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United Bancorp

28 hedge funds and large institutions have $8.8M invested in United Bancorp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

19% more capital invested

Capital invested by funds: $7.37M → $8.8M (+$1.43M)

17% more funds holding

Funds holding: 2428 (+4)

2.29% more ownership

Funds ownership: 9.43%11.72% (+2.3%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1
Commonwealth Financial Services
West Virginia
$1.05M -$115K -8,752 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$894K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$633K
PRTG
4
Post Resch Tallon Group
New York
$584K +$580K +44,100 New
TKP
5
Tallon Kerry Patrick
$584K +$580K +44,100 New
VFPW
6
Vantage Financial Partners (Wisconsin)
Wisconsin
$570K
BG
7
Bahl & Gaynor
Ohio
$558K
WB
8
WesBanco Bank
West Virginia
$547K +$191K +14,550 +53%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$528K +$28K +2,125 +5%
FFA
10
Founders Financial Alliance
North Carolina
$476K +$47.8K +3,633 +11%
VF
11
Vawter Financial
Ohio
$470K
Northern Trust
12
Northern Trust
Illinois
$329K +$95.6K +7,264 +40%
BlackRock
13
BlackRock
New York
$313K -$8.97K -682 -3%
KOC
14
Koss-Olinger Consulting
Florida
$303K
WIA
15
Wealthedge Investment Advisors
New York
$258K +$263K +20,021 New
RA
16
Raffles Associates
New York
$200K +$92 +7 +0%
Citadel Advisors
17
Citadel Advisors
Florida
$159K +$162K +12,330 New
Morgan Stanley
18
Morgan Stanley
New York
$130K -$3.95K -300 -3%
LWCFA
19
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.3K
UBS Group
20
UBS Group
Switzerland
$69.8K +$66 +5 +0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$38.9K +$197 +15 +0.5%
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.68K +$92 +7 +1%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$3.98K +$4.07K +309 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3K
Bank of America
25
Bank of America
North Carolina
$1K -$15.6K -1,183 -94%

UBCP Hedge Fund Activity: Q4 2024 in Review

28 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q4 2024, worth a combined $8.8M — up 19% from $7.37M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UBCP positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was WesBanco Bank, adding an estimated $191K. The largest seller was State Street, exiting entirely with an estimated $132K sold.

  • 28 institutional investors held United Bancorp (UBCP) as of Q4 2024, up from 24 in Q3 2024.
  • Funds reported $8.8M of United Bancorp stock for Q4 2024, up 19% quarter-over-quarter.
  • 6 funds opened new United Bancorp positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest United Bancorp buyer in Q4 2024 was WesBanco Bank, an estimated $191K added.
  • The largest United Bancorp seller in Q4 2024 was State Street, an estimated $132K sold.

Based on aggregated 13F filings for Q4 2024.