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United Bankshares
UBSI

Overview Fund Activity

279 hedge funds and large institutions have $3.15B invested in United Bankshares in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
101
Reduced
88
Closed
25
Calls
$2.08M
Puts
$1.14M
Net Calls
+$945K
Net Calls Change
-$1.15M

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$120M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$119M
3
State Street
3
State Street
Massachusetts
$421M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$463M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.96M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$81.9M
4
BlackRock
4
BlackRock
New York
$652M
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
176
EPG Wealth Management
Georgia
$381K +$52.6K +1,440 +16%
AQR Capital Management
177
AQR Capital Management
Connecticut
$370K -$539K -14,762 -59%
AWA
178
Arkadios Wealth Advisors
Georgia
$364K +$15.9K +435 +5%
COI
179
Connable Office Inc
Michigan
$361K -$94.4K -2,589 -21%
CGH
180
Crossmark Global Holdings
Texas
$360K -$2.23K -61 -0.6%
BJL
181
Brighton Jones LLC
Washington
$351K – – –
VFA
182
Valeo Financial Advisors
Indiana
$345K – – –
IIC
183
Integrated Investment Consultants
Michigan
$343K +$92.4K +2,534 +37%
Chevy Chase Trust
184
Chevy Chase Trust
Maryland
$329K – – –
AO
185
Advisor OS
Illinois
$323K – – –
VI
186
Versor Investments
New York
$321K +$321K +8,800 New
PBO
187
Peoples Bank (Ohio)
Ohio
$320K -$22.6K -619 -7%
TA
188
Teton Advisors
New York
$318K – – –
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$317K +$4.16K +113 +1%
AA
190
ALPS Advisors
Colorado
$309K – – –
DWM
191
Doyle Wealth Management
Florida
$309K – – –
DHFB
192
Dixon Hubard Feinour & Brown
Virginia
$308K – – –
PAMU
193
Pictet Asset Management (UK)
United Kingdom
$304K -$54.7K -1,500 -15%
DC
194
Davenport & Co
Virginia
$297K +$182 +5 +0.1%
BAM
195
Belpointe Asset Management
Nevada
$294K +$6.35K +174 +2%
Acadian Asset Management
196
Acadian Asset Management
Massachusetts
$283K +$72.9K +1,998 +35%
HighTower Advisors
197
HighTower Advisors
Illinois
$278K -$406 -11 -0.1%
AAM
198
Aureus Asset Management
Massachusetts
$271K +$271K +7,415 New
Stifel Financial
199
Stifel Financial
Missouri
$266K -$18K -494 -6%
SAM
200
Shell Asset Management
Netherlands
$261K -$274K -7,512 -51%
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