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Union Bankshares
UNB

Overview Fund Activity

28 hedge funds and large institutions have $15.7M invested in Union Bankshares in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMINC
1
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.39M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.62M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$664K
4
UBS Group
4
UBS Group
Switzerland
$52.8K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$301K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$81K
3
CFSG
3
Community Financial Services Group
Vermont
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$42
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$444K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.62M 215,190 +5,730 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.11M 144,984 +168 +0.1%
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.39M 64,629 +9,568 +17%
CS
4
Cannell & Spears
New York
$922K 42,940 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$845K 39,315 +786 +2%
LPL Financial
6
LPL Financial
California
$722K 33,629 +747 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$664K 30,924 +2,914 +10%
TCOV
8
Trust Company of Vermont
Vermont
$654K 30,428 – –
Northern Trust
9
Northern Trust
Illinois
$556K 25,893 -1,169 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$444K 20,662 -4,853 -19%
BlackRock
11
BlackRock
New York
$367K 17,070 +307 +2%
BCM
12
Bridgeway Capital Management
Texas
$352K 16,390 – –
Renaissance Technologies
13
Renaissance Technologies
New York
$301K 14,032 +1,000 +8%
State Street
14
State Street
Massachusetts
$217K 10,091 +200 +2%
Morgan Stanley
15
Morgan Stanley
New York
$214K 9,955 -740 -7%
Citigroup
16
Citigroup
New York
$86.5K 4,026 -1,713 -30%
Wells Fargo
17
Wells Fargo
California
$81K 3,770 -13,629 -78%
Bank of America
18
Bank of America
North Carolina
$73.1K 3,403 -673 -17%
UBS Group
19
UBS Group
Switzerland
$52.8K 2,458 +1,254 +104%
LWCFA
20
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.3K 875 – –
TRCT
21
Tower Research Capital (TRC)
New York
$14.6K 679 -43 -6%
CYG
22
Clean Yield Group
Vermont
$9.67K 450 – –
1IA
23
1620 Investment Advisors
Massachusetts
$2.58K 120 +120 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2K 75 +50 +200%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$666 31 – –
1
2