UNB icon

Union Bankshares
UNB

Overview Fund Activity

30 hedge funds and large institutions have $18M invested in Union Bankshares in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.49M
2
Morgan Stanley
2
Morgan Stanley
New York
$580K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.86M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$894K
5
CCMINC
5
Cardinal Capital Management Inc (North Carolina)
North Carolina
$829K

Top Sellers

1
PMAM
1
Penn Mutual Asset Management
Pennsylvania
$208K
2
Millennium Management
2
Millennium Management
New York
$211K
3
BCM
3
Bridgeway Capital Management
Texas
$461K
4
LPL Financial
4
LPL Financial
California
$557K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.86M 129,503 +3,824 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.49M 119,918 +22,705 +23%
CS
3
Cannell & Spears
New York
$1.45M 48,524 -1,609 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.03M 35,546 – –
Renaissance Technologies
5
Renaissance Technologies
New York
$894K 29,982 +2,250 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$846K 29,128 -331 -1%
TCOV
7
Trust Company of Vermont
Vermont
$833K 27,935 – –
CCMINC
8
Cardinal Capital Management Inc (North Carolina)
North Carolina
$829K 28,531 +694 +2%
Northern Trust
9
Northern Trust
Illinois
$649K 21,735 +59 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$580K 19,441 +16,093 +481%
LPL Financial
11
LPL Financial
California
$557K 18,666 -2,679 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$539K 18,071 +70 +0.4%
BCM
13
Bridgeway Capital Management
Texas
$461K 15,851 -6,946 -30%
BlackRock
14
BlackRock
New York
$345K 11,578 +353 +3%
CFSG
15
Community Financial Services Group
Vermont
$300K 10,068 – –
Stifel Financial
16
Stifel Financial
Missouri
$234K 7,856 – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$232K 7,776 -750 -9%
State Street
18
State Street
Massachusetts
$215K 7,412 +200 +3%
Millennium Management
19
Millennium Management
New York
$211K 7,261 -9,494 -57%
PMAM
20
Penn Mutual Asset Management
Pennsylvania
$208K 7,160 -23,503 -77%
BAM
21
Belpointe Asset Management
Nevada
$103K 3,545 – –
Bank of America
22
Bank of America
North Carolina
$38K 1,271 -23 -2%
Wells Fargo
23
Wells Fargo
California
$31K 1,026 – –
CYG
24
Clean Yield Group
Vermont
$13K 450 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$12K 413 -2,316 -85%
1
2