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Union Bankshares
UNB

Overview Fund Activity

31 hedge funds and large institutions have $19.9M invested in Union Bankshares in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PMAM
1
Penn Mutual Asset Management
Pennsylvania
$1.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.11M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.14M
4
State Street
4
State Street
Massachusetts
$230K
5
Barclays
5
Barclays
United Kingdom
$30K

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$107K
3
TTWM
3
TCV Trust & Wealth Management
Virginia
$0
4
UBS Group
4
UBS Group
Switzerland
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$887K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.02M 125,679 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.11M 97,213 +17,691 +22%
CS
3
Cannell & Spears
New York
$1.6M 50,133 -16 -0%
PMAM
4
Penn Mutual Asset Management
Pennsylvania
$1.3M 30,663 +24,663 +411%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.14M 35,546 +3,480 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$942K 29,459 -379 -1%
TCOV
7
Trust Company of Vermont
Vermont
$893K 27,935 -200 -0.7%
CCMINC
8
Cardinal Capital Management Inc (North Carolina)
North Carolina
$890K 27,837 +721 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$887K 27,732 -3,001 -10%
BCM
10
Bridgeway Capital Management
Texas
$729K 22,797 – –
Northern Trust
11
Northern Trust
Illinois
$693K 21,676 -89 -0.4%
LPL Financial
12
LPL Financial
California
$683K 21,345 -403 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$575K 18,001 -167 -0.9%
Millennium Management
14
Millennium Management
New York
$535K 16,755 +192 +1%
BlackRock
15
BlackRock
New York
$359K 11,225 +171 +2%
CFSG
16
Community Financial Services Group
Vermont
$322K 10,068 – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$273K 8,526 – –
Stifel Financial
18
Stifel Financial
Missouri
$251K 7,856 -750 -9%
State Street
19
State Street
Massachusetts
$230K 7,212 +1,100 +18%
BAM
20
Belpointe Asset Management
Nevada
$113K 3,545 – –
Morgan Stanley
21
Morgan Stanley
New York
$107K 3,348 -8,846 -73%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$87K 2,729 -607 -18%
Bank of America
23
Bank of America
North Carolina
$41K 1,294 +128 +11%
Wells Fargo
24
Wells Fargo
California
$33K 1,026 – –
Barclays
25
Barclays
United Kingdom
$30K 952 +948 +23,700%
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