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United Bankshares

326 hedge funds and large institutions have $3.53B invested in United Bankshares in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.4M

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

4% more funds holding

Funds holding: 314326 (+12)

9% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 103

4% more capital invested

Capital invested by funds: $3.39B → $3.53B (+$144M)

0.23% less ownership

Funds ownership: 70.22%69.99% (-0.23%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
112
Reduced
103
Closed
27
Calls
$2.94M
Puts
$1.4M
Net Calls
+$1.55M
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$5.08M +$409K +10,086 +9%
SBH
52
Segall Bryant & Hamill
Illinois
$4.88M +$979K +24,159 +25%
MOACM
53
Mutual of America Capital Management
New York
$4.48M +$101K +2,493 +2%
SGCIA
54
Smith Graham & Co Investment Advisors
Texas
$4.48M -$14.9K -368 -0.3%
Federated Hermes
55
Federated Hermes
Pennsylvania
$3.93M +$526K +12,965 +15%
Canada Life
56
Canada Life
Manitoba, Canada
$3.89M +$389K +9,603 +11%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$3.89M +$132K +3,248 +4%
LPL Financial
58
LPL Financial
California
$3.86M +$13K +321 +0.3%
RJA
59
Raymond James & Associates
Florida
$3.83M +$495K +12,219 +15%
TPSF
60
Texas Permanent School Fund
Texas
$3.67M -$254K -6,259 -6%
AB
61
Amalgamated Bank
New York
$3.65M +$57.3K +1,413 +2%
GC
62
Guggenheim Capital
Illinois
$3.61M +$3.27M +80,609 +948%
American Century Companies
63
American Century Companies
Missouri
$3.5M -$147K -3,628 -4%
EWA
64
EP Wealth Advisors
California
$3.38M
AM
65
AGF Management
Ontario, Canada
$3.34M +$3.34M +82,434 New
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$3.22M +$204K +5,024 +7%
UBS Group
67
UBS Group
Switzerland
$3.2M -$163K -4,013 -5%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$3.17M -$99.5K -2,455 -3%
Creative Planning
69
Creative Planning
Kansas
$3.15M +$112K +2,759 +4%
Comerica Bank
70
Comerica Bank
Texas
$3.03M -$53.7K -1,325 -2%
Franklin Resources
71
Franklin Resources
California
$3.03M +$401K +9,893 +15%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$2.99M +$27.6K +680 +0.9%
WPW
73
Waldron Private Wealth
Pennsylvania
$2.84M
NAM
74
NTV Asset Management
West Virginia
$2.83M +$24.3K +600 +0.9%
Barclays
75
Barclays
United Kingdom
$2.82M +$1.11M +27,434 +65%