UBSI icon

United Bankshares
UBSI

Overview Fund Activity

309 hedge funds and large institutions have $3.64B invested in United Bankshares in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
4.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
109
Reduced
91
Closed
47
Calls
$5.25M
Puts
$2.03M
Net Calls
+$3.21M
Net Calls Change
+$3.44M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$106M
2
Morgan Stanley
Morgan Stanley
New York
$73.2M
3
EARNEST Partners
EARNEST Partners
Georgia
$160M
4
VNIM
Vaughan Nelson Investment Management
Texas
$42.9M
5
BlackRock
BlackRock
New York
$750M

Top Sellers

1
SAM
Silvercrest Asset Management
New York
$88.8M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$57.5M
3
HF
HRT Financial
New York
$0
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.5K
5
Millennium Management
Millennium Management
New York
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
176
Los Angeles Capital Management
California
$440K +$440K +11,707 New
BMWM
177
Brown Miller Wealth Management
Virginia
$438K +$5.63K +150 +1%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$436K +$40.8K +1,087 +10%
GCA
179
Greenwood Capital Associates
South Carolina
$434K +$434K +11,568 New
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$426K +$426K +11,340 New
SAM
181
Securian Asset Management
Minnesota
$425K -$3.76K -100 -0.9%
Schroder Investment Management Group
182
Schroder Investment Management Group
United Kingdom
$422K +$422K +11,050 New
NA
183
NewEdge Advisors
Louisiana
$420K +$5.45K +145 +1%
TSS
184
Two Sigma Securities
New York
$420K +$420K +11,184 New
LNC
185
Lincoln National Corp
Pennsylvania
$420K +$31.4K +837 +8%
DADC
186
D.A. Davidson & Co
Montana
$407K -$3.72K -99 -0.9%
CFP
187
Curran Financial Partners
South Carolina
$399K – – –
CHC
188
City Holding Co
West Virginia
$398K -$28.2K -750 -7%
KAS
189
Kestra Advisory Services
Texas
$387K -$54.3K -1,447 -12%
II
190
Inspire Investing
Idaho
$383K -$33.4K -889 -8%
BAM
191
Belpointe Asset Management
Nevada
$380K +$939 +25 +0.2%
IA
192
IFP Advisors
Florida
$375K -$29.7K -791 -7%
PA
193
Profund Advisors
Maryland
$375K -$488 -13 -0.1%
SIG
194
Sargent Investment Group
Maryland
$372K – – –
SFA
195
Sequoia Financial Advisors
Ohio
$366K +$366K +9,759 New
JPWM
196
Jamison Private Wealth Management
Georgia
$351K – – –
HF
197
Halpern Financial
Virginia
$346K – – –
Lazard Asset Management
198
Lazard Asset Management
New York
$344K +$344K +9,185 New
CGH
199
Crossmark Global Holdings
Texas
$343K -$24.6K -654 -7%
FRM
200
Fox Run Management
Connecticut
$342K +$342K +9,097 New
6 7
8
9 10