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United Bankshares
UBSI

Overview Fund Activity

294 hedge funds and large institutions have $3.3B invested in United Bankshares in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
294
Holders Change
-10
Holders Change %
-3.29%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
105
Reduced
101
Closed
29
Calls
$1.9M
Puts
$105K
Net Calls
+$1.8M
Net Calls Change
+$1.25M

Top Buyers

1
State Street
1
State Street
Massachusetts
$589M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$235M
4
BlackRock
4
BlackRock
New York
$669M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.8M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$33M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$890K
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
201
Doyle Wealth Management
Florida
$297K 8,468 – –
FMWA
202
Forvis Mazars Wealth Advisors
Missouri
$297K 8,461 +8,461 New
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$293K 8,352 +1,905 +30%
PBO
204
Peoples Bank (Ohio)
Ohio
$285K 8,124 -286 -3%
SWM
205
Spire Wealth Management
Virginia
$284K 8,109 -7,199 -47%
BAM
206
Belpointe Asset Management
Nevada
$280K 7,983 – –
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$278K 7,913 -318 -4%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$271K 7,716 +5 +0.1%
SL
209
Salomon & Ludwin
Virginia
$256K 7,312 – –
Lido Advisors
210
Lido Advisors
California
$248K 7,082 +19 +0.3%
GLLW
211
Graves Light Lenhart Wealth
Virginia
$233K 6,638 – –
SCM
212
Shelton Capital Management
Colorado
$233K 6,634 – –
CCM
213
Coldstream Capital Management
Washington
$232K 6,616 -90 -1%
EWM
214
Evermay Wealth Management
Virginia
$227K 6,426 – –
CA
215
Cetera Advisors
Colorado
$215K 6,140 +81 +1%
HWMA
216
Heritage Wealth Management (Arizona)
Arizona
$215K 6,129 +588 +11%
II
217
Inspire Investing
Idaho
$211K 6,021 -764 -11%
SAM
218
Shell Asset Management
Netherlands
$211K 6,006 +10 +0.2%
SWA
219
Stratos Wealth Advisors
Ohio
$209K 5,970 +59 +1%
ACA
220
Aptus Capital Advisors
Alabama
$201K 5,673 -600 -10%
GWANC
221
Guardian Wealth Advisors (North Carolina)
North Carolina
$201K 5,673 +5,673 New
GWM
222
Geneos Wealth Management
Colorado
$179K 5,039 -145 -3%
VRM
223
Vectors Research Management
New York
$179K 5,118 – –
Ohio Public Employees Retirement System (OPERS)
224
Ohio Public Employees Retirement System (OPERS)
Ohio
$157K 4,482 +88 +2%
AWA
225
Artemis Wealth Advisors
New York
$143K 936 +936 New
7 8
9
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