FUNC Institutional Ownership
First United Corporation
1W: +4.7%
1M: +5.5%
3M: +0.2%
YTD: +24.0%
1Y: +24.9%
3Y: +194.5%
5Y: +188.9%
$46.03
+0.36 (+0.79%)
After Hours: $46.08 (+0.05, +0.11%)
Weekly Expected Move ±4.7%
$42
$44
$46
$48
$50
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — FUNC
96
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$133M
Total Invested
11
New Positions
36
Increased
28
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (102 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 456,248 | $21M | +65,335 | +16.7% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 361,916 | $17M | +974 | +0.3% | 102Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 269,289 | $12M | +332 | +0.1% | 2Q | SEC ↗ |
| 4 | GENDELL JEFFREY L | 178,352 | $8M | — | +0.0% | 42Q | SEC ↗ |
| 5 | De Lisle Partners LLP | 164,390 | $8M | — | +0.0% | 10Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 151,702 | $7M | +12,134 | +8.7% | 83Q | SEC ↗ |
| 7 | Huber Capital Management LLC | 119,937 | $5M | — | +0.0% | 17Q | SEC ↗ |
| 8 | AMERICAN CENTURY COMPANIES INC | 113,551 | $5M | +191 | +0.2% | 15Q | SEC ↗ |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 111,195 | $5M | +7,600 | +7.3% | 30Q | SEC ↗ |
| 10 | ACADIAN ASSET MANAGEMENT LLC | 106,844 | $5M | +12,138 | +12.8% | 18Q | SEC ↗ |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 101,766 | $5M | +1,195 | +1.2% | 11Q | SEC ↗ |
| 12 | STATE STREET CORP | 85,440 | $4M | -1,916 | -2.2% | 20Q | SEC ↗ |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 75,780 | $3M | — | +0.0% | 48Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 64,429 | $3M | +4,946 | +8.3% | 101Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 62,888 | $3M | -1,375 | -2.1% | 15Q | SEC ↗ |
| 16 | MORGAN STANLEY | 52,964 | $2M | -696 | -1.3% | 51Q | SEC ↗ |
| 17 | TWO SIGMA INVESTMENTS, LP | 47,822 | $2M | +10,065 | +26.7% | 5Q | SEC ↗ |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 40,785 | $2M | +6,020 | +17.3% | 2Q | SEC ↗ |
| 19 | VANGUARD FIDUCIARY TRUST CO | 39,638 | $2M | +1,693 | +4.5% | 2Q | SEC ↗ |
| 20 | Empowered Funds, LLC | 38,112 | $2M | — | +0.0% | 13Q | SEC ↗ |
| 21 | Daytona Street Capital LLC | 37,130 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 22 | MARSHALL WACE, LLP | 29,242 | $1M | +622 | +2.2% | 4Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 25,576 | $1M | +1,587 | +6.6% | 38Q | SEC ↗ |
| 24 | LSV ASSET MANAGEMENT | 24,000 | $1M | +1,294 | +5.7% | 21Q | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 23,343 | $1M | -5,442 | -18.9% | 4Q | SEC ↗ |
| 26 | MARTINGALE ASSET MANAGEMENT L P | 22,613 | $1M | +2 | +0.0% | 2Q | SEC ↗ |
| 27 | SummerHaven Investment Management, LLC | 22,372 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 28 | HoldCo Asset Management, LP | 20,804 | $950K | — | +0.0% | 5Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 19,928 | $910K | -3,221 | -13.9% | 8Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 17,651 | $806K | — | +0.0% | 1Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 17,651 | $806K | +1,728 | +10.9% | 5Q | SEC ↗ |
| 32 | Angel Oak Capital Advisors, LLC | 17,000 | $776K | -6,700 | -28.3% | 7Q | SEC ↗ |
| 33 | LOS ANGELES CAPITAL MANAGEMENT LLC | 14,771 | $675K | -4,506 | -23.4% | 3Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 13,149 | $601K | -2,032 | -13.4% | 16Q | SEC ↗ |
| 35 | Trexquant Investment LP | 12,058 | $551K | -458 | -3.7% | 8Q | SEC ↗ |
| 36 | Nuveen, LLC | 11,985 | $547K | +6,083 | +103.1% | 5Q | SEC ↗ |
| 37 | PRICE T ROWE ASSOCIATES INC /MD | 11,619 | $531K | +947 | +8.9% | 7Q | SEC ↗ |
| 38 | HSBC HOLDINGS PLC | 11,484 | $524K | -24 | -0.2% | 3Q | SEC ↗ |
| 39 | Squarepoint Ops LLC | 11,100 | $507K | -3,345 | -23.2% | 3Q | SEC ↗ |
| 40 | BARCLAYS PLC | 10,178 | $465K | -631 | -5.8% | 8Q | SEC ↗ |
| 41 | PRUDENTIAL FINANCIAL INC | 8,125 | $371K | +680 | +9.1% | 2Q | SEC ↗ |
| 42 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7,781 | $355K | -714 | -8.4% | 11Q | SEC ↗ |
