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First United (FUNC) Institutional Ownership

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$29.77 -0.48 (-1.59%)
As of 04/30/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for First United (NASDAQ:FUNC)

Current
Institutional Ownership
Percentage
33.27%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$16.82M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$10.64M
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FUNC Institutional Buying and Selling by Quarter

First United Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Bank of New York Mellon Corp16,248$488K0.0%+5.2%0.251%
4/17/2025 Ritholtz Wealth Management15,697$471K0.0%-24.5%0.242%
2/17/2025Millennium Management LLC31,246$1.05M0.0%+102.5%0.483%
2/17/2025Cubist Systematic Strategies LLC3,913$132K0.0%-18.4%0.060%
2/17/2025Bridgeway Capital Management LLC77,761$2.62M0.1%+0.5%1.202%
2/17/2025Citadel Advisors LLC17,450$588K0.0%-32.2%0.270%
2/17/2025Bank of America Corp DE11,648$393K0.0%+449.4%0.180%
2/17/2025Basswood Capital Management L.L.C.150,364$5.07M0.3%-2.1%2.324%
2/17/2025683 Capital Management LLC10,063$339K0.0%N/A0.156%
2/14/2025Jane Street Group LLC15,552$524K0.0%N/A0.240%
2/14/2025Schonfeld Strategic Advisors LLC15,688$529K0.0%N/A0.242%
2/14/2025Price T Rowe Associates Inc. MD7,001$237K0.0%N/A0.108%
2/14/2025Susquehanna International Group LLP92,430$3.12M0.0%+565.9%1.429%
2/14/2025Tower Research Capital LLC TRC 742$25K0.0%+194.4%0.011%
2/14/2025Dimensional Fund Advisors LP381,642$12.87M0.0%-0.5%5.899%
2/13/2025Marshall Wace LLP24,146$814K0.0%+218.9%0.373%
2/13/2025Fourthstone LLC278,788$9.40M1.8%-36.8%4.309%
2/13/2025EAM Investors LLC19,508$658K0.1%-5.1%0.302%
2/13/2025Barclays PLC9,374$317K0.0%+122.2%0.145%
2/13/2025Renaissance Technologies LLC99,795$3.36M0.0%+1.2%1.542%
2/12/2025Huber Capital Management LLC123,614$4.17M0.8%-0.8%1.911%
2/12/2025Trexquant Investment LP21,156$713K0.0%+22.4%0.327%
2/12/2025Geode Capital Management LLC63,400$2.14M0.0%-0.9%0.980%
2/12/2025O Shaughnessy Asset Management LLC42,253$1.42M0.0%+58.1%0.653%
2/12/2025Arrowstreet Capital Limited Partnership85,153$2.87M0.0%-2.4%1.316%
2/11/2025American Century Companies Inc.54,487$1.84M0.0%+35.7%0.842%
2/4/2025 Bank of New York Mellon Corp15,440$520K0.0%+31.3%0.239%
1/31/2025Angel Oak Capital Advisors LLC27,700$934K1.2%N/A0.428%
1/28/2025Empowered Funds LLC24,893$839K0.0%+5.0%0.385%
1/15/2025 Ritholtz Wealth Management20,786$701K0.0%+34.9%0.321%
11/19/2024Barclays PLC4,218$126K0.0%N/A0.065%
11/15/2024Barclays PLC4,218$126K0.0%N/A0.065%
11/15/2024State Street Corp19,596$585K0.0%-7.5%0.303%
11/15/2024Basswood Capital Management L.L.C.153,540$4.58M0.2%-1.3%2.373%
11/15/2024Point72 Asia Singapore Pte. Ltd.3,249$97K0.0%N/A0.050%
11/14/2024Fourthstone LLC441,143$13.16M2.9%+30.0%6.818%
11/14/2024De Lisle Partners LLP120,838$3.62M0.6%+9.0%1.868%
11/6/2024Empowered Funds LLC23,713$708K0.0%+5.4%0.367%
10/16/2024 SeaCrest Wealth Management LLC6,766$202K0.0%N/A0.102%
10/10/2024 Ritholtz Wealth Management15,412$460K0.0%N/A0.232%
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8/13/2024Huber Capital Management LLC124,556$2.54M0.6%+4.2%1.873%
8/9/2024Renaissance Technologies LLC82,195$1.68M0.0%+14.3%1.236%
8/9/2024Dimensional Fund Advisors LP372,330$7.60M0.0%+7.0%5.600%
8/8/2024American Century Companies Inc.39,947$816K0.0%+13.2%0.601%
8/6/2024Acadian Asset Management LLC66,698$1.36M0.0%+72.2%1.003%
