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United Bankshares
UBSI

Overview Fund Activity

296 hedge funds and large institutions have $2.91B invested in United Bankshares in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-13
Holders Change %
-4.21%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
94
Reduced
107
Closed
40
Calls
$5.85M
Puts
$1.04M
Net Calls
+$4.81M
Net Calls Change
+$4.11M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$151M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.31M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$4.54M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.98M
5
CIP
5
Chartwell Investment Partners
Pennsylvania
$8.47M

Top Sellers

1
State Street
1
State Street
Massachusetts
$394M
2
Ameriprise
2
Ameriprise
Minnesota
$10.6M
3
BlackRock
3
BlackRock
New York
$578M
4
Norges Bank
4
Norges Bank
Norway
$32.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$418M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
126
Renaissance Technologies
New York
$921K +$921K +31,033 New
KWM
127
Kingsview Wealth Management
Oregon
$914K +$89 +3 +0%
KA
128
Klingman & Associates
New York
$908K +$297K +10,000 +49%
TP
129
Tranquility Partners
Tennessee
$896K – – –
NMIMC
130
Northwestern Mutual Investment Management Company
Wisconsin
$887K +$3.59K +121 +0.4%
Osaic Holdings
131
Osaic Holdings
Arizona
$867K -$265K -8,962 -23%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$831K -$96.2K -3,242 -10%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$822K +$69.2K +2,335 +9%
Prudential Financial
134
Prudential Financial
New Jersey
$814K -$93.9K -3,166 -10%
HI
135
HBK Investments
Texas
$813K +$813K +27,412 New
NMERB
136
New Mexico Educational Retirement Board
New Mexico
$813K +$89K +3,000 +12%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$804K -$115K -3,877 -13%
EP
138
Edgestream Partners
New Jersey
$761K +$761K +25,645 New
Cerity Partners
139
Cerity Partners
New York
$754K +$314K +10,499 +71%
HighTower Advisors
140
HighTower Advisors
Illinois
$736K +$333K +11,166 +83%
E
141
Ergoteles
New York
$730K -$2.27M -76,579 -76%
ROC
142
River Oaks Capital
Minnesota
$718K -$994K -33,500 -58%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$706K +$65.7K +2,217 +10%
Pacer Advisors
144
Pacer Advisors
Pennsylvania
$700K +$700K +23,600 New
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$679K +$54.1K +1,822 +9%
US Bancorp
146
US Bancorp
Minnesota
$670K +$138K +4,662 +26%
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
$657K – – –
HWA
148
Heritage Wealth Advisors
Virginia
$642K +$148K +5,000 +30%
MC
149
Moors & Cabot
Massachusetts
$637K -$5.37K -181 -0.8%
LTAS
150
Linden Thomas Advisory Services
North Carolina
$617K +$16.9K +569 +3%
4 5
6
7 8