UCB

United Community Banks, Inc.
UCB

Overview Fund Activity

234 hedge funds and large institutions have $2.52B invested in United Community Banks, Inc. in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-7
Holders Change %
-2.9%
% of All Funds
3.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
85
Reduced
74
Closed
21
Calls
$200K
Puts
$208K
Net Calls
-$8K
Net Calls Change
-$80K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$216M
2
BlackRock
BlackRock
New York
$441M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$102M
4
Northern Trust
Northern Trust
Illinois
$48.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$45M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$55.5M
2
State Street
State Street
Massachusetts
$132M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$44M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.22M
5
Goldman Sachs
Goldman Sachs
New York
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
226
Front Row Advisors
California
$846 – – –
AWM
227
Abound Wealth Management
Tennessee
$534 – – –
SIC
228
SJS Investment Consulting
Ohio
$534 +$127 +5 +31%
AF
229
Allworth Financial
California
$509 +$509 +20 New
IRC
230
Investors Research Corp
Georgia
$508 – – –
ECM
231
Everence Capital Management
Indiana
$470 – – –
HCP
232
Hexagon Capital Partners
Arkansas
$305 +$76 +3 +33%
GRP
233
Global Retirement Partners
California
$198 +$198 +8 New
TWP
234
TFO Wealth Partners
Ohio
$125 – – –
HNB
235
Huntington National Bank
Ohio
$53 – – –
HPCM
236
Hunter Perkins Capital Management
Illinois
– -$3.23M -257,761 Closed
KCM
237
Kennedy Capital Management
Missouri
– -$4.46M -178,476 Closed
BGIM
238
Brandywine Global Investment Management
Pennsylvania
– -$3.69M -147,838 Closed
AWM
239
Axxcess Wealth Management
California
– -$2.91M -116,357 Closed
SDIC
240
South Dakota Investment Council
South Dakota
– -$1.05M -41,988 Closed
YMRC
241
Yorktown Management & Research Company
Virginia
– -$455K -18,200 Closed
COI
242
Connable Office Inc
Michigan
– -$365K -14,590 Closed
WIC
243
Woodmont Investment Counsel
Tennessee
– -$274K -10,984 Closed
AA
244
ALPS Advisors
Colorado
– -$270K -10,820 Closed
Verition Fund Management
245
Verition Fund Management
Connecticut
– -$267K -10,666 Closed
ET
246
Equitable Trust
Tennessee
– -$237K -9,470 Closed
Baird Financial Group
247
Baird Financial Group
Wisconsin
– -$214K -8,544 Closed
CC
248
Centiva Capital
New York
– -$211K -8,431 Closed
GCP
249
GSA Capital Partners
United Kingdom
– -$202K -8,100 Closed
HIA
250
Harbor Investment Advisory
Maryland
– -$49.9K -1,995 Closed
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