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United Bancorp
UBCP

Overview Fund Activity

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
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
–

Top Buyers

1
WB
WesBanco Bank
West Virginia
$547K
2
Citadel Advisors
Citadel Advisors
Florida
$159K
3
Northern Trust
Northern Trust
Illinois
$329K
4
FFA
Founders Financial Alliance
North Carolina
$476K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$528K

Top Sellers

1
State Street
State Street
Massachusetts
$0
2
BP
BBR Partners
New York
$0
3
CFS
Commonwealth Financial Services
West Virginia
$1.05M
4
Bank of America
Bank of America
North Carolina
$1K
5
BlackRock
BlackRock
New York
$313K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
1
Commonwealth Financial Services
West Virginia
$1.05M -$113K -8,752 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$894K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$633K – – –
TKP
4
Tallon Kerry Patrick
$584K +$584K +44,100 New
PRTG
5
Post Resch Tallon Group
New York
$584K +$584K +44,100 New
VFPW
6
Vantage Financial Partners (Wisconsin)
Wisconsin
$570K – – –
BG
7
Bahl & Gaynor
Ohio
$558K – – –
WB
8
WesBanco Bank
West Virginia
$547K +$189K +14,550 +53%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$528K +$27.4K +2,125 +5%
FFA
10
Founders Financial Alliance
North Carolina
$476K +$47.2K +3,633 +11%
VF
11
Vawter Financial
Ohio
$470K – – –
Northern Trust
12
Northern Trust
Illinois
$329K +$94.4K +7,264 +40%
BlackRock
13
BlackRock
New York
$313K -$8.87K -682 -3%
KOC
14
Koss-Olinger Consulting
Florida
$303K – – –
WIA
15
Wealthedge Investment Advisors
New York
$258K +$258K +20,021 New
RA
16
Raffles Associates
New York
$200K +$91 +7 +0%
Citadel Advisors
17
Citadel Advisors
Florida
$159K +$159K +12,330 New
Morgan Stanley
18
Morgan Stanley
New York
$130K -$3.9K -300 -3%
LWCFA
19
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.3K – – –
UBS Group
20
UBS Group
Switzerland
$69.8K +$65 +5 +0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$38.9K +$195 +15 +0.5%
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.68K +$91 +7 +1%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$3.99K +$3.99K +309 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Bank of America
25
Bank of America
North Carolina
$1K -$15.4K -1,183 -94%
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