US Global Investors
GROW
43 hedge funds and large institutions have $16.8M invested in US Global Investors in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 12 closing their positions.
2.59% less ownership
Funds ownership: 32.04% → 29.45% (-2.6%)
14% less funds holding
Funds holding: 50 → 43 (-7)
16% less call options, than puts
Call options by funds: $461K | Put options by funds: $549K
29% less capital invested
Capital invested by funds: $23.7M → $16.8M (-$6.9M)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$404K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$213K |
| 3 |
QC
Quadrature Capital
London,
United Kingdom
|
+$132K |
| 4 |
AWP
Accretive Wealth Partners
Parsippany,
New Jersey
|
+$64.5K |
| 5 |
CCM
Corsair Capital Management
New York
|
+$56.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$1.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$326K |
| 3 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$239K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$190K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$128K |
GROW Hedge Fund Activity: Q4 2021 in Review
43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q4 2021, worth a combined $16.8M — down 29% from $23.7M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of GROW and 5 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 8 added.
The largest buyer was Renaissance Technologies, adding an estimated $404K. The largest seller was Clear Harbor Asset Management, exiting entirely with an estimated $1.37M sold.
- 43 institutional investors held US Global Investors (GROW) as of Q4 2021, down from 50 in Q3 2021.
- Funds reported $16.8M of US Global Investors stock for Q4 2021, down 29% quarter-over-quarter.
- 5 funds opened new US Global Investors positions in Q4 2021 and 12 closed out, a net change of -7 holders.
- The largest US Global Investors buyer in Q4 2021 was Renaissance Technologies, an estimated $404K added.
- The largest US Global Investors seller in Q4 2021 was Clear Harbor Asset Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q4 2021.