UNITED FINL BANCORP INC NEW (UBNK)
Institutional ownership reported to the SEC as of Q3 2019, across 4 quarters.
128
Reporting holders
$477.4M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $58.4M | 4,286,513 | 0.02% | 4q | HELD |
| BlackRock Inc. | $52.7M | 3,869,671 | 0.00% | 4q | -3.0%-$1.6M |
| VANGUARD GROUP INC | $36.8M | 2,698,122 | 0.00% | 4q | +14.9%+$4.8M |
| RENAISSANCE TECHNOLOGIES LLC | $24.8M | 1,822,539 | 0.02% | 4q | +3.4%+$812.3K |
| WELLS FARGO & COMPANY/MN | $24.7M | 1,810,657 | 0.01% | 4q | +1852.9%+$23.4M |
| Tudor Investment Corp Et Al | $22.2M | 1,631,735 | 0.76% | new | NEW |
| WATER ISLAND CAPITAL LLC | $20.6M | 1,509,249 | 1.28% | new | NEW |
| NORTHERN TRUST CORP | $18.9M | 1,385,432 | 0.00% | 4q | +1.5%+$271.5K |
| STATE STREET CORP | $17.5M | 1,287,467 | 0.00% | 4q | +3.9%+$662.7K |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $17.1M | 1,256,064 | 0.77% | 4q | -8.1%-$1.5M |
| ARP AMERICAS LP | $16.9M | 1,241,806 | 1.15% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $9.5M | 697,811 | 0.00% | 4q | +1.5%+$141.2K |
| OMERS ADMINISTRATION Corp | $8.5M | 624,500 | 0.08% | new | NEW |
| GOLDMAN SACHS GROUP INC | $7.8M | 573,594 | 0.00% | 4q | +594.6%+$6.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $7.3M | 536,603 | 0.00% | 4q | -32.9%-$3.6M |
| Vivaldi Asset Management, LLC | $6.6M | 485,432 | 2.15% | new | NEW |
| CNH PARTNERS LLC | $6.4M | 470,878 | 0.09% | new | NEW |
| Magnetar Financial LLC | $6.4M | 469,349 | 0.16% | new | NEW |
| Assenagon Asset Management S.A. | $5.1M | 374,955 | 0.03% | new | NEW |
| Bank of New York Mellon Corp | $5.0M | 363,771 | 0.00% | 4q | -1.5%-$74.8K |
| Nuveen Asset Management, LLC | $4.5M | 326,880 | 0.00% | 2q | -1.2%-$53.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $4.3M | 313,920 | 0.02% | 3q | +2.5%+$104.4K |
| BRIDGEWAY CAPITAL MANAGEMENT INC | $4.3M | 313,500 | 0.06% | 4q | HELD |
| PRUDENTIAL FINANCIAL INC | $4.3M | 312,738 | 0.01% | 4q | -13.7%-$674.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.2M | 304,445 | 0.00% | 4q | +3.2%+$129.7K |
| HENNESSY ADVISORS INC | $3.7M | 270,000 | 0.18% | 4q | -1.8%-$68.1K |
| ALLIANCEBERNSTEIN L.P. | $3.6M | 266,180 | 0.00% | 4q | +295.1%+$2.7M |
| CITIGROUP INC | $3.6M | 261,620 | 0.00% | 4q | +1308.6%+$3.3M |
| TWO SIGMA INVESTMENTS, LP | $3.0M | 220,027 | 0.01% | 3q | +31.2%+$712.3K |
| TWO SIGMA ADVISERS, LP | $3.0M | 220,012 | 0.01% | 2q | +215.1%+$2.0M |
| BOOTHBAY FUND MANAGEMENT, LLC | $2.9M | 210,816 | 0.26% | new | NEW |
| JPMORGAN CHASE & CO | $2.7M | 201,377 | 0.00% | 4q | +26.8%+$579.9K |
| VICTORY CAPITAL MANAGEMENT INC | $2.5M | 187,087 | 0.00% | 4q | +10.7%+$246.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.4M | 173,200 | 0.01% | 2q | +129.3%+$1.3M |
