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Union Bankshares
UNB

Overview Fund Activity

35 hedge funds and large institutions have $21.6M invested in Union Bankshares in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.88M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.55M
3
CFSG
3
Community Financial Services Group
Vermont
$364K
4
State Street
4
State Street
Massachusetts
$221K
5
TTWM
5
TCV Trust & Wealth Management
Virginia
$217K

Top Sellers

1
WI
1
WBI Investments
New Jersey
$409K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.11M
3
BCM
3
Bridgeway Capital Management
Texas
$825K
4
Millennium Management
4
Millennium Management
New York
$600K
5
Bank of America
5
Bank of America
North Carolina
$42K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.55M 125,679 +19,423 +18%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.88M 79,522 +24,406 +44%
CS
3
Cannell & Spears
New York
$1.82M 50,149 -60 -0.1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.16M 32,066 +319 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.11M 30,733 -4,299 -12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.08M 29,838 +1,420 +5%
TCOV
7
Trust Company of Vermont
Vermont
$1.02M 28,135 +420 +2%
CCMINC
8
Cardinal Capital Management Inc (North Carolina)
North Carolina
$982K 27,116 +1,022 +4%
BCM
9
Bridgeway Capital Management
Texas
$825K 22,797 -3,100 -12%
Northern Trust
10
Northern Trust
Illinois
$787K 21,765 +45 +0.2%
LPL Financial
11
LPL Financial
California
$787K 21,748 +416 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$658K 18,168 -84 -0.5%
Millennium Management
13
Millennium Management
New York
$600K 16,563 -757 -4%
Morgan Stanley
14
Morgan Stanley
New York
$441K 12,194 +124 +1%
WI
15
WBI Investments
New Jersey
$409K 11,307 -8,964 -44%
BlackRock
16
BlackRock
New York
$400K 11,054 +4,081 +59%
CFSG
17
Community Financial Services Group
Vermont
$364K 10,068 +10,068 New
Stifel Financial
18
Stifel Financial
Missouri
$312K 8,606 +346 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$309K 8,526 -100 -1%
State Street
20
State Street
Massachusetts
$221K 6,112 +6,112 New
PMAM
21
Penn Mutual Asset Management
Pennsylvania
$217K 6,000 +2,700 +82%
TTWM
22
TCV Trust & Wealth Management
Virginia
$217K 5,973 +5,973 New
BAM
23
Belpointe Asset Management
Nevada
$128K 3,545 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$121K 3,336 +1,711 +105%
UBS Group
25
UBS Group
Switzerland
$113K 3,116 +2,316 +290%
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