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USCB Financial Holdings

67 hedge funds and large institutions have $185M invested in USCB Financial Holdings in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $153M → $185M (+$31.6M)

8% more funds holding

Funds holding: 6267 (+5)

1.72% more ownership

Funds ownership: 60.06%61.78% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
23
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$463K -$21.8K -1,500 -5%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$443K
KTA
28
Keeley-Teton Advisors
Illinois
$439K
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$411K +$391K +26,939 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$347K -$105K -7,259 -24%
Citadel Advisors
31
Citadel Advisors
Florida
$321K -$27.2K -1,873 -8%
Bank of America
32
Bank of America
North Carolina
$310K +$69K +4,749 +31%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$309K +$133K +9,136 +85%
JP Morgan Chase
34
JP Morgan Chase
New York
$300K +$199K +13,692 +228%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$268K +$22K +1,516 +9%
BCM
36
Bridgeway Capital Management
Texas
$267K
Stifel Financial
37
Stifel Financial
Missouri
$244K +$233K +16,015 New
HIM
38
Hillsdale Investment Management
Ontario, Canada
$239K +$228K +15,700 New
N
39
Nuveen
North Carolina
$237K
First Manhattan
40
First Manhattan
New York
$153K
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$152K +$145K +9,986 New
UBS Group
42
UBS Group
Switzerland
$130K +$77K +5,303 +165%
Deutsche Bank
43
Deutsche Bank
Germany
$130K -$48K -3,303 -28%
Citigroup
44
Citigroup
New York
$124K +$82.2K +5,661 +231%
MIM
45
MetLife Investment Management
New Jersey
$102K +$54.5K +3,750 +129%
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$87.6K +$12.6K +864 +18%
CF
47
Corebridge Financial
Texas
$85.4K -$494 -34 -0.6%
Wells Fargo
48
Wells Fargo
California
$66.6K +$1.66K +114 +3%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$20.3K -$218 -15 -1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$17K +$2.3K +158 +16%

USCB Hedge Fund Activity: Q3 2024 in Review

67 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q3 2024, worth a combined $185M — up 21% from $153M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USCB positions and 5 closed out — a net gain of 5 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $1.65M. The largest seller was Curi RMB Capital, cutting an estimated $574K.

  • 67 institutional investors held USCB Financial Holdings (USCB) as of Q3 2024, up from 62 in Q2 2024.
  • Funds reported $185M of USCB Financial Holdings stock for Q3 2024, up 21% quarter-over-quarter.
  • 10 funds opened new USCB Financial Holdings positions in Q3 2024 and 5 closed out, a net change of +5 holders.
  • The largest USCB Financial Holdings buyer in Q3 2024 was Bessemer Group, an estimated $1.65M added.
  • The largest USCB Financial Holdings seller in Q3 2024 was Curi RMB Capital, an estimated $574K sold.

Based on aggregated 13F filings for Q3 2024.