We are live on ! Find out more
UBCP icon

United Bancorp

21 hedge funds and large institutions have $4.78M invested in United Bancorp in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

1.66% less ownership

Funds ownership: 8.68%7.02% (-1.7%)

9% less funds holding

Funds holding: 2321 (-2)

34% less capital invested

Capital invested by funds: $7.23M → $4.78M (-$2.45M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$825K
Geode Capital Management
2
Geode Capital Management
Massachusetts
$603K
AllianceBernstein
3
AllianceBernstein
Tennessee
$495K -$151K -12,235 -23%
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$409K
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$368K
WB
6
WesBanco Bank
West Virginia
$354K -$3.75K -304 -1%
FFA
7
Founders Financial Alliance
North Carolina
$304K +$49.6K +4,020 +19%
BlackRock
8
BlackRock
New York
$281K +$150K +12,184 +108%
KOC
9
Koss-Olinger Consulting
Florida
$279K +$3.85K +312 +1%
BCM
10
Bridgeway Capital Management
Texas
$221K -$98.9K -8,016 -30%
RA
11
Raffles Associates
New York
$180K
Northern Trust
12
Northern Trust
Illinois
$130K +$134K +10,887 New
State Street
13
State Street
Massachusetts
$121K
LWCFA
14
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82.8K -$106K -8,619 -55%
Morgan Stanley
15
Morgan Stanley
New York
$60.1K
Osaic Holdings
16
Osaic Holdings
Arizona
$24K -$1.14M -92,179 -98%
TRCT
17
Tower Research Capital (TRC)
New York
$23.9K +$19.9K +1,614 +425%
UBS Group
18
UBS Group
Switzerland
$6.24K +$1.9K +154 +42%
BCMLT
19
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.99K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K +$1.34K +109 +1,557%
Wells Fargo
21
Wells Fargo
California
$470 +$25 +2 +5%
HNB
22
Huntington National Bank
Ohio
-$68.9K -4,753 Closed
BAM
23
Belpointe Asset Management
Nevada
-$26.7K -1,838 Closed
ASN
24
Advisory Services Network
Georgia
-$2.51K -173 Closed

UBCP Hedge Fund Activity: Q2 2023 in Review

21 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q2 2023, worth a combined $4.78M — down 34% from $7.23M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UBCP and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was BlackRock, adding an estimated $150K. The largest seller was Osaic Holdings, cutting an estimated $1.14M.

  • 21 institutional investors held United Bancorp (UBCP) as of Q2 2023, down from 23 in Q1 2023.
  • Funds reported $4.78M of United Bancorp stock for Q2 2023, down 34% quarter-over-quarter.
  • 1 fund opened new United Bancorp positions in Q2 2023 and 3 closed out, a net change of -2 holders.
  • The largest United Bancorp buyer in Q2 2023 was BlackRock, an estimated $150K added.
  • The largest United Bancorp seller in Q2 2023 was Osaic Holdings, an estimated $1.14M sold.

Based on aggregated 13F filings for Q2 2023.