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Union Bankshares

33 hedge funds and large institutions have $26M invested in Union Bankshares in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$8.18M 283,097 +68,372 +32%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.29M 148,479
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.2M 76,087 +1,674 +2%
CS
4
Cannell & Spears
New York
$1.22M 42,080 -860 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.17M 40,370 -133 -0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.02M 35,276 +1,474 +4%
LPL Financial
7
LPL Financial
California
$975K 33,739 -1,270 -4%
Northern Trust
8
Northern Trust
Illinois
$893K 30,880 +4,436 +17%
TCOV
9
Trust Company of Vermont
Vermont
$880K 30,423
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$783K 27,080 +17,095 +171%
BlackRock
11
BlackRock
New York
$595K 20,571 +3,266 +19%
Renaissance Technologies
12
Renaissance Technologies
New York
$541K 18,708 +2,176 +13%
AGM
13
Alpine Global Management
New York
$538K 18,618 +18,618 New
BCM
14
Bridgeway Capital Management
Texas
$456K 15,790 -600 -4%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$396K 13,714 +13,714 New
Morgan Stanley
16
Morgan Stanley
New York
$393K 13,599 +3,631 +36%
State Street
17
State Street
Massachusetts
$324K 11,191 +1,100 +11%
6CM
18
683 Capital Management
New York
$304K 10,520 +10,520 New
CFSG
19
Community Financial Services Group
Vermont
$245K 8,480
Citadel Advisors
20
Citadel Advisors
Florida
$241K 8,350 +8,350 New
Bank of America
21
Bank of America
North Carolina
$122K 4,225 +819 +24%
Citigroup
22
Citigroup
New York
$88.9K 3,075 -480 -14%
UBS Group
23
UBS Group
Switzerland
$31.3K 1,082 +1,082 New
LWCFA
24
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.7K 775 -100 -11%
Wells Fargo
25
Wells Fargo
California
$22.3K 770