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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
Legal & General Group
51
Legal & General Group
United Kingdom
$14.9K
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$13.6K +$10.2K +700 +370%
AIP
53
Ameritas Investment Partners
Nebraska
$12.3K
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$11.6K
Fidelity Investments
55
Fidelity Investments
Massachusetts
$10.3K -$44 -3 -0.4%
TRCT
56
Tower Research Capital (TRC)
New York
$8.17K -$49.9K -3,435 -87%
NA
57
NewEdge Advisors
Louisiana
$6.48K +$6.17K +425 New
PWA
58
Provenance Wealth Advisors
Florida
$6.1K
AB
59
Amalgamated Bank
New York
$6K
HCA
60
Harbor Capital Advisors
Illinois
$5K +$4.42K +304 New
Osaic Holdings
61
Osaic Holdings
Arizona
$2.67K +$2.54K +175 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1K +$930 +64 +206%
Nisa Investment Advisors
63
Nisa Investment Advisors
Missouri
$625
CPA
64
Capital Performance Advisors
California
$549 +$523 +36 New
PS
65
Principal Securities
Iowa
$519
SCM
66
Sterling Capital Management
North Carolina
$412 +$392 +27 New
RJA
67
Raymond James & Associates
Florida
-$283K -22,086 Closed
Invesco
68
Invesco
Georgia
-$208K -16,183 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$155K -12,068 Closed
LSV Asset Management
70
LSV Asset Management
Illinois
-$131K -10,200 Closed
Jane Street
71
Jane Street
New York
-$129K -10,025 Closed
C
72
Covestor
United Kingdom
-$567 -39 -64%

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.