United Community Banks

UCB • XNYS

United Community Banks is a state commercial banks company on XNYS, led by H. Lynn Harton, with a market cap of $3.9B. As of Q3 2025, 83% of shares are held by 295 institutional investors, with BlackRock, Inc. as the largest holder at 14.53%.

CEOH. Lynn Harton

Market Cap$3.9B

STATE COMMERCIAL BANKS

Employees3.0K

Websiteucbi.com

Overview

Overview of institutional ownership in UCB as of Q3 2025 with a market cap of $3.8B

All Institutions

Institutions: 295
Value Held: $3.1B
Shares Held: 100.4M
Avg Position: $10.7M
Median Position: $574.4K

Hedge Funds

Hedge Funds: 26
Value Held: $86.7M
Shares Held: 2.8M
Avg Position: $3.3M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

80.37%

$3.1B

Hedge Funds

2.28%

$86.7M

Retail & Other

17.35%

$660.7M

Based on market cap of $3.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UCB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$553.5M 0.01% of portfolio	14.53% 17.7M shares	Q2 2024 Held for 1y 5m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$451.3M 0.01% of portfolio	11.85% 14.4M shares	Q2 2024 Held for 1y 5m	$6.69T
FMR LLC Institution	-	$279.2M 0.01% of portfolio	7.33% 8.9M shares	Q2 2024 Held for 1y 5m	$1.92T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$198.7M 0.04% of portfolio	5.22% 6.3M shares	Q3 2024 Held for 1y 2m	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$189.2M 0.01% of portfolio	4.93% 6.0M shares	Q2 2024 Held for 1y 5m	$2.88T
N Neuberger Berman Group LLC Institution	-	$164.8M 0.12% of portfolio	4.33% 5.3M shares	Q4 2023 Held for 1y 11m	$136.94B
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	$114.7M 0.50% of portfolio	3.01% 3.7M shares	Q2 2024 Held for 1y 5m	$23.1B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$90.8M 0.01% of portfolio	2.38% 2.9M shares	Q3 2024 Held for 1y 2m	$1.57T
M MACQUARIE GROUP LTD Institution	-	$69.2M 0.08% of portfolio	1.82% 2.2M shares	Q3 2024 Held for 1y 2m	$82.9B
SNYDER CAPITAL MANAGEMENT L P Long Only Manager	Gary Michael Rafferty CFO	$53.6M 1.01% of portfolio	1.41% 1.7M shares	Q2 2024 Held for 1y 5m	$5.3B

Net Capital Flow

Institutional buying and selling activity for UCB in Q3 2025

Traded: −$18.1M
Buyers: 133
Sellers: 133
Total Bought: +$107.7M
Total Sold: −$125.9M
Avg Position: $9.5M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$13.5M +431.5K shares	$24.3M 774.7K shares
Azora Capital LP Hedge Fund•Long/Short	+$13.4M +428.2K shares	$13.4M 428.2K shares
Q Qube Research & Technologies Ltd Institution	+$12.4M +394.3K shares	$24.0M 766.6K shares
N Neuberger Berman Group LLC Institution	+$7.3M +233.0K shares	$164.8M 5.3M shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	+$6.3M +200.3K shares	$6.3M 200.3K shares
C Capitolis Liquid Global Markets LLC Private Equity	+$5.6M +179.5K shares	$5.6M 179.5K shares
PRUDENTIAL FINANCIAL INC Institution	+$4.6M +145.3K shares	$8.9M 285.1K shares
D DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Institution	+$3.3M +105.6K shares	$3.3M 105.6K shares
J JANE STREET GROUP, LLC Institution	+$3.0M +96.8K shares	$5.3M 169.6K shares
C Cubist Systematic Strategies, LLC Institution	+$2.4M +76.9K shares	$3.9M 124.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$17.1M −546.9K shares	$279.2M 8.9M shares
GOLDMAN SACHS GROUP INC Institution	−$13.0M −413.8K shares	$25.4M 809.3K shares
M MACQUARIE GROUP LTD Institution	−$6.7M −213.6K shares	$69.2M 2.2M shares
EARNEST PARTNERS LLC Long Only Manager	−$6.1M −196.0K shares	$114.7M 3.7M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$5.9M −188.5K shares	$39.9M 1.3M shares
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	−$5.4M −180.0K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$4.9M −155.7K shares	$1.8M 56.2K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	−$4.5M −152.1K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$4.5M −142.1K shares	$7.3M 231.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$4.4M −141.5K shares	$27.9M 890.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UCB in Q3 2025

