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United Bancorp
UBCP

23 hedge funds and large institutions have $8.35M invested in United Bancorp in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

0.17% less ownership

Funds ownership: 8.97% → 8.8% (-0.17%)

1% less capital invested

Capital invested by funds: $8.45M → $8.35M (-$102K)

4% less funds holding

Funds holding: 24 → 23 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$160K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$95.5K
3
FFA
Founders Financial Alliance
North Carolina
+$94.1K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$35.4K
5
Wells Fargo
Wells Fargo
California
+$31.3K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$186K
2
WB
WesBanco Bank
West Virginia
-$132K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$25K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$24.3K
5
BlackRock
BlackRock
New York
-$14.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.47M +$11.4K +726 +0.8%
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.44M -$24.3K -1,555 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.2M +$95.5K +6,101 +9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$813K +$4.57K +292 +0.6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$473K +$35.4K +2,259 +8%
BCM
6
Bridgeway Capital Management
Texas
$434K – – –
KOC
7
Koss-Olinger Consulting
Florida
$362K +$3.24K +207 +0.9%
WB
8
WesBanco Bank
West Virginia
$313K -$132K -8,427 -30%
BlackRock
9
BlackRock
New York
$310K -$14.5K -924 -5%
FFA
10
Founders Financial Alliance
North Carolina
$285K +$94.1K +6,011 +51%
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$250K – – –
RA
12
Raffles Associates
New York
$241K – – –
Financial Engines Advisors
13
Financial Engines Advisors
California
$182K – – –
LPL Financial
14
LPL Financial
California
$164K +$160K +10,208 New
State Street
15
State Street
Massachusetts
$163K – – –
Morgan Stanley
16
Morgan Stanley
New York
$95K – – –
HNB
17
Huntington National Bank
Ohio
$76K – – –
Wells Fargo
18
Wells Fargo
California
$33K +$31.3K +2,001 +5,558%
UBS Group
19
UBS Group
Switzerland
$24K +$1.72K +110 +8%
BC
20
Bartlett & Co
Ohio
$9K – – –
BCWM
21
Bartlett & Co Wealth Management
Ohio
$8.77K – – –
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K – – –
Renaissance Technologies
23
Renaissance Technologies
New York
– -$186K -11,378 Closed
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
– -$25K -1,500 Closed
TRCT
25
Tower Research Capital (TRC)
New York
– -$1K -64 Closed
1
2

UBCP Hedge Fund Activity: Q3 2022 in Review

23 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q3 2022, worth a combined $8.35M — down 1.2% from $8.45M 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 8 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $160K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $186K sold.

  • 23 institutional investors held United Bancorp (UBCP) as of Q3 2022, down from 24 in Q2 2022.
  • Funds reported $8.35M of United Bancorp stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 2 funds opened new United Bancorp positions in Q3 2022 and 3 closed out, a net change of -1 holder.
  • The largest United Bancorp buyer in Q3 2022 was LPL Financial, an estimated $160K added.
  • The largest United Bancorp seller in Q3 2022 was Renaissance Technologies, an estimated $186K sold.

Based on aggregated 13F filings for Q3 2022.