| MALTESE CAPITAL MANAGEMENT LLC | $2.1M | 156,534 | 0.18% | 4q | -84.7%-$11.8M |
| GAM Holding AG | $2.1M | 156,000 | 0.09% | new | NEW |
| Teton Advisors, Inc. | $2.1M | 153,560 | 0.21% | 4q | -25.4%-$713.4K |
| Brandywine Global Investment Management, LLC | $2.0M | 147,563 | 0.01% | 4q | -1.2%-$24.1K |
| Balyasny Asset Management LLC | $1.9M | 142,094 | 0.01% | new | NEW |
| CREDIT SUISSE AG/ | $1.9M | 139,914 | 0.00% | 4q | +211.8%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $1.8M | 130,472 | 0.00% | 4q | +106.0%+$915.1K |
| Parametric Portfolio Associates LLC | $1.7M | 125,760 | 0.00% | 4q | +79.5%+$759.1K |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $1.6M | 121,025 | 0.00% | 4q | +10.1%+$151.3K |
| WINTON GROUP Ltd | $1.6M | 115,748 | 0.02% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 111,710 | 0.00% | 2q | +219.1%+$1.0M |
| BARCLAYS PLC | $1.5M | 111,285 | 0.00% | 4q | +184.0%+$982.9K |
| DEUTSCHE BANK AG\ | $1.4M | 104,736 | 0.00% | 7q | +164.4%+$886.6K |
| STRS OHIO | $1.4M | 102,400 | 0.00% | 4q | +100.0%+$697.0K |
| SG Americas Securities, LLC | $1.4M | 100,850 | 0.01% | 3q | +1255.7%+$1.3M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $1.4M | 100,715 | 0.02% | 4q | +3.9%+$52.0K |
| Swiss National Bank | $1.3M | 94,965 | 0.00% | 4q | HELD |
| D. E. Shaw & Co., Inc. | $1.3M | 94,148 | 0.00% | 4q | -37.3%-$764.5K |
| MILLENNIUM MANAGEMENT LLC | $1.2M | 86,137 | 0.00% | 4q | +77.1%+$511.1K |
| Invesco Ltd. | $1.2M | 84,773 | 0.00% | 4q | -2.7%-$31.6K |
| RHUMBLINE ADVISERS | $1.1M | 81,977 | 0.00% | 4q | +9.3%+$94.8K |
| AMERIPRISE FINANCIAL INC | $1.1M | 81,467 | 0.00% | 4q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.1M | 79,118 | 0.00% | 4q | +1.1%+$12.1K |
| IndexIQ Advisors LLC | $1.0M | 74,465 | 0.04% | 3q | -15.8%-$190.1K |
| ALPHASIMPLEX GROUP, LLC | $1.0M | 74,030 | 0.38% | new | NEW |
| RAMIUS ADVISORS LLC | $984.0K | 72,218 | 0.23% | new | FIRST |
| Patriot Financial Group Insurance Agency, LLC | $919.0K | 67,428 | 0.41% | 4q | -12.5%-$131.6K |
| BRINKER CAPITAL INC | $888.0K | 65,136 | 0.03% | 4q | +7.0%+$58.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $852.0K | 62,515 | 0.00% | 4q | HELD |
| CAPSTONE INVESTMENT ADVISORS, LLC | $814.0K | 59,748 | 0.01% | new | NEW |
| UBS Group AG | $783.0K | 57,495 | 0.00% | 4q | +87.9%+$366.4K |
| UBS ASSET MANAGEMENT AMERICAS INC | $778.3K | 57,105 | 0.00% | 4q | +40.8%+$225.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $777.0K | 57,054 | 0.00% | 4q | +5.7%+$41.6K |
| CITADEL ADVISORS LLC | $767.0K | 56,221 | 0.00% | new | NEW |
