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Union Bankshares

29 hedge funds and large institutions have $23.4M invested in Union Bankshares in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.39M 209,460 +24,104 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.42M 144,816 +208 +0.1%
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.68M 55,061 +12,690 +30%
CS
4
Cannell & Spears
New York
$1.31M 42,940 -3,300 -7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.18M 38,529
LPL Financial
6
LPL Financial
California
$1M 32,882 +1,877 +6%
TCOV
7
Trust Company of Vermont
Vermont
$928K 30,428 +28,608 +1,572%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$854K 28,010
Northern Trust
9
Northern Trust
Illinois
$825K 27,062 -648 -2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$778K 25,515 +18,543 +266%
Wells Fargo
11
Wells Fargo
California
$531K 17,399 -2,503 -13%
BlackRock
12
BlackRock
New York
$511K 16,763 +5,019 +43%
BCM
13
Bridgeway Capital Management
Texas
$500K 16,390
Jane Street
14
Jane Street
New York
$490K 16,058 +16,058 New
Renaissance Technologies
15
Renaissance Technologies
New York
$397K 13,032 +500 +4%
Morgan Stanley
16
Morgan Stanley
New York
$326K 10,695 -6,647 -38%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$319K 10,465 +5,905 +129%
State Street
18
State Street
Massachusetts
$302K 9,891
CFSG
19
Community Financial Services Group
Vermont
$259K 8,480 +8,480 New
Citigroup
20
Citigroup
New York
$175K 5,739 -542 -9%
Bank of America
21
Bank of America
North Carolina
$124K 4,076 -1,578 -28%
UBS Group
22
UBS Group
Switzerland
$36.7K 1,204 +488 +68%
LWCFA
23
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.2K 875
TRCT
24
Tower Research Capital (TRC)
New York
$22K 722 +607 +528%
CYG
25
Clean Yield Group
Vermont
$13.7K 450