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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 %
CWC
301
Carolinas Wealth Consulting
North Carolina
$3.36K -$36 -1 -1%
T
302
Tidemark
California
$3.26K – – –
BIA
303
Bell Investment Advisors
California
$2.9K – – –
FFA
304
Farther Finance Advisors
California
$2.85K – – –
BWL
305
Bogart Wealth LLC
Virginia
$2.54K – – –
S
306
SignatureFD
Georgia
$2.54K +$1.04K +29 +69%
MG
307
Mather Group
Illinois
$2.4K +$2.4K +64 New
JWA
308
JFS Wealth Advisors
Pennsylvania
$2.22K +$966 +27 +77%
SAM
309
Smartleaf Asset Management
Massachusetts
$2.16K +$2.16K +61 New
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$2K +$267 +8 +15%
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$1.86K – – –
SIC
312
SJS Investment Consulting
Ohio
$1.22K – – –
GWM
313
Geneos Wealth Management
Colorado
$931 +$931 +26 New
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$752 +$107 +3 +17%
TWP
315
TFO Wealth Partners
Ohio
$286 – – –
FIA
316
FNY Investment Advisers
New York
$103 – – –
FGAM
317
Financial Gravity Asset Management
Texas
$82 +$82 +2 New
TC
318
TwinBeech Capital
New York
– -$2.65M -70,695 Closed
LODC
319
Lanham O'Dell & Company
West Virginia
– -$1.32M -35,038 Closed
Balyasny Asset Management
320
Balyasny Asset Management
Illinois
– -$1.26M -33,494 Closed
EGM
321
Engineers Gate Manager
New York
– -$1.13M -30,140 Closed
FF
322
Friedenthal Financial
New Jersey
– -$728K -19,378 Closed
CC
323
Centiva Capital
New York
– -$657K -17,488 Closed
GCA
324
Greenwood Capital Associates
South Carolina
– -$434K -11,568 Closed
DADC
325
D.A. Davidson & Co
Montana
– -$407K -10,843 Closed
10 11 12
13
14