5/16/2024EJF Capital LLC35,000$802K0.6%-83.9%0.526%
5/15/2024Gendell Jeffrey L178,352$4.09M0.2%+6.3%2.682%
5/15/2024Price T Rowe Associates Inc. MD9,111$209K0.0%N/A0.137%
5/15/2024Quadrature Capital Ltd12,917$298K0.0%N/A0.194%
5/15/2024Huber Capital Management LLC119,556$2.74M0.6%-2.7%1.798%
5/13/2024O Shaughnessy Asset Management LLC22,805$522K0.0%+103.1%0.343%
5/11/2024Hillsdale Investment Management Inc.4,836$111K0.0%N/A0.073%
5/10/2024Acadian Asset Management LLC38,725$886K0.0%+283.2%0.583%
5/10/2024Vanguard Group Inc.308,612$7.07M0.0%+3.6%4.646%
5/10/2024PARK CIRCLE Co22,900$525K0.5%N/A0.345%
5/7/2024Empowered Funds LLC16,136$370K0.0%+8.0%0.243%
2/15/2024Gendell Jeffrey L167,704$3.94M0.2%+4.4%2.507%
2/14/2024Pinnacle Holdings LLC59,621$1.40M0.6%-7.4%0.891%
2/14/2024Basswood Capital Management L.L.C.156,098$3.67M0.2%-15.4%2.333%
2/6/2024AJOVista LLC2,084$49K0.1%N/A0.031%
11/15/2023EJF Capital LLC224,872$3.65M1.6%-8.0%3.361%
11/13/2023Gendell Jeffrey L160,640$2.61M0.1%+7.7%2.394%
8/7/2023Acadian Asset Management LLC10,106$142K0.0%-12.3%0.151%
8/2/2023Bank of Montreal Can17,423$277K0.0%N/A0.260%
7/27/2023EA Series Trust12,494$178K0.0%N/A0.187%
5/23/2023Royce & Associates LP24,307$410K0.0%+53.2%0.363%
5/12/2023Huber Capital Management LLC113,972$1.92M0.5%+163.5%1.709%
5/12/2023Pinnacle Holdings LLC64,621$1.09M0.5%+5.9%0.969%
5/4/2023Royce & Associates LP24,307$410K0.0%+53.2%0.364%
2/14/2023Gendell Jeffrey L148,919$2.93M0.3%-7.4%2.236%
2/13/2023BHZ Capital Management LP11,355$223K0.1%N/A0.170%
1/19/2023 First United Bank & Trust14,025$275K0.1%N/A0.211%
11/15/2022EJF Capital LLC255,473$4.23M0.7%-1.2%3.836%
11/7/2022LSV Asset Management15,900$263K0.0%+14.2%0.240%
11/4/2022First Republic Investment Management Inc.12,818$212K0.0%N/A0.193%
11/3/2022Barclays PLC3,595$59K0.0%-18.0%0.054%
8/19/2022rhino investment partners Inc49,697$932K0.4%+81.5%0.748%
8/15/2022Basswood Capital Management L.L.C.236,398$4.44M0.3%+0.2%3.561%
8/11/2022rhino investment partners Inc19,290$932K0.4%-29.6%0.291%
8/11/2022O Shaughnessy Asset Management LLC20,759$389K0.0%+63.5%0.313%
8/9/2022 SeaCrest Wealth Management LLC7,451$140K0.0%N/A0.112%
5/27/2022EJF Capital LLC243,348$5.48M0.6%+0.5%3.666%
5/11/2022BHZ Capital Management LP19,601$442K0.1%-6.2%0.296%
5/4/2022rhino investment partners Inc27,382$617K0.3%N/A0.413%
2/9/2022Dimensional Fund Advisors LP308,615$5.82M0.0%-2.7%4.663%
2/7/2022American Century Companies Inc.21,471$405K0.0%+36.9%0.324%
2/7/2022BHZ Capital Management LP20,906$392K0.1%+37.5%0.316%
11/15/2021Dimensional Fund Advisors LP317,207$5.90M0.0%-1.1%5.134%
11/12/2021Renaissance Technologies LLC113,495$2.11M0.0%-18.1%1.716%
11/12/2021Pinnacle Holdings LLC61,286$1.14M0.5%+3.5%0.926%
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11/10/2021American Century Companies Inc.15,689$292K0.0%+16.8%0.237%
11/10/2021Goldman Sachs Group Inc.20,220$376K0.0%-2.6%0.306%
11/9/2021BlackRock Inc.70,485$1.31M0.0%-18.1%1.066%
11/4/2021BHZ Capital Management LP15,209$283K0.1%N/A0.230%
8/17/2021Millennium Management LLC45,673$796K0.0%N/A0.692%
8/17/2021Basswood Capital Management L.L.C.127,159$2.22M0.1%N/A1.927%
8/17/2021Bridgeway Capital Management LLC68,093$1.19M0.0%-12.2%1.032%
8/16/2021Freestone Capital Holdings LLC16,000$279K0.0%N/A0.242%
8/16/2021Goldman Sachs Group Inc.20,765$362K0.0%-50.6%0.315%
8/13/2021EJF Capital LLC227,686$3.97M0.4%N/A3.450%
(Data available from 1/1/2016 forward)

