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United Bancorp

24 hedge funds and large institutions have $7.37M invested in United Bancorp in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

7% more capital invested

Capital invested by funds: $6.9M → $7.37M (+$471K)

0.15% more ownership

Funds ownership: 9.29%9.43% (+0.15%)

4% less funds holding

Funds holding: 2524 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1
Commonwealth Financial Services
West Virginia
$1.18M +$12.1K +988 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$912K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$645K -$24.8K -2,019 -4%
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$581K
BG
5
Bahl & Gaynor
Ohio
$563K +$526K +42,900 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$510K +$66.9K +5,455 +16%
VF
7
Vawter Financial
Ohio
$479K +$1.32K +108 +0.3%
FFA
8
Founders Financial Alliance
North Carolina
$433K -$55.3K -4,509 -12%
WB
9
WesBanco Bank
West Virginia
$361K -$240K -19,578 -42%
BlackRock
10
BlackRock
New York
$325K -$184K -15,007 -38%
KOC
11
Koss-Olinger Consulting
Florida
$306K
Northern Trust
12
Northern Trust
Illinois
$237K +$1.35K +110 +0.6%
RA
13
Raffles Associates
New York
$201K
Morgan Stanley
14
Morgan Stanley
New York
$135K
State Street
15
State Street
Massachusetts
$132K
BP
16
BBR Partners
New York
$131K +$123K +10,000 New
LWCFA
17
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$90.6K
UBS Group
18
UBS Group
Switzerland
$70.4K +$61K +4,973 +1,275%
Osaic Holdings
19
Osaic Holdings
Arizona
$39K -$1.64K -134 -4%
Bank of America
20
Bank of America
North Carolina
$16.5K +$478 +39 +3%
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.66K +$86 +7 +1%
TRCT
22
Tower Research Capital (TRC)
New York
$4.84K -$6.92K -564 -60%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$3K
Wells Fargo
24
Wells Fargo
California
$11 +$12 +1 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$164K -13,035 Closed

UBCP Hedge Fund Activity: Q3 2024 in Review

24 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q3 2024, worth a combined $7.37M — up 6.8% from $6.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UBCP and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was Bahl & Gaynor, opening a new position worth an estimated $526K. The largest seller was WesBanco Bank, cutting an estimated $240K.

  • 24 institutional investors held United Bancorp (UBCP) as of Q3 2024, down from 25 in Q2 2024.
  • Funds reported $7.37M of United Bancorp stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 3 funds opened new United Bancorp positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest United Bancorp buyer in Q3 2024 was Bahl & Gaynor, an estimated $526K added.
  • The largest United Bancorp seller in Q3 2024 was WesBanco Bank, an estimated $240K sold.

Based on aggregated 13F filings for Q3 2024.