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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 %
BHCM
201
Brevan Howard Capital Management
Jersey
$341K +$341K +9,073 New
SWIG
202
Strategic Wealth Investment Group
Kentucky
$339K – – –
BBA
203
Braun-Bostich & Associates
Pennsylvania
$334K +$2.63K +70 +0.8%
AA
204
AlphaMark Advisors
Kentucky
$328K +$25.7K +685 +9%
I
205
InceptionR
California
$311K +$311K +8,287 New
WANY
206
Wealthspire Advisors (New York)
New York
$308K +$639 +17 +0.2%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$305K +$18.8K +500 +7%
CCM
208
Canal Capital Management
Virginia
$302K -$60.3K -1,607 -17%
SWA
209
Stratos Wealth Advisors
Ohio
$302K +$563 +15 +0.2%
UCFA
210
United Capital Financial Advisors
Texas
$301K -$89.9K -2,393 -23%
TA
211
Teton Advisors
New York
$300K -$18.8K -500 -6%
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$283K – – –
PBO
213
Peoples Bank (Ohio)
Ohio
$265K +$265K +7,044 New
HSBC Holdings
214
HSBC Holdings
United Kingdom
$260K +$260K +6,933 New
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$259K +$259K +6,908 New
EI
216
Ethic Inc
New York
$254K +$254K +6,752 New
Corient Private Wealth
217
Corient Private Wealth
Florida
$253K +$253K +6,729 New
GLLW
218
Graves Light Lenhart Wealth
Virginia
$252K +$252K +6,700 New
CC
219
Cipher Capital
New York
$248K +$248K +6,592 New
CSPIA
220
Cary Street Partners Investment Advisory
Virginia
$245K – – –
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$243K +$243K +6,481 New
CA
222
Cetera Advisors
Colorado
$231K +$231K +6,159 New
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$227K -$820K -21,845 -78%
NGA
224
Naples Global Advisors
Florida
$224K +$224K +5,900 New
CCWM
225
Cassaday & Co Wealth Management
Virginia
$223K +$223K +5,946 New
7 8
9
10 11