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US Global Investors
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Overview Fund Activity

27 hedge funds and large institutions have $3.54M invested in US Global Investors in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
4
Closed
2
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$18K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$28K
2
TI
2
Tidal Investments
Wisconsin
$136K
3
PCM
3
Perritt Capital Management
Illinois
$704K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$115K
5
UBS Group
5
UBS Group
Switzerland
$6K

Top Sellers

1
ICM
1
Invenomic Capital Management
Massachusetts
$154K
2
GPFA
2
Game Plan Financial Advisors
Ohio
$236K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$122K
4
Bank of America
4
Bank of America
North Carolina
$0
5
Northern Trust
5
Northern Trust
Illinois
$32K
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$1.11M 1,143,905 – –
PCM
2
Perritt Capital Management
Illinois
$704K 725,457 +15,000 +2%
BlackRock
3
BlackRock
New York
$335K 345,013 +1,140 +0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$331K 340,888 – –
GPFA
5
Game Plan Financial Advisors
Ohio
$236K 244,000 -2,000 -0.8%
ICM
6
Invenomic Capital Management
Massachusetts
$154K 158,898 -101,873 -39%
TI
7
Tidal Investments
Wisconsin
$136K 140,590 +20,002 +17%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$122K 125,745 -1,265 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$115K 118,326 +14,500 +14%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$70K 71,863 – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$59K 61,497 +1,585 +3%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$55K 56,500 – –
Northern Trust
13
Northern Trust
Illinois
$32K 33,146 -627 -2%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$32K 32,800 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$28K 28,809 +28,809 New
FCMT
16
Founders Capital Management (Texas)
Texas
$7K 7,000 – –
UBS Group
17
UBS Group
Switzerland
$6K 6,468 +6,046 +1,433%
Victory Capital Management
18
Victory Capital Management
Texas
$4K 3,774 +3,774 New
Wells Fargo
19
Wells Fargo
California
$3K 2,999 +2,699 +900%
GWM
20
Geneos Wealth Management
Colorado
$1K 1,000 – –
NSIM
21
North Star Investment Management
Illinois
$1K 1,000 – –
TRCT
22
Tower Research Capital (TRC)
New York
$1K 1,168 +1,168 New
RE
23
RBC Europe
United Kingdom
$262 270 – –
Bank of America
24
Bank of America
North Carolina
– – -569 Closed
Barclays
25
Barclays
United Kingdom
– – -19 Closed
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