| 43 | AQR CAPITAL MANAGEMENT LLC NEW | 7,676 | $351K | — | +0.0% | 1Q | SEC ↗ |
| 44 | OSAIC HOLDINGS, INC. | 7,114 | $325K | +49 | +0.7% | 5Q | SEC ↗ |
| 45 | MILLENNIUM MANAGEMENT LLC | 6,951 | $317K | -2,467 | -26.2% | 2Q | SEC ↗ |
| 46 | Connor, Clark & Lunn Investment Manage | 6,299 | $288K | — | +0.0% | 3Q | SEC ↗ |
| 47 | RITHOLTZ WEALTH MANAGEMENT | 5,813 | $265K | -1,094 | -15.8% | 8Q | SEC ↗ |
| 48 | Wealthspire Advisors, LLC | 5,742 | $262K | — | +0.0% | 4Q | SEC ↗ |
| 49 | LAZARD ASSET MANAGEMENT LLC NEW | 5,595 | $256K | — | +0.0% | 1Q | SEC ↗ |
| 50 | CANADA PENSION PLAN INVESTMENT BOARD NEW | 5,400 | $247K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 17,651 | $806K |
| AQR CAPITAL MANAGEMENT LLC | 7,676 | $351K |
| LAZARD ASSET MANAGEMENT LLC | 5,595 | $256K |
| CANADA PENSION PLAN INVESTMENT BOAR | 5,400 | $247K |
| LOGAN CAPITAL MANAGEMENT INC | 4,951 | $226K |
| Trail Ridge Investment Advisors, LL | 4,948 | $226K |
| SeaCrest Wealth Management, LLC | 4,732 | $216K |
| MERCER GLOBAL ADVISORS INC /ADV | 343 | $16K |
| Integrated Wealth Concepts LLC | 49 | $2K |
| Quarry LP | 34 | $2K |
| Arax Advisory Partners | 33 | $2K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fourthstone LLC | 37,500 | $2M |
| JANE STREET GROUP, LLC | 13,389 | $611K |
| Kestra Advisory Services, LLC | 1,016 | $46K |
| WHITTIER TRUST CO | 375 | $17K |
| State of Wyoming | 299 | $14K |
| AMALGAMATED BANK | 189 | $9K |
| NewEdge Advisors, LLC | 67 | $3K |
| Evergreen Advisors, LLC | 23 | $1K |
| MAI Capital Management | 3 | $0K |
| Root Financial Partners, LLC | 3 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +65,335 | +16.7% | 456,248 |
| ACADIAN ASSET MANAGEMENT LLC | +12,138 | +12.8% | 106,844 |
| GEODE CAPITAL MANAGEMENT, LLC | +12,134 | +8.7% | 151,702 |
| TWO SIGMA INVESTMENTS, LP | +10,065 | +26.7% | 47,822 |
| RENAISSANCE TECHNOLOGIES LLC | +7,600 | +7.3% | 111,195 |
| Nuveen, LLC | +6,083 | +103.1% | 11,985 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +6,020 | +17.3% | 40,785 |
| NORTHERN TRUST CORP | +4,946 | +8.3% | 64,429 |
| Russell Investments Group, Ltd. | +2,871 | +407.8% | 3,575 |
| WELLS FARGO & COMPANY/MN | +2,823 | +124.0% | 5,100 |
| CITIGROUP INC | +2,530 | +903.6% | 2,810 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +1,728 | +10.9% | 17,651 |
| VANGUARD FIDUCIARY TRUST CO | +1,693 | +4.5% | 39,638 |
| Bank of New York Mellon Corp | +1,587 | +6.6% | 25,576 |
| LSV ASSET MANAGEMENT | +1,294 | +5.7% | 24,000 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +1,195 | +1.2% | 101,766 |
| Police & Firemen's Retirement Syste | +1,032 | +85.9% | 2,233 |
| DIMENSIONAL FUND ADVISORS LP | +974 | +0.3% | 361,916 |
| PRICE T ROWE ASSOCIATES INC /MD | +947 | +8.9% | 11,619 |
| BNP PARIBAS FINANCIAL MARKETS | +819 | +63.5% | 2,109 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Angel Oak Capital Advisors, LLC | -6,700 | -28.3% | 17,000 |
| Qube Research & Technologies Ltd | -5,442 | -18.9% | 23,343 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -4,506 | -23.4% | 14,771 |
| Squarepoint Ops LLC | -3,345 | -23.2% | 11,100 |
| CITADEL ADVISORS LLC | -3,221 | -13.9% | 19,928 |
| MILLENNIUM MANAGEMENT LLC | -2,467 | -26.2% | 6,951 |
| ROYAL BANK OF CANADA | -2,032 | -13.4% | 13,149 |
| STATE STREET CORP | -1,916 | -2.2% | 85,440 |
| BANK OF AMERICA CORP /DE | -1,726 | -27.4% | 4,562 |
| GOLDMAN SACHS GROUP INC | -1,375 | -2.1% | 62,888 |
| RITHOLTZ WEALTH MANAGEMENT | -1,094 | -15.8% | 5,813 |
| Tower Research Capital LLC (TRC) | -914 | -54.7% | 758 |
| Corient Private Wealth LP | -900 | -16.4% | 4,579 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -714 | -8.4% | 7,781 |
| MORGAN STANLEY | -696 | -1.3% | 52,964 |
| BARCLAYS PLC | -631 | -5.8% | 10,178 |
| UBS Group AG | -464 | -18.8% | 1,999 |
| Trexquant Investment LP | -458 | -3.7% | 12,058 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -242 | -74.2% | 84 |
| Sterling Capital Management LLC | -76 | -38.2% | 123 |