UBSI icon

United Bankshares
UBSI

Overview Fund Activity

296 hedge funds and large institutions have $2.91B invested in United Bankshares in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-13
Holders Change %
-4.21%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
94
Reduced
107
Closed
40
Calls
$5.85M
Puts
$1.04M
Net Calls
+$4.81M
Net Calls Change
+$4.11M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$151M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.31M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$4.54M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.98M
5
CIP
Chartwell Investment Partners
Pennsylvania
$8.47M

Top Sellers

1
State Street
State Street
Massachusetts
$394M
2
Ameriprise
Ameriprise
Minnesota
$10.6M
3
BlackRock
BlackRock
New York
$578M
4
Norges Bank
Norges Bank
Norway
$32.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$418M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
276
Concourse Financial Group Securities
Alabama
$3.42K -$2.97K -99 -46%
BTI
277
Blue Trust Inc
Georgia
$3K -$34.6K -1,291 -92%
HCP
278
Hexagon Capital Partners
Arkansas
$2.85K +$2.76K +93 +3,100%
JWA
279
JFS Wealth Advisors
Pennsylvania
$2.46K -$890 -30 -27%
GA
280
GoalVest Advisory
New York
$2.43K +$2.43K +82 New
CWC
281
Carolinas Wealth Consulting
North Carolina
$2.17K -$386 -13 -15%
BWL
282
Bogart Wealth LLC
Virginia
$2.11K – – –
BIA
283
Bell Investment Advisors
California
$1.87K – – –
FMII
284
Farmers & Merchants Investments Inc
Nebraska
$1.84K – – –
CCA
285
Column Capital Advisors
Indiana
$1.72K – – –
VCM
286
Versant Capital Management
Arizona
$1.19K +$979 +33 +471%
FGAM
287
Financial Gravity Asset Management
Texas
$1.17K -$194 -5 -14%
FCA
288
FinTrust Capital Advisors
South Carolina
$1.13K – – –
DI
289
Disciplined Investments
Oklahoma
$801 -$89 -3 -10%
EWA
290
EverSource Wealth Advisors
Alabama
$771 -$3.11K -105 -80%
SIC
291
SJS Investment Consulting
Ohio
$683 +$119 +4 +21%
MFT
292
Moisand Fitzgerald Tamayo
Florida
$594 – – –
GWS
293
Glassman Wealth Services
Virginia
$564 – – –
FFA
294
Farther Finance Advisors
California
$267 – – –
TWP
295
TFO Wealth Partners
Ohio
$237 – – –
AF
296
Allworth Financial
California
$149 – – –
Millennium Management
297
Millennium Management
New York
– -$4.93M -139,941 Closed
HF
298
HRT Financial
New York
– -$3.9M -110,870 Closed
CNAM
299
Campbell Newman Asset Management
Wisconsin
– -$1.38M -39,263 Closed
CFAM
300
Coury Firm Asset Management
Pennsylvania
– -$1.15M -32,732 Closed
10 11
12
13 14