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Union Bankshares
UNB

Overview Fund Activity

31 hedge funds and large institutions have $16M invested in Union Bankshares in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
1
WBI Investments
New Jersey
$608K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$259K
3
BAM
3
Belpointe Asset Management
Nevada
$106K
4
PMAM
4
Penn Mutual Asset Management
Pennsylvania
$99K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.65M

Top Sellers

1
HCM
1
Hudson Capital Management
New Jersey
$0
2
Northern Trust
2
Northern Trust
Illinois
$652K
3
Wells Fargo
3
Wells Fargo
California
$31K
4
CS
4
Cannell & Spears
New York
$1.51M
5
TRCT
5
Tower Research Capital (TRC)
New York
$4K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.19M 106,256 +100 +0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.65M 55,116 +3,058 +6%
CS
3
Cannell & Spears
New York
$1.51M 50,209 -1,230 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.05M 35,032 +2,897 +9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$952K 31,747 +280 +0.9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$853K 28,418 – –
TCOV
7
Trust Company of Vermont
Vermont
$831K 27,715 – –
CCMINC
8
Cardinal Capital Management Inc (North Carolina)
North Carolina
$783K 26,094 +1,464 +6%
BCM
9
Bridgeway Capital Management
Texas
$777K 25,897 – –
Northern Trust
10
Northern Trust
Illinois
$652K 21,720 -10,089 -32%
LPL Financial
11
LPL Financial
California
$640K 21,332 +741 +4%
WI
12
WBI Investments
New Jersey
$608K 20,271 +9,842 +94%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$547K 18,252 -346 -2%
Millennium Management
14
Millennium Management
New York
$520K 17,320 -334 -2%
Morgan Stanley
15
Morgan Stanley
New York
$362K 12,070 +7 +0.1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$259K 8,626 +8,626 New
Stifel Financial
17
Stifel Financial
Missouri
$248K 8,260 -984 -11%
BlackRock
18
BlackRock
New York
$209K 6,973 +708 +11%
BAM
19
Belpointe Asset Management
Nevada
$106K 3,545 +3,545 New
PMAM
20
Penn Mutual Asset Management
Pennsylvania
$99K 3,300 +3,300 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$49K 1,625 +1,586 +4,067%
Bank of America
22
Bank of America
North Carolina
$42K 1,431 +148 +12%
Wells Fargo
23
Wells Fargo
California
$31K 1,026 -3,832 -79%
UBS Group
24
UBS Group
Switzerland
$24K 800 – –
TRCT
25
Tower Research Capital (TRC)
New York
$4K 139 -1,225 -90%
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