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USCB Financial Holdings

45 hedge funds and large institutions have $133M invested in USCB Financial Holdings in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

15% more capital invested

Capital invested by funds: $116M → $133M (+$16.9M)

0.41% more ownership

Funds ownership: 50.35%50.76% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 4945 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
16
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$58.8M
ACM
2
Abrams Capital Management
Massachusetts
$11.1M -$179K -13,960 -2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$10.8M -$165K -12,857 -2%
CRC
4
Curi RMB Capital
Illinois
$7.71M
BlackRock
5
BlackRock
New York
$7.37M +$937K +72,895 +15%
MCM
6
Maltese Capital Management
New York
$6.52M -$287K -22,300 -4%
ECA
7
Endeavour Capital Advisors
Connecticut
$4.53M -$150K -11,664 -3%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$4.45M -$143K -11,156 -3%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.29M +$449K +34,951 +12%
BFC
10
Banc Funds Company
Illinois
$3.67M -$1.22M -95,000 -25%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.46M +$677K +52,682 +39%
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$2.23M
ROC
13
River Oaks Capital
Minnesota
$1.4M +$615K +47,872 +81%
State Street
14
State Street
Massachusetts
$1.22M +$86.9K +6,761 +8%
RJA
15
Raymond James & Associates
Florida
$1.21M +$1.19M +92,384 New
Northern Trust
16
Northern Trust
Illinois
$1.16M +$142K +11,076 +14%
KCM
17
Kennedy Capital Management
Missouri
$735K
EVC
18
Eidelman Virant Capital
Missouri
$481K
EM
19
ELCO Management
New York
$460K +$451K +35,114 New
Charles Schwab
20
Charles Schwab
California
$382K +$69.7K +5,422 +23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$367K +$91.5K +7,117 +34%
KTA
22
Keeley-Teton Advisors
Illinois
$262K
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$219K +$10.8K +839 +5%
N
24
Nuveen
North Carolina
$204K
Renaissance Technologies
25
Renaissance Technologies
New York
$199K +$1.29K +100 +0.7%

USCB Hedge Fund Activity: Q3 2022 in Review

45 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q3 2022, worth a combined $133M — up 15% from $116M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of USCB and 5 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.19M. The largest seller was Banc Funds Company, cutting an estimated $1.22M.

  • 45 institutional investors held USCB Financial Holdings (USCB) as of Q3 2022, down from 49 in Q2 2022.
  • Funds reported $133M of USCB Financial Holdings stock for Q3 2022, up 15% quarter-over-quarter.
  • 5 funds opened new USCB Financial Holdings positions in Q3 2022 and 8 closed out, a net change of -3 holders.
  • The largest USCB Financial Holdings buyer in Q3 2022 was Raymond James & Associates, an estimated $1.19M added.
  • The largest USCB Financial Holdings seller in Q3 2022 was Banc Funds Company, an estimated $1.22M sold.

Based on aggregated 13F filings for Q3 2022.