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United Bankshares
UBSI

Overview Fund Activity

316 hedge funds and large institutions have $3.43B invested in United Bankshares in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+7
Holders Change %
+2.27%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
94
Reduced
113
Closed
26
Calls
$3.88M
Puts
$1.55M
Net Calls
+$2.32M
Net Calls Change
-$889K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$141M
2
Invesco
2
Invesco
Georgia
$30.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$278M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.08M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$46.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.3M
2
BlackRock
2
BlackRock
New York
$699M
3
Citadel Advisors
3
Citadel Advisors
Florida
$25.3M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$37.5M
5
SAM
5
Silvercrest Asset Management
New York
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
276
Bessemer Group
New Jersey
$22K +$15.4K +432 +232%
GJIA
277
Glass Jacobson Investment Advisors
Maryland
$21K – – –
RIL
278
Rothschild Investment LLC
Illinois
$21K +$358 +10 +2%
SIC
279
Salem Investment Counselors
North Carolina
$18.1K – – –
GI
280
GAMMA Investing
California
$15.6K +$2.04K +57 +15%
GG
281
Gleason Group
Kentucky
$15.1K +$143 +4 +1%
CSB
282
City State Bank
Iowa
$14K – – –
EWA
283
EverSource Wealth Advisors
Alabama
$13.2K +$3.31K +102 +33%
MCM
284
MV Capital Management
Maryland
$12.2K – – –
FMTCOCP
285
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
HI
286
Harbour Investments
Wisconsin
$10K – – –
UB
287
UMB Bank
Missouri
$9.95K +$1.5K +42 +18%
AF
288
Allworth Financial
California
$9.16K – – –
PWMG
289
Private Wealth Management Group
New Jersey
$9.02K – – –
FUBT
290
First United Bank & Trust
Maryland
$9.02K – – –
CTC
291
Central Trust Company
Missouri
$8.3K – – –
PA
292
Parallel Advisors
California
$8.09K – – –
BTI
293
Blue Trust Inc
Georgia
$7.73K -$9.81K -274 -56%
LF
294
LifeSteps Financial
California
$5.66K +$5.66K +158 New
MIM
295
Macroview Investment Management
Maryland
$5.4K – – –
QCG
296
Quadrant Capital Group
Ohio
$5.23K – – –
HWA
297
HHM Wealth Advisors
Tennessee
$4.69K – – –
GPI
298
General Partner Inc
Pennsylvania
$4.37K – – –
HCM
299
Hollencrest Capital Management
California
$4.33K – – –
CFGS
300
Concourse Financial Group Securities
Alabama
$4.09K – – –
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12
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