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United Security Bancshares
UBFO

Overview Fund Activity

38 hedge funds and large institutions have $32.7M invested in United Security Bancshares in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
11
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$247K
2
EF
Empowered Funds
Pennsylvania
+$225K
3
AllianceBernstein
AllianceBernstein
Tennessee
+$198K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$193K
5
BFC
Banc Funds Company
Illinois
+$166K

Top Sellers

1
SVBP
Strategic Value Bank Partners
Ohio
-$5.95M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$254K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$212K
4
TRCT
Tower Research Capital (TRC)
New York
-$172K
5
BCM
BHZ Capital Management
California
-$163K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$114K +$18.3K +2,751 +19%
RCM
27
RB Capital Management
Nevada
$113K – – –
RWM
28
Ritholtz Wealth Management
New York
$109K +$109K +16,405 New
HSBC Holdings
29
HSBC Holdings
United Kingdom
$84.4K – – –
Goldman Sachs
30
Goldman Sachs
New York
$82.8K +$1.02K +153 +1%
SRIM
31
Saratoga Research & Investment Management
California
$73.3K +$73.3K +11,000 New
CSC
32
Caldwell Sutter Capital
California
$67K +$20.4K +3,065 +44%
Wells Fargo
33
Wells Fargo
California
$34K +$27 +4 +0.1%
LSV Asset Management
34
LSV Asset Management
Illinois
$33K – – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1K +$636 +56 +175%
TRCT
37
Tower Research Capital (TRC)
New York
$819 -$172K -25,839 -100%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$619 -$2.74K -411 -82%
SVBP
39
Strategic Value Bank Partners
Ohio
– -$5.95M -932,491 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$212K -33,225 Closed
BCM
41
BHZ Capital Management
California
– -$163K -25,488 Closed
HF
42
HRT Financial
New York
– -$93K -14,706 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$86.2K -13,514 Closed
Stifel Financial
44
Stifel Financial
Missouri
– -$83.8K -13,127 Closed
Bank of America
45
Bank of America
North Carolina
– -$75.8K -11,875 Closed
UBS Group
46
UBS Group
Switzerland
– -$26.7K -4,191 Closed
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
– -$19K -3,007 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
– -$612 -96 Closed
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