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Union Bankshares

27 hedge funds and large institutions have $19.3M invested in Union Bankshares in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.57M 214,725 -465 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.85M 148,479 +3,495 +2%
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.93M 74,413 +9,784 +15%
CS
4
Cannell & Spears
New York
$1.11M 42,940
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.05M 40,503 +1,188 +3%
LPL Financial
6
LPL Financial
California
$908K 35,009 +1,380 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$876K 33,802 +2,878 +9%
TCOV
8
Trust Company of Vermont
Vermont
$789K 30,423 -5 -0%
Northern Trust
9
Northern Trust
Illinois
$686K 26,444 +551 +2%
BlackRock
10
BlackRock
New York
$449K 17,305 +235 +1%
Renaissance Technologies
11
Renaissance Technologies
New York
$429K 16,532 +2,500 +18%
BCM
12
Bridgeway Capital Management
Texas
$425K 16,390
State Street
13
State Street
Massachusetts
$262K 10,091
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$259K 9,985 -10,677 -52%
Morgan Stanley
15
Morgan Stanley
New York
$258K 9,968 +13 +0.1%
CFSG
16
Community Financial Services Group
Vermont
$220K 8,480 +8,480 New
Citigroup
17
Citigroup
New York
$92.2K 3,555 -471 -12%
Bank of America
18
Bank of America
North Carolina
$88.3K 3,406 +3 +0.1%
LWCFA
19
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.4K 875
Barclays
20
Barclays
United Kingdom
$22K 831 +831 New
Wells Fargo
21
Wells Fargo
California
$20K 770 -3,000 -80%
CYG
22
Clean Yield Group
Vermont
$11.7K 450
TRCT
23
Tower Research Capital (TRC)
New York
$3.81K 147 -532 -78%
1IA
24
1620 Investment Advisors
Massachusetts
$3.11K 120
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$804 31