| MORGAN STANLEY | $675.0K | 49,478 | 0.00% | 8q | -19.5%-$163.8K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $560.0K | 41,088 | 0.00% | 4q | HELD |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $488.0K | 35,815 | 0.37% | 4q | -17.2%-$101.6K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $458.0K | 33,462 | 0.00% | 4q | -0.5%-$2.5K |
| Grantham, Mayo, Van Otterloo & Co. LLC | $440.0K | 32,300 | 0.00% | new | NEW |
| AMERICAN INTERNATIONAL GROUP INC | $437.0K | 32,062 | 0.00% | 4q | -0.7%-$3.0K |
| FIRST TRUST ADVISORS LP | $409.0K | 30,009 | 0.00% | 4q | -38.4%-$255.4K |
| Virtu Financial LLC | $374.0K | 27,408 | 0.03% | new | NEW |
| SEI INVESTMENTS CO | $358.0K | 26,300 | 0.00% | 4q | +10.0%+$32.7K |
| TDAM USA INC. | $306.0K | 22,438 | 0.02% | 4q | HELD |
| Voya Investment Management LLC | $301.0K | 22,068 | 0.00% | 4q | HELD |
| MetLife Investment Management, LLC | $298.5K | 21,901 | 0.00% | 5q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $273.0K | 20,000 | 0.00% | new | NEW |
| Stone Ridge Asset Management LLC | $264.0K | 19,376 | 0.02% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $256.0K | 18,802 | 0.00% | 4q | -24.8%-$84.2K |
| Creative Planning | $246.0K | 18,067 | 0.00% | 4q | HELD |
| Essex Financial Services, Inc. | $244.0K | 17,935 | 0.08% | 4q | HELD |
| Metropolitan Life Insurance Co/NY | $241.0K | 17,683 | 0.00% | 5q | HELD |
| WEBSTER BANK, N. A. | $224.0K | 16,433 | 0.03% | 4q | HELD |
| Clean Yield Group | $219.0K | 16,100 | 0.07% | 4q | HELD |
| Aperio Group, LLC | $218.0K | 16,018 | 0.00% | 2q | -19.3%-$52.0K |
| Russell Investments Group, Ltd. | $213.0K | 15,643 | 0.00% | 4q | -59.5%-$313.1K |
| Legal & General Group Plc | $200.0K | 14,689 | 0.00% | 4q | +56.8%+$72.4K |
| PNC Financial Services Group, Inc. | $192.0K | 14,082 | 0.00% | 4q | -14.1%-$31.6K |
| HUNTINGTON NATIONAL BANK | $155.0K | 11,383 | 0.00% | 4q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $150.0K | 10,982 | 0.03% | 4q | -3.2%-$5.0K |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | $147.0K | 10,750 | 0.00% | 4q | +15.0%+$19.2K |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | $144.0K | 10,598 | 0.00% | new | NEW |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $142.0K | 10,412 | 0.00% | new | NEW |
| HARBOR ADVISORY CORP /MA/ | $136.0K | 10,000 | 0.12% | 4q | HELD |
| PRELUDE CAPITAL MANAGEMENT, LLC | $128.0K | 9,400 | 0.01% | new | NEW |
| Financial Gravity Wealth, Inc. | $112.0K | 8,190 | 0.10% | 3q | -16.1%-$21.4K |
Showing the largest 100 of 128 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2019 | 128 | $477.4M | 35,025,647 | 27 | 40 | 30 | 0.0% |
| Q2 2019 | 120 | $495.3M | 34,936,359 | 14 | 34 | 41 | 0.0% |
| Q1 2019 | 121 | $502.3M | 35,007,098 | 11 | 38 | 35 | 0.0% |
| Q4 2018 | 128 | $530.7M | 36,092,557 | 1 | 0 | 3 | 0.0% |