UBSI icon

United Bankshares
UBSI

Overview Fund Activity

296 hedge funds and large institutions have $2.91B invested in United Bankshares in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-13
Holders Change %
-4.21%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
94
Reduced
107
Closed
40
Calls
$5.85M
Puts
$1.04M
Net Calls
+$4.81M
Net Calls Change
+$4.11M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$151M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.31M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$4.54M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.98M
5
CIP
5
Chartwell Investment Partners
Pennsylvania
$8.47M

Top Sellers

1
State Street
1
State Street
Massachusetts
$394M
2
Ameriprise
2
Ameriprise
Minnesota
$10.6M
3
BlackRock
3
BlackRock
New York
$578M
4
Norges Bank
4
Norges Bank
Norway
$32.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$418M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
201
Virtu Financial
New York
$291K +$291K +9,812 New
CCM
202
Canal Capital Management
Virginia
$286K +$178 +6 +0.1%
IIC
203
Integrated Investment Consultants
Michigan
$284K – – –
HWAM
204
Hennion & Walsh Asset Management
New Jersey
$282K -$5.28K -178 -2%
HF
205
Halpern Financial
Virginia
$280K – – –
CC
206
Cipher Capital
New York
$269K +$269K +9,072 New
NGA
207
Naples Global Advisors
Florida
$269K – – –
SWIG
208
Strategic Wealth Investment Group
Kentucky
$268K – – –
VFA
209
Valeo Financial Advisors
Indiana
$268K – – –
AO
210
Advisor OS
Illinois
$262K – – –
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$261K -$27.5K -928 -10%
SSB
212
Sandy Spring Bank
Maryland
$260K – – –
SWM
213
Spire Wealth Management
Virginia
$257K +$16.3K +549 +7%
BBHC
214
Brown Brothers Harriman & Co
New York
$257K +$189K +6,381 +279%
P
215
Pitcairn
Pennsylvania
$257K +$178 +6 +0.1%
YIH
216
Y-Intercept (HK)
Hong Kong
$255K +$255K +8,591 New
TA
217
Teton Advisors
New York
$252K – – –
AQR Capital Management
218
AQR Capital Management
Connecticut
$248K -$334K -11,258 -57%
WANY
219
Wealthspire Advisors (New York)
New York
$242K +$386 +13 +0.2%
CWM
220
Centurion Wealth Management
Virginia
$242K +$771 +26 +0.3%
ZIM
221
Zacks Investment Management
Illinois
$239K +$2.29K +77 +1%
FRM
222
Fox Run Management
Connecticut
$231K -$55.4K -1,868 -19%
MM
223
MQS Management
New York
$227K +$227K +7,664 New
Lido Advisors
224
Lido Advisors
California
$224K -$1.15M -38,620 -84%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$223K – – –
7 8
9
10 11