New Positions: 20
New Value: $28.6M
Exited Positions: 33
Exited Value: $28.0M

New Positions

Institution	Position Value
Azora Capital LP Hedge Fund•Long/Short	$13.4M 428.2K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	$6.3M 200.3K shares
C Capitolis Liquid Global Markets LLC Private Equity	$5.6M 179.5K shares
W WESBANCO BANK INC Institution	$1.8M 58.4K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	$491.1K 15.7K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$233.8K 7.5K shares
FRANKLIN RESOURCES INC Institution	$230.4K 7.4K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	$221.0K 7.0K shares
J J.W. COLE ADVISORS, INC. Institution	$205.6K 6.6K shares
S Salomon & Ludwin, LLC Institution	$36.9K 1.2K shares

Exited Positions

Institution	Previous Position
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	$5.4M 180.0K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$4.5M 152.1K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.3M 112.0K shares
D D. E. Shaw & Co., Inc. Institution	$2.8M 92.5K shares
M Man Group plc Institution	$2.7M 91.2K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$2.0M 66.7K shares
S STIFEL FINANCIAL CORP Long Only Manager	$928.6K 31.2K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$862.1K 28.9K shares
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$838.6K 28.2K shares
BAILARD, INC. RIA/Wealth	$798.4K 26.8K shares

Options Activity

Institutions with the largest Call and Put options positions in UCB as of Q3 2025

Call Positions: 1
Call Value: $219.5K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$219.5K 70.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with UCB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
D DMG Group, LLC Institution	-	1.10% $1.6M	0.04% 50.6K shares	Q2 2024 Held for 1y 5m	$144.5M
SNYDER CAPITAL MANAGEMENT L P Long Only Manager	Gary Michael Rafferty CFO	1.01% $53.6M	1.41% 1.7M shares	Q2 2024 Held for 1y 5m	$5.3B
Aristotle Capital Boston, LLC Long Only Manager	David Michael Adams CEO	0.84% $16.4M	0.43% 521.7K shares	Q2 2024 Held for 1y 5m	$2.0B
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	0.69% $28.2M	0.74% 900.6K shares	Q2 2024 Held for 1y 5m	$4.1B
Azora Capital LP Hedge Fund•Long/Short	Ravi (Nmn) Chopra CIO	0.62% $13.4M	0.35% 428.2K shares	Q3 2025 Held for 2 months	$2.2B
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	0.50% $114.7M	3.01% 3.7M shares	Q2 2024 Held for 1y 5m	$23.1B
M Mayfair Advisory Group, LLC RIA/Wealth	William Michael May Owner	0.45% $1.0M	0.03% 33.1K shares	Q3 2024 Held for 1y 2m	$233.1M
Family Legacy, Inc. RIA/Wealth	Christopher Aristotle Brown President	0.39% $1.3M	0.03% 40.5K shares	Q3 2024 Held for 1y 2m	$327.1M
C CONTINENTAL ADVISORS LLC Hedge Fund•Long/Short	David Philip Purcell Managing Partner	0.38% $564.3K	0.01% 18.0K shares	Q2 2025 Held for 5 months	$148.0M
CAP Partners, LLC RIA/Wealth	Brendan Karl Easterday Owner	0.35% $608.0K	0.02% 19.4K shares	Q3 2024 Held for 1y 2m	$174.3M

Hedge Fund Spotlight

Discover hedge funds investing in UCB

ALGERT COLDIRON INVESTORS LLC

Hedge Fund • Quant

Portfolio ManagerRyan Zentner Lafond

Portfolio Value: $6.0B
Positions: 1,110
Last Reported: Q3 2025

Sector Allocation

Position in United Community Banks

Market Value: $1.4M
Shares Held: 44.7K
Portfolio Weight: 0.02%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Nextpower Inc. NXT	Solar Energy	$40.8M	0.68%
2 Mueller Industries MLI	Manufacturing - Metal Fabrication Industrials	$38.9M	0.65%
3 Credo Technology Group Holding Ltd CRDO	Communication Equipment Technology	$38.7M	0.64%