US Global Investors
GROW
25 hedge funds and large institutions have $5.31M invested in US Global Investors in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 6 closing their positions.
2.62% more ownership
Funds ownership: 25.94% → 28.56% (+2.6%)
4% less funds holding
Funds holding: 26 → 25 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
21% less capital invested
Capital invested by funds: $6.69M → $5.31M (-$1.37M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$29.5K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$917 |
| 3 |
BlackRock
New York
|
+$416 |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$413 |
| 5 |
Barclays
London,
United Kingdom
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$126K |
| 2 |
PMFA
Plante Moran Financial Advisors
Southfield,
Michigan
|
-$89K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$58.9K |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$30.9K |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Simplex Trading
Chicago,
Illinois
| – | -$1.46K | -906 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | -$2 | -1 | -0.3% |
|
28
Fidelity Investments
Boston,
Massachusetts
| – | +$2 | +1 | New |
|
|
29
Barclays
London,
United Kingdom
| – | +$31 | +19 | New |
|
GROW Hedge Fund Activity: Q4 2019 in Review
25 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q4 2019, worth a combined $5.31M — down 21% from $6.69M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of GROW and 5 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.
The largest buyer was Renaissance Technologies, adding an estimated $29.5K. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $126K sold.
- 25 institutional investors held US Global Investors (GROW) as of Q4 2019, down from 26 in Q3 2019.
- Funds reported $5.31M of US Global Investors stock for Q4 2019, down 21% quarter-over-quarter.
- 5 funds opened new US Global Investors positions in Q4 2019 and 6 closed out, a net change of -1 holder.
- The largest US Global Investors buyer in Q4 2019 was Renaissance Technologies, an estimated $29.5K added.
- The largest US Global Investors seller in Q4 2019 was Mercer Global Advisors, an estimated $126K sold.
Based on aggregated 13F filings for Q4 2019.