First UnitedFUNC
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 55 institutions reported holding First United Corp. (FUNC) in their 13F filings, up 4 from Q3 2024. 6 opened new positions and 4 sold out. The largest holders were Dimensional Fund Advisors LP ($12.9M), Vanguard Group Inc. ($10.3M) and Fourthstone LLC ($9.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First United Corp.
- CUSIP
- 33741H107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 4 | $243K |
All 13F filers, Q3 2024 → Q4 2024: 295,458 shares bought and 196,766 shares sold, net +98,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.5% | 381,642 | $12.9M |
| Vanguard Group Inc. | 0.00% | No change | 305,160 | $10.3M |
| Fourthstone LLC | 1.84% | Reduce -36.8% | 278,788 | $9.4M |
| Gendell Jeffrey L | 0.19% | No change | 178,352 | $6.0M |
| Basswood Capital Management, L.L.C. | 0.30% | Reduce -2.1% | 150,364 | $5.1M |
| Huber Capital Management LLC | 0.83% | Reduce -0.8% | 123,614 | $4.2M |
| De Lisle Partners LLP | 0.60% | No change | 120,838 | $4.1M |
| Renaissance Technologies | 0.01% | Add +1.2% | 99,795 | $3.4M |
| BlackRock, Inc. | 0.00% | Add +20.1% | 97,520 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +565.9% | 92,430 | $3.1M |
| Acadian Asset Management LLC | 0.01% | Add +9.6% | 86,918 | $2.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -2.4% | 85,153 | $2.9M |
| Bridgeway Capital Management, LLC | 0.06% | Add +0.5% | 77,761 | $2.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.9% | 63,400 | $2.1M |
| Pinnacle Holdings, LLC | 0.86% | Reduce -0.4% | 58,976 | $2.0M |
| American Century Companies Inc. | 0.00% | Add +35.8% | 54,487 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +58.1% | 42,253 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +144.9% | 39,043 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +94.1% | 38,331 | $1.3M |
| EJF Capital LP | 0.84% | Add +0.3% | 36,103 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +0.0% | 31,387 | $1.1M |
| Millennium Management | 0.00% | Add +102.5% | 31,246 | $1.1M |
| Angel Oak Capital Advisors, LLC | 1.24% | — | 27,700 | $934K |
| State Street Corp. | 0.00% | Add +30.2% | 25,519 | $860K |
| Empowered Funds, LLC | 0.01% | Add +5.0% | 24,893 | $839K |
| Marshall Wace, LLP | 0.00% | Add +218.9% | 24,146 | $814K |
| Trexquant Investment LP | 0.01% | Add +22.4% | 21,156 | $713K |
| Morgan Stanley | 0.00% | Add +18.9% | 21,005 | $708K |
| Ritholtz Wealth Management | 0.02% | Add +34.9% | 20,786 | $701K |
| Informed Momentum Co LLC | 0.09% | Reduce -5.1% | 19,508 | $658K |
| Citadel Advisors | 0.00% | Reduce -32.2% | 17,450 | $588K |
| Royal Bank of Canada | 0.00% | Reduce -17.5% | 16,925 | $571K |
| LSV Asset Management | 0.00% | No change | 15,900 | $536K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 15,688 | $529K |
| Jane Street Group, LLC | 0.00% | New | 15,552 | $524K |
| Bank of New York Mellon Corp | 0.00% | Add +31.3% | 15,440 | $520K |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 13,785 | $465K |
| Bank of America Corp. | 0.00% | Add +449.4% | 11,648 | $393K |
| 683 Capital Management, LLC | 0.04% | New | 10,063 | $339K |
| Barclays PLC | 0.00% | Add +122.2% | 9,374 | $316K |
| Citigroup Inc. | 0.00% | Reduce -24.9% | 7,646 | $258K |
| T. Rowe Price Associates Inc. | 0.00% | New | 7,001 | $237K |
| Logan Capital Management Inc. | 0.01% | No change | 4,951 | $167K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -18.4% | 3,913 | $132K |
| Aster Capital Management (DIFC) Ltd | 0.05% | No change | 3,733 | $126K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Reduce -5.5% | 3,072 | $104K |
| State of Wyoming | 0.00% | Reduce -14.1% | 876 | $30K |
| FMR LLC | 0.00% | Reduce -10.4% | 865 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +194.4% | 742 | $25K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 400 | $14K |
| BNP Paribas Financial Markets | 0.00% | New | 256 | $9K |
| Point72 (DIFC) Ltd | 0.00% | New | 171 | $6K |
| UBS Group AG | 0.00% | Reduce -84.4% | 62 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 10 | $337 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $28 |
"% of holder's portfolio" is FUNC's weight in each manager's 13F, not the share of First United Corp. the manager owns.