First UnitedFUNC
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 51 institutions reported holding First United Corp. (FUNC) in their 13F filings, up 10 from Q2 2024. 13 opened new positions and 4 sold out. The largest holders were Fourthstone LLC ($13.2M), Dimensional Fund Advisors LP ($11.4M) and Vanguard Group Inc. ($9.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- First United Corp.
- CUSIP
- 33741H107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.6M |
| Exits | 4 | $524K |
All 13F filers, Q2 2024 → Q3 2024: 312,668 shares bought and 53,560 shares sold, net +259,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Fourthstone LLC | 2.93% | Add +30.0% | 441,143 | $13.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.0% | 383,675 | $11.4M |
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 305,160 | $9.1M |
| Gendell Jeffrey L | 0.17% | No change | 178,352 | $5.3M |
| Basswood Capital Management, L.L.C. | 0.24% | Reduce -1.3% | 153,540 | $4.6M |
| Huber Capital Management LLC | 0.75% | No change | 124,556 | $3.7M |
| De Lisle Partners LLP | 0.59% | Add +9.0% | 120,838 | $3.6M |
| Renaissance Technologies | 0.00% | Add +19.9% | 98,595 | $2.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 87,280 | $2.6M |
| BlackRock, Inc. | 0.00% | — | 81,170 | $2.4M |
| Acadian Asset Management LLC | 0.01% | Add +18.9% | 79,288 | $2.4M |
| Bridgeway Capital Management, LLC | 0.05% | Add +1.6% | 77,381 | $2.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 63,971 | $1.9M |
| Pinnacle Holdings, LLC | 0.78% | No change | 59,206 | $1.8M |
| American Century Companies Inc. | 0.00% | Add +0.5% | 40,139 | $1.2M |
| EJF Capital LP | 0.72% | No change | 35,985 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 31,373 | $936K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +54.5% | 26,730 | $826K |
| Citadel Advisors | 0.00% | New | 25,742 | $768K |
| Empowered Funds, LLC | 0.01% | Add +5.4% | 23,713 | $708K |
| HoldCo Asset Management, LP | 3.28% | No change | 20,804 | $621K |
| Informed Momentum Co LLC | 0.09% | New | 20,559 | $613K |
| Royal Bank of Canada | 0.00% | Reduce -44.0% | 20,516 | $612K |
| Goldman Sachs Group Inc. | 0.00% | Add +9.1% | 19,752 | $589K |
| State Street Corp. | 0.00% | Reduce -7.5% | 19,596 | $585K |
| Morgan Stanley | 0.00% | Add +10.4% | 17,667 | $527K |
| Trexquant Investment LP | 0.01% | New | 17,286 | $516K |
| Qube Research & Technologies Ltd | 0.00% | Add +7563.5% | 15,940 | $476K |
| LSV Asset Management | 0.00% | No change | 15,900 | $474K |
| Millennium Management | 0.00% | Add +20.1% | 15,431 | $460K |
| Ritholtz Wealth Management | 0.01% | New | 15,412 | $460K |
| Susquehanna International Group, LLP | 0.00% | New | 13,880 | $414K |
| Invesco Ltd. | 0.00% | Add +0.4% | 13,865 | $414K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 11,757 | $351K |
| Citigroup Inc. | 0.00% | Add +113.1% | 10,179 | $304K |
| Marshall Wace, LLP | 0.00% | New | 7,572 | $226K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 6,766 | $202K |
| Logan Capital Management Inc. | 0.01% | No change | 4,951 | $148K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 4,793 | $143K |
| Barclays PLC | 0.00% | New | 4,218 | $126K |
| Aster Capital Management (DIFC) Ltd | 0.02% | — | 3,733 | $111K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 3,249 | $97K |
| Bank of America Corp. | 0.00% | Add +3.3% | 2,120 | $63K |
| Lazard Asset Management LLC | 0.00% | New | 1,216 | $36K |
| State of Wyoming | 0.00% | Reduce -0.8% | 1,020 | $30K |
| FMR LLC | 0.00% | Add +11.6% | 965 | $29K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 400 | $12K |
| UBS Group AG | 0.00% | Reduce -34.4% | 398 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 252 | $8K |
| Northwest Financial Advisors | 0.00% | New | 100 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.5% | 66 | $2K |
"% of holder's portfolio" is FUNC's weight in each manager's 13F, not the share of First United Corp. the manager owns.