Union Bankshares, Inc.
Hedge Funds Holdings

Last updated:

Union Bankshares, Inc.‘s stocks are currently a part of 14 hedge funds’ portfolios, which represents 4.49% of the total amount of its stocks outstanding. This makes up a total of 202.65K shares of Union Bankshares, Inc.. Compared to the previous quarter, the number fell by -57.82% or -277.74K shares fewer. As for the holding position changes, 42.86% (6) of current hedge fund investors increased the number of shares held, 14.29% (2) of current holders sold a part of the shares held, and 28.57% (4) closed the holdings completely. 2 hedge funds are new holders of Union Bankshares, Inc. stock in Q1 2023, it is 14.29% of total holders.

Hedge funds holding Union Bankshares (Q2 2018 – Q1 2023)

Number of hedge funds
Q2 2018 40
Q3 2018 43
Q4 2018 41
Q1 2019 42
Q2 2019 40
Q3 2019 40
Q4 2019 42
Q1 2020 34
Q2 2020 27
Q3 2020 24
Q4 2020 28
Q1 2021 31
Q2 2021 34
Q3 2021 31
Q4 2021 29
Q1 2022 27
Q2 2022 25
Q3 2022 26
Q4 2022 27
Q1 2023 14

Hedge funds changes in Union Bankshares positions (Q2 2018 – Q1 2023)

Changes in positions
Q2 2018 3151237
Q3 2018 5176213
Q4 2018 5131373
Q1 2019 3127218
Q2 2019 4161046
Q3 2019 4129411
Q4 2019 4171128
Q1 2020 216880
Q2 2020 531512-8
Q3 2020 121344
Q4 2020 651232
Q1 2021 611833
Q2 2021 714940
Q3 2021 281254
Q4 2021 19937
Q1 2022 271035
Q2 2022 211543
Q3 2022 275111
Q4 2022 47934
Q1 2023 26240

Hedge funds changes in Union Bankshares stock options (Q2 2018 – Q1 2023)

Changes in stock options
Q2 2018 0 0
Q3 2018 7,000 0
Q4 2018 0 0
Q1 2019 0 0
Q2 2019 0 0
Q3 2019 0 0
Q4 2019 0 0
Q1 2020 0 0
Q2 2020 0 0
Q3 2020 0 0
Q4 2020 0 0
Q1 2021 0 0
Q2 2021 0 0
Q3 2021 0 0
Q4 2021 0 0
Q1 2022 0 0
Q2 2022 0 0
Q3 2022 0 0
Q4 2022 0 0
Q1 2023 0 0

Top 50 hedge fund holders of Union Bankshares, Inc. (NASDAQ:UNB)

Hedge fund Value Shares owned Portfolio share
VANGUARD GROUP INC 2.93M 129.57K 0.000%
FMR LLC 1.42M 62.92K 0.000%
SPEARS ABACUS ADVISORS LLC 1.09M 48.51K 0.108%
GEODE CAPITAL MANAGEMENT, LLC 811K 35.89K 0.000%
CARDINAL CAPITAL MANAGEMENT 776K 34.31K 0.184%
TRUST CO OF VERMONT 664K 29.33K 0.053%
DIMENSIONAL FUND ADVISORS LP 663K 29.30K 0.000%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 553K 24.43K 0.001%
NORTHERN TRUST CORP 498K 22.03K 0.000%
BANK OF NEW YORK MELLON CORP 436K 19.24K 0.000%
LPL FINANCIAL LLC 423K 18.70K 0.000%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 371K 16.39K 0.010%
MORGAN STANLEY 262K 11.58K 0.000%
BLACKROCK INC. Larry Fink 239K 10.54K 0.000%
STATE STREET CORP 209K 9.25K 0.000%
MILLENNIUM MANAGEMENT LLC Israel Englander 206K 9.11K 0.000%
WELLS FARGO & COMPANY/MN 33K 1.42K 0.000%
BANK OF AMERICA CORP /DE/ 29K 1.26K 0.000%
TOWER RESEARCH CAPITAL LLC (TRC) 27K 1.20K 0.000%
CLEAN YIELD GROUP 10K 450 0.005%
CITIGROUP INC 7K 319 0.000%
FIRST MANHATTAN CO. LLC. 4K 200 0.000%
ROYAL BANK OF CANADA 2K 84 0.000%
ADVISOR GROUP HOLDINGS, INC. 2K 100 0.000%
CREDIT SUISSE AG/ 2K 77 0.000%
BNP PARIBAS ARBITRAGE, SNC 701 31 0.000%
STIFEL FINANCIAL CORP 0 0 0.000%