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United Bancorp
UBCP

24 hedge funds and large institutions have $9.26M invested in United Bancorp in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

1.34% less ownership

Funds ownership: 12.17% → 10.83% (-1.3%)

8% less funds holding

Funds holding: 26 → 24 (-2)

8% less capital invested

Capital invested by funds: $10.1M → $9.26M (-$838K)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$182K
2
WB
WesBanco Bank
West Virginia
+$98.6K
3
Renaissance Technologies
Renaissance Technologies
New York
+$56.9K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.7K
5
Osaic Holdings
Osaic Holdings
Arizona
+$9.65K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$819K
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$164K
3
Financial Engines Advisors
Financial Engines Advisors
California
-$163K
4
Morgan Stanley
Morgan Stanley
New York
-$115K
5
PAM
Panagora Asset Management
Massachusetts
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.92M +$98.6K +6,593 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.27M +$9.65K +645 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$994K – – –
KCM
4
Kennedy Capital Management
Missouri
$731K -$819K -54,749 -52%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$618K – – –
BCM
6
Bridgeway Capital Management
Texas
$396K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$386K +$44.7K +2,988 +13%
KOC
8
Koss-Olinger Consulting
Florida
$307K +$3.04K +203 +1%
BlackRock
9
BlackRock
New York
$291K +$182K +12,167 +148%
Renaissance Technologies
10
Renaissance Technologies
New York
$225K +$56.9K +3,800 +32%
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K – – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$221K – – –
RA
13
Raffles Associates
New York
$214K – – –
FFA
14
Founders Financial Alliance
North Carolina
$161K +$150 +10 +0.1%
Northern Trust
15
Northern Trust
Illinois
$147K – – –
Morgan Stanley
16
Morgan Stanley
New York
$85K -$115K -7,700 -56%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$21K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14K – – –
SNT
19
Security National Trust
West Virginia
$11K – – –
TRCT
20
Tower Research Capital (TRC)
New York
$10K +$5.04K +337 +92%
UBS Group
21
UBS Group
Switzerland
$10K +$5.6K +374 +109%
ASN
22
Advisory Services Network
Georgia
$2K +$2.59K +173 New
Wells Fargo
23
Wells Fargo
California
$1K -$15 -1 -3%
Bank of America
24
Bank of America
North Carolina
$1K +$539 +36 +150%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
– -$164K -11,444 Closed
1
2

UBCP Hedge Fund Activity: Q2 2021 in Review

24 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q2 2021, worth a combined $9.26M — down 8.3% from $10.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UBCP and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 10 added.

The largest buyer was BlackRock, adding an estimated $182K. The largest seller was Kennedy Capital Management, cutting an estimated $819K.

  • 24 institutional investors held United Bancorp (UBCP) as of Q2 2021, down from 26 in Q1 2021.
  • Funds reported $9.26M of United Bancorp stock for Q2 2021, down 8.3% quarter-over-quarter.
  • 1 fund opened new United Bancorp positions in Q2 2021 and 3 closed out, a net change of -2 holders.
  • The largest United Bancorp buyer in Q2 2021 was BlackRock, an estimated $182K added.
  • The largest United Bancorp seller in Q2 2021 was Kennedy Capital Management, an estimated $819K sold.

Based on aggregated 13F filings for Q2 2021.