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USCB Financial Holdings

68 hedge funds and large institutions have $221M invested in USCB Financial Holdings in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $185M → $221M (+$36.6M)

1% more funds holding

Funds holding: 6768 (+1)

1.1% more ownership

Funds ownership: 61.78%62.88% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% 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
3
Increased
28
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$79.6M
ECA
2
Endeavour Capital Advisors
Connecticut
$23.2M -$1.24M -70,871 -5%
AllianceBernstein
3
AllianceBernstein
Tennessee
$16.1M +$16.4K +941 +0.1%
BlackRock
4
BlackRock
New York
$14.6M +$1.76M +101,005 +14%
MCA
5
Mendon Capital Advisors
Florida
$12M +$807K +46,206 +7%
CRC
6
Curi RMB Capital
Illinois
$10.1M
BCM
7
Basswood Capital Management
New York
$9.13M -$627K -35,889 -7%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.91M +$32.3K +1,852 +0.4%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$6.8M -$87.6K -5,019 -1%
MCM
10
Maltese Capital Management
New York
$5.43M -$418K -23,956 -7%
KCM
11
Kennedy Capital Management
Missouri
$5.06M +$3.76M +215,636 +310%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.22M -$5.25K -301 -0.1%
BFC
13
Banc Funds Company
Illinois
$2.65M
State Street
14
State Street
Massachusetts
$2.19M -$6.06K -347 -0.3%
Renaissance Technologies
15
Renaissance Technologies
New York
$2.08M +$305K +17,488 +18%
Bessemer Group
16
Bessemer Group
New Jersey
$2.02M
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.79M +$196K +11,199 +13%
EPCA
18
Elizabeth Park Capital Advisors
Ohio
$1.57M -$528K -30,257 -25%
Northern Trust
19
Northern Trust
Illinois
$1.49M -$11.3K -645 -0.8%
Goldman Sachs
20
Goldman Sachs
New York
$1.16M +$354K +20,300 +45%
Millennium Management
21
Millennium Management
New York
$1.1M +$403K +23,072 +59%
Morgan Stanley
22
Morgan Stanley
New York
$914K +$6.88K +394 +0.8%
JP Morgan Chase
23
JP Morgan Chase
New York
$906K +$547K +31,357 +159%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$816K +$332K +19,028 +71%
EM
25
ELCO Management
New York
$773K -$256K -14,687 -25%

USCB Hedge Fund Activity: Q4 2024 in Review

68 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q4 2024, worth a combined $221M — up 20% from $185M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new USCB positions and 2 closed out — a net gain of 1 holder — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $3.76M. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.24M.

  • 68 institutional investors held USCB Financial Holdings (USCB) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $221M of USCB Financial Holdings stock for Q4 2024, up 20% quarter-over-quarter.
  • 3 funds opened new USCB Financial Holdings positions in Q4 2024 and 2 closed out, a net change of +1 holder.
  • The largest USCB Financial Holdings buyer in Q4 2024 was Kennedy Capital Management, an estimated $3.76M added.
  • The largest USCB Financial Holdings seller in Q4 2024 was Endeavour Capital Advisors, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2024.