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Union Bankshares
UNB

Overview Fund Activity

26 hedge funds and large institutions have $14.6M invested in Union Bankshares in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCOV
1
Trust Company of Vermont
Vermont
$767K
2
CCMINC
2
Cardinal Capital Management Inc (North Carolina)
North Carolina
$924K
3
State Street
3
State Street
Massachusetts
$242K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.39M
5
Millennium Management
5
Millennium Management
New York
$203K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.51M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$302K
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$701K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.39M 129,579 +709 +0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.51M 95,871 -19,142 -17%
CS
3
Cannell & Spears
New York
$1.27M 48,524 – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$938K 35,895 +109 +0.3%
CCMINC
5
Cardinal Capital Management Inc (North Carolina)
North Carolina
$924K 35,339 +1,288 +4%
TCOV
6
Trust Company of Vermont
Vermont
$767K 29,334 +1,399 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$766K 29,306 +178 +0.6%
Renaissance Technologies
8
Renaissance Technologies
New York
$701K 26,790 -1,942 -7%
Northern Trust
9
Northern Trust
Illinois
$559K 21,367 -8 -0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$493K 18,868 +573 +3%
LPL Financial
11
LPL Financial
California
$486K 18,575 +119 +0.6%
BCM
12
Bridgeway Capital Management
Texas
$429K 16,390 – –
Morgan Stanley
13
Morgan Stanley
New York
$302K 11,534 -5,584 -33%
BlackRock
14
BlackRock
New York
$279K 10,675 -976 -8%
State Street
15
State Street
Massachusetts
$242K 9,250 +805 +10%
Stifel Financial
16
Stifel Financial
Missouri
$209K 8,006 – –
Millennium Management
17
Millennium Management
New York
$203K 7,763 +610 +9%
Wells Fargo
18
Wells Fargo
California
$38K 1,427 +402 +39%
Bank of America
19
Bank of America
North Carolina
$33K 1,265 – –
CYG
20
Clean Yield Group
Vermont
$12K 450 – –
TRCT
21
Tower Research Capital (TRC)
New York
$4K 168 +50 +42%
Osaic Holdings
22
Osaic Holdings
Arizona
$3K 100 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2K 84 – –
CS
24
Credit Suisse
Switzerland
$2K 77 +77 New
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$811 31 -9 -23%
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