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United Bancorp
UBCP

23 hedge funds and large institutions have $8M invested in United Bancorp in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

5% more funds holding

Funds holding: 22 → 23 (+1)

2.55% less ownership

Funds ownership: 10.58% → 8.03% (-2.5%)

9% less capital invested

Capital invested by funds: $8.79M → $8M (-$797K)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$692K
2
Northern Trust
Northern Trust
Illinois
+$158K
3
Renaissance Technologies
Renaissance Technologies
New York
+$38.1K
4
BlackRock
BlackRock
New York
+$11K
5
TRCT
Tower Research Capital (TRC)
New York
+$3.76K

Top Sellers

Rank Fund Capital Flow
1
WB
WesBanco Bank
West Virginia
-$2.65M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$222K
3
Morgan Stanley
Morgan Stanley
New York
-$54K
4
Osaic Holdings
Osaic Holdings
Arizona
-$30.4K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$7.78K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.48M -$30.4K -1,971 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.16M -$4.59K -298 -0.4%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$827K -$7.78K -505 -1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$748K +$692K +44,915 New
WB
5
WesBanco Bank
West Virginia
$570K -$2.65M -171,916 -83%
BCM
6
Bridgeway Capital Management
Texas
$450K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$442K +$2.14K +139 +0.5%
Renaissance Technologies
8
Renaissance Technologies
New York
$383K +$38.1K +2,475 +12%
KOC
9
Koss-Olinger Consulting
Florida
$365K +$3.14K +204 +0.9%
BlackRock
10
BlackRock
New York
$352K +$11K +714 +3%
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$259K – – –
RA
12
Raffles Associates
New York
$250K – – –
FFA
13
Founders Financial Alliance
North Carolina
$190K +$170 +11 +0.1%
Financial Engines Advisors
14
Financial Engines Advisors
California
$189K – – –
Northern Trust
15
Northern Trust
Illinois
$170K +$158K +10,244 New
Morgan Stanley
16
Morgan Stanley
New York
$90K -$54K -3,507 -39%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$25K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17K – – –
CWS
19
Confluence Wealth Services
Pennsylvania
$16K +$15.4K +1,000 New
TRCT
20
Tower Research Capital (TRC)
New York
$11K +$3.76K +244 +59%
UBS Group
21
UBS Group
Switzerland
$6K +$46 +3 +0.9%
CFCI
22
Comprehensive Financial Consultants Institutional
Indiana
$4K +$3.88K +252 New
Wells Fargo
23
Wells Fargo
California
$1K +$15 +1 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
– -$222K -15,490 Closed
Bank of America
25
Bank of America
North Carolina
– -$1K -62 Closed

UBCP Hedge Fund Activity: Q4 2021 in Review

23 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q4 2021, worth a combined $8M — down 9.1% from $8.79M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UBCP positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $692K. The largest seller was WesBanco Bank, cutting an estimated $2.65M.

  • 23 institutional investors held United Bancorp (UBCP) as of Q4 2021, up from 22 in Q3 2021.
  • Funds reported $8M of United Bancorp stock for Q4 2021, down 9.1% quarter-over-quarter.
  • 4 funds opened new United Bancorp positions in Q4 2021 and 2 closed out, a net change of +2 holders.
  • The largest United Bancorp buyer in Q4 2021 was AllianceBernstein, an estimated $692K added.
  • The largest United Bancorp seller in Q4 2021 was WesBanco Bank, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2021.