FUNC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FUNC shares?

During the previous two years, 44 institutional investors and hedge funds held shares of First United. The most heavily invested institutionals were Dimensional Fund Advisors LP ($12.87M), Fourthstone LLC ($9.40M), Vanguard Group Inc. ($7.07M), Basswood Capital Management L.L.C. ($5.07M), Huber Capital Management LLC ($4.17M), Gendell Jeffrey L ($4.09M), and De Lisle Partners LLP ($3.62M).Learn more on FUNC's institutional investors.

What percentage of First United stock is owned by institutional investors?

33.27% of First United stock is owned by institutional investors. Learn more on FUNC's institutional investor holdings.

Which institutional investors have been buying First United stock?

Of the 36 institutional investors that purchased First United stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($101.92K), Susquehanna International Group LLP ($78.55K), Huber Capital Management LLC ($75.72K), Acadian Asset Management LLC ($56.59K), Gendell Jeffrey L ($29.13K), Angel Oak Capital Advisors LLC ($27.70K), and O Shaughnessy Asset Management LLC ($27.10K).

How much institutional buying is happening at First United?

Institutional investors have bought a total of 722,099 shares in the last 24 months. This purchase volume represents approximately $19.18M in transactions.

Which First United major shareholders have been selling company stock?

Of the 14 institutional investors that sold First United stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EJF Capital LLC ($202.23K), Fourthstone LLC ($162.36K), Basswood Capital Management L.L.C. ($33.55K), Citadel Advisors LLC ($8.29K), Ritholtz Wealth Management ($5.09K), Pinnacle Holdings LLC ($4.78K), and Huber Capital Management LLC ($4.24K).

How much institutional selling is happening at First United?

Institutional investors have sold a total of 430,209 shares in the last 24 months. This volume of shares sold represents approximately $11.75M in transactions.


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This page (NASDAQ:FUNC) was last updated on 5/1/2025 by MarketBeat.com Staff
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