We are live on ! Find out more
UBCP icon

United Bancorp
UBCP

28 hedge funds and large institutions have $6.58M invested in United Bancorp in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

20% more capital invested

Capital invested by funds: $5.49M → $6.58M (+$1.09M)

12% more funds holding

Funds holding: 25 → 28 (+3)

0.64% more ownership

Funds ownership: 8.37% → 9.01% (+0.64%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$198K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$141K
3
LPL Financial
LPL Financial
California
+$116K
4
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
+$102K
5
Northern Trust
Northern Trust
Illinois
+$97.7K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$250K
2
WB
WesBanco Bank
West Virginia
-$54.5K
3
Osaic Holdings
Osaic Holdings
Arizona
-$26.5K
4
BlackRock
BlackRock
New York
-$1.63K
5
TRCT
Tower Research Capital (TRC)
New York
-$1.57K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1
Commonwealth Financial Services
West Virginia
$1.24M +$11.5K +1,036 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$891K +$4.57K +413 +0.6%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$632K – – –
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$564K +$102K +9,258 +26%
FFA
5
Founders Financial Alliance
North Carolina
$412K +$73.3K +6,622 +26%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$392K – – –
WB
7
WesBanco Bank
West Virginia
$317K -$54.5K -4,927 -17%
KOC
8
Koss-Olinger Consulting
Florida
$300K – – –
Morgan Stanley
9
Morgan Stanley
New York
$294K +$198K +17,887 +356%
BlackRock
10
BlackRock
New York
$289K -$1.63K -147 -0.6%
Northern Trust
11
Northern Trust
Illinois
$250K +$97.7K +8,835 +83%
BCM
12
Bridgeway Capital Management
Texas
$236K – – –
RA
13
Raffles Associates
New York
$193K – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$163K +$141K +12,788 New
LPL Financial
15
LPL Financial
California
$135K +$116K +10,481 New
State Street
16
State Street
Massachusetts
$128K – – –
LWCFA
17
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83.3K – – –
Bank of America
18
Bank of America
North Carolina
$16K +$752 +68 +6%
TRCT
19
Tower Research Capital (TRC)
New York
$14K -$1.57K -142 -12%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.81K -$26.5K -2,391 -80%
UBS Group
21
UBS Group
Switzerland
$7.06K +$266 +24 +5%
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.78K – – –
Wells Fargo
23
Wells Fargo
California
$4.84K +$3.72K +336 +820%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.21K +200 New
GWM
25
Geneos Wealth Management
Colorado
$2.57K +$2.21K +200 New
1
2

UBCP Hedge Fund Activity: Q4 2023 in Review

28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q4 2023, worth a combined $6.58M — up 20% from $5.49M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UBCP positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $198K. The largest seller was AllianceBernstein, exiting entirely with an estimated $250K sold.

  • 28 institutional investors held United Bancorp (UBCP) as of Q4 2023, up from 25 in Q3 2023.
  • Funds reported $6.58M of United Bancorp stock for Q4 2023, up 20% quarter-over-quarter.
  • 5 funds opened new United Bancorp positions in Q4 2023 and 2 closed out, a net change of +3 holders.
  • The largest United Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $198K added.
  • The largest United Bancorp seller in Q4 2023 was AllianceBernstein, an estimated $250K sold.

Based on aggregated 13F filings for Q4 2023.