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United Bankshares
UBSI

Overview Fund Activity

345 hedge funds and large institutions have $3.75B invested in United Bankshares in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
121
Reduced
112
Closed
29
Calls
$4.56M
Puts
$912K
Net Calls
+$3.65M
Net Calls Change
-$721K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$34.7M
2
State Street
State Street
Massachusetts
+$29M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$11.2M
4
Goldman Sachs
Goldman Sachs
New York
+$10.7M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$10.6M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$8.47M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$6.19M
3
Jane Street
Jane Street
New York
-$5.03M
4
Victory Capital Management
Victory Capital Management
Texas
-$4.36M
5
SAM
Silvercrest Asset Management
New York
-$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
326
Versant Capital Management
Arizona
$3.34K +$2.29K +61 +218%
KI
327
Kapitalo Investimentos
Brazil
$3.27K +$3.27K +87 New
JWA
328
JFS Wealth Advisors
Pennsylvania
$3.16K – – –
BIA
329
Bell Investment Advisors
California
$3.04K – – –
CWC
330
Carolinas Wealth Consulting
North Carolina
$2.73K -$303 -8 -10%
BWL
331
Bogart Wealth LLC
Virginia
$2.67K – – –
BF
332
BOK Financial
Oklahoma
$2.18K +$2.18K +61 New
HIW
333
Holos Integrated Wealth
Pennsylvania
$2.18K +$2.18K +58 New
CFD
334
Creative Financial Designs
Indiana
$1.96K – – –
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$1.95K – – –
EWA
336
EverSource Wealth Advisors
Alabama
$1.8K -$563 -15 -24%
S
337
SignatureFD
Georgia
$1.58K – – –
SIC
338
SJS Investment Consulting
Ohio
$1.09K -$188 -5 -15%
CFGS
339
Concourse Financial Group Securities
Alabama
$1.07K – – –
QCG
340
Quadrant Capital Group
Ohio
$1.01K -$4.47K -119 -82%
PMAM
341
Picton Mahoney Asset Management
Ontario, Canada
$1K -$9.48K -294 -90%
DPW
342
DiNuzzo Private Wealth
Pennsylvania
$902 – – –
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$324 – – –
GFPC
344
Global Financial Private Client
Florida
$300 +$300 +8 New
PWM
345
Parkworth Wealth Management
California
$150 +$150 +4 New
AF
346
Advisornet Financial
Minnesota
$38 +$38 +1 New
Point72 Asset Management
347
Point72 Asset Management
Connecticut
– -$6.19M -166,746 Closed
Arrowstreet Capital
348
Arrowstreet Capital
Massachusetts
– -$1.91M -51,599 Closed
RAM
349
Readystate Asset Management
Illinois
– -$683K -18,422 Closed
Corient Private Wealth
350
Corient Private Wealth
Florida
– -$522K -14,063 Closed
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