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United Bankshares
UBSI

Overview Fund Activity

293 hedge funds and large institutions have $3.2B invested in United Bankshares in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
94
Reduced
101
Closed
20
Calls
$1.9M
Puts
$1.04M
Net Calls
+$855K
Net Calls Change
-$90K

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$33.3M
2
State Street
2
State Street
Massachusetts
$437M
3
RJA
3
Raymond James & Associates
Florida
$12M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$127M
5
SAM
5
Silvercrest Asset Management
New York
$127M

Top Sellers

1
BlackRock
1
BlackRock
New York
$625M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$457M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$80.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
201
Wellington Management Group
Massachusetts
$299K +$299K +8,219 New
BAM
202
Belpointe Asset Management
Nevada
$291K -$2.7K -74 -0.9%
Chevy Chase Trust
203
Chevy Chase Trust
Maryland
$283K -$44.7K -1,228 -14%
Man Group
204
Man Group
United Kingdom
$280K -$947K -26,076 -77%
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$270K +$270K +7,435 New
OTPPB
206
Ontario Teachers' Pension Plan Board
Ontario, Canada
$262K +$262K +7,190 New
II
207
Inspire Investing
Idaho
$252K -$374K -10,296 -60%
LWA
208
Lenox Wealth Advisors
New York
$251K – – –
Lido Advisors
209
Lido Advisors
California
$251K +$581 +16 +0.2%
SAM
210
Shell Asset Management
Netherlands
$249K -$10.9K -300 -4%
GLLW
211
Graves Light Lenhart Wealth
Virginia
$241K -$2.43K -67 -1%
SCM
212
Shelton Capital Management
Colorado
$241K – – –
EWM
213
Evermay Wealth Management
Virginia
$236K – – –
CA
214
Cetera Advisors
Colorado
$236K +$31.5K +866 +15%
ACA
215
Aptus Capital Advisors
Alabama
$230K +$230K +6,273 New
TRCT
216
Tower Research Capital (TRC)
New York
$228K -$778K -21,420 -77%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$204K -$13K -357 -6%
KA
218
Klingman & Associates
New York
$203K +$203K +5,587 New
ZCA
219
Zeke Capital Advisors
Pennsylvania
$201K -$25K -688 -11%
GWM
220
Geneos Wealth Management
Colorado
$190K -$7.99K -218 -4%
VRM
221
Vectors Research Management
New York
$186K – – –
HIA
222
Harbor Investment Advisory
Maryland
$147K – – –
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$145K +$7.33K +201 +5%
CI Investments Inc
224
CI Investments Inc
Ontario, Canada
$135K +$6.07K +167 +5%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$133K +$73 +2 +0.1%
7 8
9
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