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United Bancorp
UBCP

Overview Fund Activity

23 hedge funds and large institutions have $7.23M invested in United Bancorp in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-6
Holders Change %
-20.69%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$497K
2
FFA
Founders Financial Alliance
North Carolina
$310K
3
Osaic Holdings
Osaic Holdings
Arizona
$1.37M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$447K
5
BAM
Belpointe Asset Management
Nevada
$26.7K

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$778K
2
Financial Engines Advisors
Financial Engines Advisors
California
$0
3
LPL Financial
LPL Financial
California
$0
4
BlackRock
BlackRock
New York
$164K
5
LAM
Lakewood Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$1.37M +$29.7K +2,048 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1,000K -$88.5K -6,101 -8%
AllianceBernstein
3
AllianceBernstein
Tennessee
$778K -$323K -22,304 -29%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$732K – – –
VFPW
5
Vantage Financial Partners (Wisconsin)
Wisconsin
$497K +$497K +34,270 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$447K +$18.5K +1,274 +4%
WB
7
WesBanco Bank
West Virginia
$434K – – –
BCM
8
Bridgeway Capital Management
Texas
$385K -$6.89K -475 -2%
KOC
9
Koss-Olinger Consulting
Florida
$334K +$3.71K +256 +1%
FFA
10
Founders Financial Alliance
North Carolina
$310K +$42.1K +2,902 +16%
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$225K – – –
RA
12
Raffles Associates
New York
$218K – – –
BlackRock
13
BlackRock
New York
$164K -$117K -8,061 -42%
State Street
14
State Street
Massachusetts
$148K – – –
Morgan Stanley
15
Morgan Stanley
New York
$72.9K -$13.1K -903 -15%
HNB
16
Huntington National Bank
Ohio
$68.9K – – –
BAM
17
Belpointe Asset Management
Nevada
$26.7K +$11.8K +815 +80%
BCMLT
18
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.25K – – –
TRCT
19
Tower Research Capital (TRC)
New York
$6K +$3.11K +197 +108%
UBS Group
20
UBS Group
Switzerland
$5.32K -$24.2K -1,667 -82%
ASN
21
Advisory Services Network
Georgia
$2.51K – – –
Wells Fargo
22
Wells Fargo
California
$549 -$29.7K -2,000 -98%
Financial Engines Advisors
23
Financial Engines Advisors
California
– -$167K -11,355 Closed
LPL Financial
24
LPL Financial
California
– -$151K -10,224 Closed
LAM
25
Lakewood Asset Management
Illinois
– -$90K -6,116 Closed
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