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US Global Investors
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Overview Fund Activity

37 hedge funds and large institutions have $9.86M invested in US Global Investors in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
5
Closed
3
Calls
$70K
Puts
$46K
Net Calls
+$24K
Net Calls Change
+$8K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$190K
2
BlackRock
2
BlackRock
New York
$906K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$196K
4
Millennium Management
4
Millennium Management
New York
$162K
5
TI
5
Tidal Investments
Wisconsin
$269K

Top Sellers

1
HA
1
Heartland Advisors
Wisconsin
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$251K
3
SCA
3
SMH Capital Advisors
Texas
$357K
4
Simplex Trading
4
Simplex Trading
Illinois
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.97K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.62M 607,458 – –
RA
2
Royce & Associates
New York
$1.6M 604,954 – –
PCM
3
Perritt Capital Management
Illinois
$1.53M 574,696 +1,900 +0.3%
KWM
4
Kanen Wealth Management
Florida
$1.21M 456,885 – –
BlackRock
5
BlackRock
New York
$906K 339,435 +69,281 +26%
SCA
6
SMH Capital Advisors
Texas
$357K 130,241 -9,363 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$302K 114,541 – –
TI
8
Tidal Investments
Wisconsin
$269K 101,821 +5,500 +6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$251K 94,942 -57,855 -38%
BCM
10
Bridgeway Capital Management
Texas
$232K 87,853 -1,900 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$225K 85,107 +796 +0.9%
Renaissance Technologies
12
Renaissance Technologies
New York
$196K 73,368 +32,045 +78%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$190K 71,174 +71,174 New
Millennium Management
14
Millennium Management
New York
$162K 61,387 +11,924 +24%
State Street
15
State Street
Massachusetts
$137K 51,993 – –
CCA
16
Catalyst Capital Advisors
New York
$131K 49,500 – –
FAM
17
Formidable Asset Management
Ohio
$100K 37,300 +5,350 +17%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$71K 26,700 – –
Northern Trust
19
Northern Trust
Illinois
$68.5K 25,656 +1,384 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$62.1K 23,520 -1,770 -7%
KPWS
21
Kestra Private Wealth Services
Texas
$60.9K 22,822 +2,000 +10%
Barclays
22
Barclays
United Kingdom
$51K 19,083 – –
Morgan Stanley
23
Morgan Stanley
New York
$33.5K 12,536 – –
NSIM
24
North Star Investment Management
Illinois
$29K 11,000 – –
TRCT
25
Tower Research Capital (TRC)
New York
$24K 8,804 +489 +6%
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