRock
BlackRock
New York
+$3.21K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.29K
2
Northern Trust
Northern Trust
Illinois
-$4.78K
3
Wells Fargo
Wells Fargo
California
-$13
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1
Kennedy Capital Management
Missouri
$1.78M +$14K +1,111 +0.8%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.15M +$59.8K +4,757 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$919K – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$549K – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$308K – – –
LWCFA
6
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$205K – – –
RA
7
Raffles Associates
New York
$198K – – –
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$174K – – –
Northern Trust
9
Northern Trust
Illinois
$157K -$4.78K -380 -3%
Financial Engines Advisors
10
Financial Engines Advisors
California
$150K – – –
FFA
11
Founders Financial Alliance
North Carolina
$150K +$25.3K +2,012 +22%
BlackRock
12
BlackRock
New York
$102K +$3.21K +255 +3%
Morgan Stanley
13
Morgan Stanley
New York
$98K -$6.29K -500 -6%
TRCT
14
Tower Research Capital (TRC)
New York
$29K +$17.7K +1,407 +182%
SNT
15
Security National Trust
West Virginia
$10K – – –
UBS Group
16
UBS Group
Switzerland
$4K +$38 +3 +0.9%
ASN
17
Advisory Services Network
Georgia
$2K – – –
PAM
18
Panagora Asset Management
Massachusetts
$2K +$1.78K +142 New
Wells Fargo
19
Wells Fargo
California
– -$13 -1 -3%

UBCP Hedge Fund Activity: Q4 2020 in Review

19 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q4 2020, worth a combined $5.98M — down 27% from $8.19M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new UBCP positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $59.8K. The largest seller was Morgan Stanley, cutting an estimated $6.29K.

  • 19 institutional investors held United Bancorp (UBCP) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $5.98M of United Bancorp stock for Q4 2020, down 27% quarter-over-quarter.
  • 1 fund opened new United Bancorp positions in Q4 2020 and 0 closed out, a net change of +1 holder.
  • The largest United Bancorp buyer in Q4 2020 was Osaic Holdings, an estimated $59.8K added.
  • The largest United Bancorp seller in Q4 2020 was Morgan Stanley, an estimated $6.29K sold.

Based on aggregated 13F filings for Q4 2020.