We are live on ! Find out more
UCB

United Community Banks

218 hedge funds and large institutions have $2.6B invested in United Community Banks in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $2.51B → $2.6B (+$89.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 226218 (-8)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
218
Holders Change
-8
Holders Change %
-3.54%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
79
Reduced
76
Closed
27
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$417M -$1.46M -48,675 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$315M +$629K +20,989 +0.2%
State Street
3
State Street
Massachusetts
$140M -$2.54M -84,627 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$97M -$1.89M -63,120 -2%
Macquarie Group
5
Macquarie Group
Australia
$89.9M +$8.51M +283,831 +12%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$87.3M -$3.67M -122,504 -4%
Principal Financial Group
7
Principal Financial Group
Iowa
$86.9M +$1.09M +36,515 +1%
Goldman Sachs
8
Goldman Sachs
New York
$80.2M -$9.83M -327,999 -12%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$69.3M -$6.46M -215,688 -9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$67.8M +$4.66M +155,430 +8%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$65.6M +$7.94M +264,864 +15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$61.4M -$4.67M -155,864 -8%
HAM
13
HoldCo Asset Management
Florida
$59.7M
SCM
14
Snyder Capital Management
California
$59.6M -$508K -16,949 -0.9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$51.8M +$717K +23,918 +2%
SBH
16
Segall Bryant & Hamill
Illinois
$46.9M +$2.9M +96,829 +7%
Northern Trust
17
Northern Trust
Illinois
$44.7M -$676K -22,544 -2%
Victory Capital Management
18
Victory Capital Management
Texas
$33.9M +$707K +23,580 +2%
N
19
Nuveen
North Carolina
$31M -$927K -30,928 -3%
SFM
20
Systematic Financial Management
New Jersey
$30.4M +$1.4M +46,725 +5%
Norges Bank
21
Norges Bank
Norway
$29.4M +$2.1M +70,100 +8%
Bank of America
22
Bank of America
North Carolina
$29M +$2.92M +97,401 +12%
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$28.7M -$2.31M -77,104 -8%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$26.7M +$8.6M +286,797 +54%
VNIM
25
Vaughan Nelson Investment Management
Texas
$26.5M +$24.2M +807,385 New

UCB Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2021, worth a combined $2.6B — up 3.5% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UCB and 22 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 79 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $24.2M. The largest seller was Goldman Sachs, cutting an estimated $9.83M.

  • 218 institutional investors held United Community Banks (UCB) as of Q3 2021, down from 226 in Q2 2021.
  • Funds reported $2.6B of United Community Banks stock for Q3 2021, up 3.5% quarter-over-quarter.
  • 22 funds opened new United Community Banks positions in Q3 2021 and 27 closed out, a net change of -5 holders.
  • The largest United Community Banks buyer in Q3 2021 was Vaughan Nelson Investment Management, an estimated $24.2M added.
  • The largest United Community Banks seller in Q3 2021 was Goldman Sachs, an estimated $9.83M sold.

Based on aggregated 13F filings for Q3 2021.