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United Bankshares
UBSI

Overview Fund Activity

325 hedge funds and large institutions have $3.53B invested in United Bankshares in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+12
Holders Change %
+3.83%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
112
Reduced
103
Closed
27
Calls
$2.94M
Puts
$1.4M
Net Calls
+$1.55M
Net Calls Change
+$281K

Top Buyers

1
BlackRock
BlackRock
New York
$801M
2
Morgan Stanley
Morgan Stanley
New York
$56.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$568M
4
Ameriprise
Ameriprise
Minnesota
$25.9M
5
Millennium Management
Millennium Management
New York
$11.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$25.3M
2
State Street
State Street
Massachusetts
$582M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
4
EARNEST Partners
EARNEST Partners
Georgia
$126M
5
Northern Trust
Northern Trust
Illinois
$67.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
201
D.A. Davidson & Co
Montana
$381K +$8.79K +217 +2%
HWMA
202
Heritage Wealth Management (Arizona)
Arizona
$370K +$199K +4,926 +117%
NGA
203
Naples Global Advisors
Florida
$370K -$4.09K -100 -1%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$369K +$56.2K +1,389 +18%
HighTower Advisors
205
HighTower Advisors
Illinois
$367K +$4.48K +110 +1%
VFA
206
Valeo Financial Advisors
Indiana
$366K – – –
SSB
207
Sandy Spring Bank
Maryland
$360K -$41.3K -1,021 -10%
AO
208
Advisor OS
Illinois
$358K – – –
P
209
Pitcairn
Pennsylvania
$355K -$10K -247 -3%
JF
210
Jump Financial
Illinois
$354K +$354K +8,754 New
SWIG
211
Strategic Wealth Investment Group
Kentucky
$352K – – –
WANY
212
Wealthspire Advisors (New York)
New York
$348K -$2.07K -51 -0.6%
TA
213
Teton Advisors
New York
$344K -$8.14K -201 -2%
BAM
214
Belpointe Asset Management
Nevada
$330K -$8.5K -210 -3%
CWM
215
Centurion Wealth Management
Virginia
$328K +$328K +8,113 New
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$327K +$6.28K +155 +2%
PBO
217
Peoples Bank (Ohio)
Ohio
$315K – – –
Lido Advisors
218
Lido Advisors
California
$293K +$4.98K +123 +2%
Dimensional Fund Advisors
219
Dimensional Fund Advisors
Texas
$292K +$9.93K +245,229 +4%
SL
220
Salomon & Ludwin
Virginia
$288K +$3.64K +90 +1%
ZIM
221
Zacks Investment Management
Illinois
$287K +$10.9K +270 +4%
CA
222
Cetera Advisors
Colorado
$278K +$29.2K +720 +12%
FFA
223
Founders Financial Alliance
North Carolina
$278K +$2.27K +56 +0.8%
GLLW
224
Graves Light Lenhart Wealth
Virginia
$271K – – –
SCM
225
Shelton Capital Management
Colorado
$269K – – –
7 8
9
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