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United Bankshares
UBSI

Overview Fund Activity

279 hedge funds and large institutions have $3.15B invested in United Bankshares in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
101
Reduced
88
Closed
25
Calls
$2.08M
Puts
$1.14M
Net Calls
+$945K
Net Calls Change
-$1.15M

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$120M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$119M
3
State Street
3
State Street
Massachusetts
$421M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$463M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.96M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$81.9M
4
BlackRock
4
BlackRock
New York
$652M
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
251
Liberty Wealth Management
California
$11K +$115 +3 +1%
SB
252
Strategic Blueprint
Georgia
$10K +$10K +282 New
BCA
253
Berman Capital Advisors
Georgia
$9K -$5.1K -140 -36%
FCA
254
FinTrust Capital Advisors
South Carolina
$9K – – –
KFI
255
Key Financial Inc
Pennsylvania
$9K – – –
DOA
256
D'Orazio & Associates
Virginia
$8K – – –
PCG
257
Private Capital Group
Connecticut
$7K – – –
IA
258
IFP Advisors
Florida
$6K – – –
QCG
259
Quadrant Capital Group
Ohio
$6K +$3.19K +85 +113%
MGIM
260
M&G Investment Management
United Kingdom
$5.87K +$5.87K +158,587 New
SPIA
261
Steward Partners Investment Advisory
New York
$5K -$16.8K -500 -77%
MIM
262
Macroview Investment Management
Maryland
$5K – – –
JC
263
JCSD Capital
California
$4K -$1.36M -33,900 -100%
SL
264
Savior LLC
Massachusetts
$4K – – –
BWL
265
Bogart Wealth LLC
Virginia
$3K – – –
CFGS
266
Concourse Financial Group Securities
Alabama
$3K – – –
CWC
267
Carolinas Wealth Consulting
North Carolina
$3K +$800 +24 +36%
MAM
268
Meeder Asset Management
Ohio
$3K +$1.97K +46 +192%
CCA
269
Column Capital Advisors
Indiana
$2K – – –
GWS
270
Glassman Wealth Services
Virginia
$2K – – –
LC
271
Lindbrook Capital
California
$2K – – –
GRP
272
Global Retirement Partners
California
$2K +$40 +1 +2%
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +48 New
WPA
274
West Paces Advisors
Georgia
$1.86K +$1.86K +51 New
VCM
275
Versant Capital Management
Arizona
$1K -$625 -10 -38%
9 10
11
12 13