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Union Bankshares

31 hedge funds and large institutions have $20.7M invested in Union Bankshares in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
31
Holders Change
+6
Holders Change %
+24%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.68M 185,356 +139,697 +306%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.43M 144,608 +175 +0.1%
CS
3
Cannell & Spears
New York
$1.42M 46,240 -1,052 -2%
CCMINC
4
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.3M 42,371 -333 -0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.18M 38,529 +2,417 +7%
LPL Financial
6
LPL Financial
California
$950K 31,005 +3,796 +14%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$859K 28,010
Northern Trust
8
Northern Trust
Illinois
$849K 27,710 +4,461 +19%
Wells Fargo
9
Wells Fargo
California
$610K 19,902 +2 +0%
Morgan Stanley
10
Morgan Stanley
New York
$532K 17,342 +6,893 +66%
BCM
11
Bridgeway Capital Management
Texas
$502K 16,390
Renaissance Technologies
12
Renaissance Technologies
New York
$384K 12,532 -200 -2%
BlackRock
13
BlackRock
New York
$360K 11,744 -116 -1%
State Street
14
State Street
Massachusetts
$303K 9,891
Stifel Financial
15
Stifel Financial
Missouri
$241K 7,856 +7,856 New
CAN
16
Cetera Advisor Networks
California
$226K 7,367 +7,367 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$214K 6,972 +6,972 New
Citigroup
18
Citigroup
New York
$193K 6,281 +6,281 New
Bank of America
19
Bank of America
North Carolina
$173K 5,654 +2,189 +63%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$140K 4,560 +4,560 New
TCOV
21
Trust Company of Vermont
Vermont
$55.8K 1,820 -26,448 -94%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$44.4K 1,449 +1,444 +28,880%
LWCFA
23
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.2K 875
UBS Group
24
UBS Group
Switzerland
$21.9K 716 +614 +602%
CYG
25
Clean Yield Group
Vermont
$13.8K 450