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USCB Financial Holdings

49 hedge funds and large institutions have $111M invested in USCB Financial Holdings in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

4.32% more ownership

Funds ownership: 53.05%57.37% (+4.3%)

4% more funds holding

Funds holding: 4749 (+2)

14% less capital invested

Capital invested by funds: $129M → $111M (-$18.1M)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
21
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$44.4M
ECA
2
Endeavour Capital Advisors
Connecticut
$9.55M +$4.99M +415,162 +75%
AllianceBernstein
3
AllianceBernstein
Tennessee
$8.85M +$561K +46,700 +6%
CRC
4
Curi RMB Capital
Illinois
$8.19M
ACM
5
Abrams Capital Management
Massachusetts
$6.42M
BlackRock
6
BlackRock
New York
$5.84M -$83.3K -6,930 -1%
MCM
7
Maltese Capital Management
New York
$4.55M -$451K -37,500 -8%
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.55M +$305K +25,356 +8%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$3.28M -$30.6K -2,549 -0.8%
BFC
10
Banc Funds Company
Illinois
$2.77M
ROC
11
River Oaks Capital
Minnesota
$2.12M +$1.25M +103,744 +94%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.04M +$92.8K +7,721 +4%
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$1.68M
RJA
14
Raymond James & Associates
Florida
$1.31M +$183K +15,200 +13%
State Street
15
State Street
Massachusetts
$1.06M +$24K +2,000 +2%
Northern Trust
16
Northern Trust
Illinois
$876K -$1.15K -96 -0.1%
EM
17
ELCO Management
New York
$819K +$212K +17,651 +27%
KCM
18
Kennedy Capital Management
Missouri
$657K +$125K +10,406 +19%
BFM
19
Boothbay Fund Management
New York
$446K +$542K +45,089 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$360K -$11.3K -939 -3%
Charles Schwab
21
Charles Schwab
California
$291K -$11.1K -925 -3%
KTA
22
Keeley-Teton Advisors
Illinois
$285K +$30K +2,500 +10%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$197K +$240K +19,947 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$169K +$2.99K +249 +1%
Two Sigma Investments
25
Two Sigma Investments
New York
$164K -$233K -19,394 -54%

USCB Hedge Fund Activity: Q1 2023 in Review

49 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q1 2023, worth a combined $111M — down 14% from $129M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new USCB positions and 2 closed out — a net gain of 2 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $4.99M. The largest seller was Maltese Capital Management, cutting an estimated $451K.

  • 49 institutional investors held USCB Financial Holdings (USCB) as of Q1 2023, up from 47 in Q4 2022.
  • Funds reported $111M of USCB Financial Holdings stock for Q1 2023, down 14% quarter-over-quarter.
  • 4 funds opened new USCB Financial Holdings positions in Q1 2023 and 2 closed out, a net change of +2 holders.
  • The largest USCB Financial Holdings buyer in Q1 2023 was Endeavour Capital Advisors, an estimated $4.99M added.
  • The largest USCB Financial Holdings seller in Q1 2023 was Maltese Capital Management, an estimated $451K sold.

Based on aggregated 13F filings for Q1 2023.