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United Bankshares
UBSI

Overview Fund Activity

270 hedge funds and large institutions have $2.38B invested in United Bankshares in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 106 increasing their positions, 56 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+28
Holders Change %
+11.57%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
67
Increased
106
Reduced
56
Closed
38
Calls
$885K
Puts
$869K
Net Calls
+$16K
Net Calls Change
-$1.31M

Top Buyers

1
State Street
1
State Street
Massachusetts
$346M
2
BlackRock
2
BlackRock
New York
$465M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$344M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$62.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$168M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$21.1M
2
GLA
2
Great Lakes Advisors
Illinois
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$50.6M
4
Truist Financial
4
Truist Financial
North Carolina
$7.73M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Glenmede Trust
Pennsylvania
$27K – – –
CFD
227
Creative Financial Designs
Indiana
$25K +$25K +900 New
PAM
228
Panagora Asset Management
Massachusetts
$24K +$24K +873 New
Bessemer Group
229
Bessemer Group
New Jersey
$23K -$76.8K -2,790 -77%
PIMG
230
Patriot Investment Management Group
Tennessee
$21.4K +$21.4K +775 New
PA
231
Parallel Advisors
California
$20K +$13.5K +494 +208%
PAG
232
Private Advisor Group
New Jersey
$20K +$20K +737 New
Fidelity Investments
233
Fidelity Investments
Massachusetts
$18K -$37.4K -1,375 -68%
CWA
234
Carolina Wealth Advisors
South Carolina
$16K +$16K +571 New
BWA
235
BDO Wealth Advisors
Florida
$14K +$14K +500 New
GWS
236
Glassman Wealth Services
Virginia
$13K -$29 -1 -0.2%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$13K +$534 +20 +4%
IA
238
IFP Advisors
Florida
$12K -$8.25K -293 -41%
LWM
239
Liberty Wealth Management
California
$11K +$6.25K +233 +132%
AWM
240
Apollon Wealth Management
South Carolina
$11K +$11K +406 New
CAW
241
Cornerstone Advisors (Washington)
Washington
$9K -$4.26K -153 -32%
BCA
242
Berman Capital Advisors
Georgia
$9K – – –
CIA
243
CSat Investment Advisory
Michigan
$8K -$2.71K -102 -25%
SFS
244
Sowell Financial Services
Arkansas
$8K – – –
AW
245
Alpha Windward
Massachusetts
$7K -$5.64K -191 -45%
DOA
246
D'Orazio & Associates
Virginia
$6K – – –
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$6K +$6K +206 New
MIM
248
Macroview Investment Management
Maryland
$4K – – –
TWA
249
TCI Wealth Advisors
Arizona
$4K – – –
NICM
250
Neo Ivy Capital Management
New York
$4K +$4K +128 New
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10
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