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United Bancorp
UBCP

26 hedge funds and large institutions have $10.1M invested in United Bancorp in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

69% more capital invested

Capital invested by funds: $5.98M → $10.1M (+$4.11M)

37% more funds holding

Funds holding: 19 → 26 (+7)

4.57% more ownership

Funds ownership: 7.59% → 12.17% (+4.6%)

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
+$373K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$214K
3
Renaissance Technologies
Renaissance Technologies
New York
+$166K
4
Morgan Stanley
Morgan Stanley
New York
+$86.1K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.7K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$399K
2
TRCT
Tower Research Capital (TRC)
New York
-$25.1K
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$24.7K
4
Northern Trust
Northern Trust
Illinois
-$21.6K
5
ASN
Advisory Services Network
Georgia
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.83M +$2.73M +197,906 New
KCM
2
Kennedy Capital Management
Missouri
$1.52M -$399K -28,858 -21%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.27M +$16K +1,160 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$999K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$603K +$6.85K +496 +1%
BCM
6
Bridgeway Capital Management
Texas
$387K +$373K +27,000 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$334K – – –
KOC
8
Koss-Olinger Consulting
Florida
$305K +$295K +21,313 New
LWCFA
9
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K – – –
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$222K +$214K +15,490 New
RA
11
Raffles Associates
New York
$215K – – –
Morgan Stanley
12
Morgan Stanley
New York
$196K +$86.1K +6,233 +84%
Renaissance Technologies
13
Renaissance Technologies
New York
$172K +$166K +12,000 New
FFA
14
Founders Financial Alliance
North Carolina
$168K +$249 +18 +0.2%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$164K -$24.7K -1,785 -13%
Financial Engines Advisors
16
Financial Engines Advisors
California
$163K – – –
Northern Trust
17
Northern Trust
Illinois
$147K -$21.6K -1,561 -13%
BlackRock
18
BlackRock
New York
$118K +$6.03K +436 +6%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$21K +$20.7K +1,500 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$14K +$13.8K +1,000 New
SNT
21
Security National Trust
West Virginia
$11K – – –
TRCT
22
Tower Research Capital (TRC)
New York
$5K -$25.1K -1,813 -83%
UBS Group
23
UBS Group
Switzerland
$5K +$41 +3 +0.9%
PAM
24
Panagora Asset Management
Massachusetts
$2K – – –
Wells Fargo
25
Wells Fargo
California
$1K +$41 +3 +9%
1
2

UBCP Hedge Fund Activity: Q1 2021 in Review

26 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q1 2021, worth a combined $10.1M — up 69% from $5.98M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UBCP positions and 1 closed out — a net gain of 7 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $373K. The largest seller was Kennedy Capital Management, cutting an estimated $399K.

  • 26 institutional investors held United Bancorp (UBCP) as of Q1 2021, up from 19 in Q4 2020.
  • Funds reported $10.1M of United Bancorp stock for Q1 2021, up 69% quarter-over-quarter.
  • 8 funds opened new United Bancorp positions in Q1 2021 and 1 closed out, a net change of +7 holders.
  • The largest United Bancorp buyer in Q1 2021 was Bridgeway Capital Management, an estimated $373K added.
  • The largest United Bancorp seller in Q1 2021 was Kennedy Capital Management, an estimated $399K sold.

Based on aggregated 13F filings for Q1 2021.