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United Bancorp

25 hedge funds and large institutions have $5.49M invested in United Bancorp in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding

Funds holding: 2125 (+4)

15% more capital invested

Capital invested by funds: $4.78M → $5.49M (+$718K)

1.35% more ownership

Funds ownership: 7.02%8.37% (+1.3%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1
Commonwealth Financial Services
West Virginia
$1.11M +$1.13M +96,230 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$797K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$573K -$10K -855 -2%
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$404K +$8.7K +742 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$356K
WB
6
WesBanco Bank
West Virginia
$342K
FFA
7
Founders Financial Alliance
North Carolina
$294K +$270 +23 +0.1%
KOC
8
Koss-Olinger Consulting
Florida
$270K
BlackRock
9
BlackRock
New York
$261K -$9.77K -833 -4%
AllianceBernstein
10
AllianceBernstein
Tennessee
$250K -$231K -19,706 -48%
BCM
11
Bridgeway Capital Management
Texas
$214K
RA
12
Raffles Associates
New York
$173K
Northern Trust
13
Northern Trust
Illinois
$123K -$2.51K -214 -2%
State Street
14
State Street
Massachusetts
$116K -$1.17K -100 -1%
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74.1K
Morgan Stanley
16
Morgan Stanley
New York
$58K
Osaic Holdings
17
Osaic Holdings
Arizona
$34.6K +$11.6K +991 +49%
TRCT
18
Tower Research Capital (TRC)
New York
$14.2K -$8.93K -762 -38%
Bank of America
19
Bank of America
North Carolina
$13.6K +$13.8K +1,175 New
UBS Group
20
UBS Group
Switzerland
$6.08K +$59 +5 +1%
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.99K
Wells Fargo
22
Wells Fargo
California
$472 +$23 +2 +5%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$370 +$375 +32 New
NA
24
NewEdge Advisors
Louisiana
$12 +$12 +1 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$938 -80 -69%

UBCP Hedge Fund Activity: Q3 2023 in Review

25 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q3 2023, worth a combined $5.49M — up 15% from $4.78M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UBCP positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $13.8K. The largest seller was AllianceBernstein, cutting an estimated $231K.

  • 25 institutional investors held United Bancorp (UBCP) as of Q3 2023, up from 21 in Q2 2023.
  • Funds reported $5.49M of United Bancorp stock for Q3 2023, up 15% quarter-over-quarter.
  • 4 funds opened new United Bancorp positions in Q3 2023 and 0 closed out, a net change of +4 holders.
  • The largest United Bancorp buyer in Q3 2023 was Bank of America, an estimated $13.8K added.
  • The largest United Bancorp seller in Q3 2023 was AllianceBernstein, an estimated $231K sold.

Based on aggregated 13F filings for Q3 2023.