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Union Bankshares
UNB

Overview Fund Activity

29 hedge funds and large institutions have $18.2M invested in Union Bankshares in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% 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
7
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMINC
1
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.05M
2
State Street
2
State Street
Massachusetts
$260K
3
BCM
3
Bridgeway Capital Management
Texas
$504K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$568K

Top Sellers

1
PMAM
1
Penn Mutual Asset Management
Pennsylvania
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.54M
3
Morgan Stanley
3
Morgan Stanley
New York
$532K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$893K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$212K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.01M 128,870 -633 -0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.54M 115,013 -4,905 -4%
CS
3
Cannell & Spears
New York
$1.51M 48,524 – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.1M 35,786 +240 +0.7%
CCMINC
5
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.05M 34,051 +5,520 +19%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$896K 29,128 – –
Renaissance Technologies
7
Renaissance Technologies
New York
$893K 28,732 -1,250 -4%
TCOV
8
Trust Company of Vermont
Vermont
$869K 27,935 – –
Northern Trust
9
Northern Trust
Illinois
$664K 21,375 -360 -2%
LPL Financial
10
LPL Financial
California
$574K 18,456 -210 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$568K 18,295 +224 +1%
Morgan Stanley
12
Morgan Stanley
New York
$532K 17,118 -2,323 -12%
BCM
13
Bridgeway Capital Management
Texas
$504K 16,390 +539 +3%
BlackRock
14
BlackRock
New York
$362K 11,651 +73 +0.6%
State Street
15
State Street
Massachusetts
$260K 8,445 +1,033 +14%
Stifel Financial
16
Stifel Financial
Missouri
$249K 8,006 +150 +2%
Millennium Management
17
Millennium Management
New York
$220K 7,153 -108 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$212K 6,825 -951 -12%
BAM
19
Belpointe Asset Management
Nevada
$109K 3,545 – –
Bank of America
20
Bank of America
North Carolina
$39K 1,265 -6 -0.5%
Wells Fargo
21
Wells Fargo
California
$32K 1,025 -1 -0.1%
CYG
22
Clean Yield Group
Vermont
$14K 450 – –
SCA
23
Sandy Cove Advisors
Massachusetts
$7K 240 – –
WBC
24
West Branch Capital
Massachusetts
$6K 200 – –
TRCT
25
Tower Research Capital (TRC)
New York
$4K 118 +118 New
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