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Union Bankshares
UNB

Overview Fund Activity

26 hedge funds and large institutions have $10.7M invested in Union Bankshares in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$441K
2
LPL Financial
2
LPL Financial
California
$506K
3
Bank of America
3
Bank of America
North Carolina
$76.6K
4
LWCFA
4
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.3K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.05M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
MCC
2
Money Concepts Capital
Florida
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$304K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$623K
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.05M 138,062 +1,100 +0.8%
CS
2
Cannell & Spears
New York
$1.05M 47,292 – –
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$881K 39,829 +759 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$792K 35,814 – –
Fidelity Investments
5
Fidelity Investments
Massachusetts
$679K 30,712 – –
TCOV
6
Trust Company of Vermont
Vermont
$649K 29,334 – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$623K 28,188 -993 -3%
Northern Trust
8
Northern Trust
Illinois
$506K 22,903 +1,004 +5%
LPL Financial
9
LPL Financial
California
$506K 22,887 +3,733 +19%
Wells Fargo
10
Wells Fargo
California
$441K 19,922 +18,195 +1,054%
BCM
11
Bridgeway Capital Management
Texas
$362K 16,390 – –
Renaissance Technologies
12
Renaissance Technologies
New York
$304K 13,732 -5,600 -29%
BlackRock
13
BlackRock
New York
$244K 11,053 +306 +3%
Morgan Stanley
14
Morgan Stanley
New York
$234K 10,575 -834 -7%
State Street
15
State Street
Massachusetts
$230K 10,403 – –
Bank of America
16
Bank of America
North Carolina
$76.6K 3,465 +2,459 +244%
TRCT
17
Tower Research Capital (TRC)
New York
$38K 1,713 +792 +86%
LWCFA
18
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.3K 1,100 +1,100 New
CYG
19
Clean Yield Group
Vermont
$9.95K 450 – –
BAM
20
Belpointe Asset Management
Nevada
$6.83K 309 – –
UBS Group
21
UBS Group
Switzerland
$5.33K 241 +241 New
First Manhattan
22
First Manhattan
New York
$4.42K 200 – –
AA
23
Ancora Advisors
Ohio
$4.42K 200 +200 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2K 84 – –
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$685 31 – –
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