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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
1
UBS Group
Switzerland
$41.5M
2
State Street
2
State Street
Massachusetts
$321M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$21.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$49.4M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$10.6M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.49M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Jane Street
3
Jane Street
New York
$1.03M
4
Victory Capital Management
4
Victory Capital Management
Texas
$146M
5
SAM
5
Silvercrest Asset Management
New York
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
351
ExodusPoint Capital Management
New York
– -$350K -9,428 Closed
PAS
352
Point72 Asia (Singapore)
Singapore
– -$350K -9,422 Closed
SG Americas Securities
353
SG Americas Securities
New York
– -$312K -8,406 Closed
SWA
354
Stratos Wealth Advisors
Ohio
– -$304K -8,201 Closed
D.E. Shaw & Co
355
D.E. Shaw & Co
New York
– -$297K -8,015 Closed
SIG
356
Sargent Investment Group
Maryland
– -$284K -7,645 Closed
UCFA
357
United Capital Financial Advisors
Texas
– -$283K -7,640 Closed
LP
358
LMR Partners
United Kingdom
– -$277K -7,471 Closed
VT
359
Vise Technologies
New York
– -$273K -7,356 Closed
SMA
360
Sage Mountain Advisors
Georgia
– -$226K -6,083 Closed
VPWA
361
Vestia Personal Wealth Advisors
Indiana
– -$219K -5,899 Closed
CC
362
Centiva Capital
New York
– -$213K -5,742 Closed
MSA
363
Marathon Strategic Advisors
Pennsylvania
– -$206K -5,565 Closed
CSPIA
364
Cary Street Partners Investment Advisory
Virginia
– -$205K -5,519 Closed
SCM
365
Shelton Capital Management
Colorado
– -$203K -5,484 Closed
AWM
366
Accurate Wealth Management
Florida
– -$204K -5,368 Closed
CFM
367
Catalyst Funds Management
Australia
– -$74.2K -2,000 Closed
APC
368
Aspire Private Capital
North Carolina
– -$42K -1,131 Closed
Allspring Global Investments
369
Allspring Global Investments
North Carolina
– -$24.3K -656 Closed
JIP
370
Jaffetilchin Investment Partners
Florida
– -$22.8K -614 Closed
SWM
371
Spire Wealth Management
Virginia
– -$17.6K -473 Closed
MIM
372
Macroview Investment Management
Maryland
– -$5.6K -151 Closed
Lazard Asset Management
373
Lazard Asset Management
New York
– -$1K -46 Closed
CPA
374
Capital Performance Advisors
California
– -$853 -23 Closed
CA
375
Claris Advisors
Missouri
– -$334 -9 Closed
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