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USCB Financial Holdings
USCB

62 hedge funds and large institutions have $153M invested in USCB Financial Holdings in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

17% more funds holding

Funds holding: 53 → 62 (+9)

12% more capital invested

Capital invested by funds: $137M → $153M (+$16.7M)

2.94% more ownership

Funds ownership: 57.12% → 60.06% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
20
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
+$6.1M
2
Goldman Sachs
Goldman Sachs
New York
+$942K
3
Renaissance Technologies
Renaissance Technologies
New York
+$363K
4
Citadel Advisors
Citadel Advisors
Florida
+$267K
5
RJA
Raymond James & Associates
Florida
+$257K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$996K
2
BFC
Banc Funds Company
Illinois
-$505K
3
MCM
Maltese Capital Management
New York
-$470K
4
PRCP
Pacific Ridge Capital Partners
Oregon
-$209K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$13K +$5.62K +483 +96%
Legal & General Group
52
Legal & General Group
United Kingdom
$12.6K +$943 +81 +9%
AIP
53
Ameritas Investment Partners
Nebraska
$10.4K – – –
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$9.74K -$3.48K -299 -28%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$8.74K – – –
PWA
56
Provenance Wealth Advisors
Florida
$5.13K – – –
AB
57
Amalgamated Bank
New York
$5K – – –
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$2.42K -$94.4K -8,107 -98%
C
59
Covestor
United Kingdom
$1K +$710 +61 New
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$526 – – –
PS
61
Principal Securities
Iowa
$436 – – –
LCM
62
Landscape Capital Management
New Jersey
– -$136K -11,951 Closed
Squarepoint
63
Squarepoint
New York
– -$133K -11,662 Closed
AIG
64
American International Group
New York
– -$59.1K -5,186 Closed
AWM
65
Avior Wealth Management
Nebraska
– -$11 -1 Closed
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
– +$361 +31 New
1 2
3

USCB Hedge Fund Activity: Q2 2024 in Review

62 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q2 2024, worth a combined $153M — up 12% from $137M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new USCB positions and 4 closed out — a net gain of 9 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Mendon Capital Advisors, adding an estimated $6.1M. The largest seller was Curi RMB Capital, cutting an estimated $996K.

  • 62 institutional investors held USCB Financial Holdings (USCB) as of Q2 2024, up from 53 in Q1 2024.
  • Funds reported $153M of USCB Financial Holdings stock for Q2 2024, up 12% quarter-over-quarter.
  • 13 funds opened new USCB Financial Holdings positions in Q2 2024 and 4 closed out, a net change of +9 holders.
  • The largest USCB Financial Holdings buyer in Q2 2024 was Mendon Capital Advisors, an estimated $6.1M added.
  • The largest USCB Financial Holdings seller in Q2 2024 was Curi RMB Capital, an estimated $996K sold.

Based on aggregated 13F filings for Q2 2024.