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United Bancorp
UBCP

Overview Fund Activity

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.

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

1
Morgan Stanley
1
Morgan Stanley
New York
$294K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$163K
3
LPL Financial
3
LPL Financial
California
$135K
4
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$564K
5
Northern Trust
5
Northern Trust
Illinois
$250K

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
WB
2
WesBanco Bank
West Virginia
$317K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.81K
4
BlackRock
4
BlackRock
New York
$289K
5
TRCT
5
Tower Research Capital (TRC)
New York
$14K
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
1
Commonwealth Financial Services
West Virginia
$1.24M 97,266 +1,036 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$891K 69,374 +413 +0.6%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$632K 49,611 – –
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$564K 44,270 +9,258 +26%
FFA
5
Founders Financial Alliance
North Carolina
$412K 32,053 +6,622 +26%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$392K 30,801 – –
WB
7
WesBanco Bank
West Virginia
$317K 24,726 -4,927 -17%
KOC
8
Koss-Olinger Consulting
Florida
$300K 23,338 – –
Morgan Stanley
9
Morgan Stanley
New York
$294K 22,912 +17,887 +356%
BlackRock
10
BlackRock
New York
$289K 22,484 -147 -0.6%
Northern Trust
11
Northern Trust
Illinois
$250K 19,508 +8,835 +83%
BCM
12
Bridgeway Capital Management
Texas
$236K 18,509 – –
RA
13
Raffles Associates
New York
$193K 15,000 – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$163K 12,788 +12,788 New
LPL Financial
15
LPL Financial
California
$135K 10,481 +10,481 New
State Street
16
State Street
Massachusetts
$128K 10,074 – –
LWCFA
17
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83.3K 6,917 – –
Bank of America
18
Bank of America
North Carolina
$16K 1,243 +68 +6%
TRCT
19
Tower Research Capital (TRC)
New York
$14K 1,090 -142 -12%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.81K 608 -2,391 -80%
UBS Group
21
UBS Group
Switzerland
$7.06K 550 +24 +5%
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.78K 500 – –
Wells Fargo
23
Wells Fargo
California
$4.84K 377 +336 +820%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3K 200 +200 New
GWM
25
Geneos Wealth Management
Colorado
$2.57K 200 +200 New
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