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US Global Investors
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Overview Fund Activity

38 hedge funds and large institutions have $11.5M invested in US Global Investors in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
10
Closed
3
Calls
$38K
Puts
$22K
Net Calls
+$16K
Net Calls Change
-$8K

Top Buyers

1
EST
1
EA Series Trust
Pennsylvania
$113K
2
EF
2
Empowered Funds
Pennsylvania
$113K
3
IWM
3
IHT Wealth Management
Illinois
$31.7K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$254K
5
FAM
5
Formidable Asset Management
Ohio
$124K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$65.4K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$154K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$238K
4
TRCT
4
Tower Research Capital (TRC)
New York
$11.9K
5
Citadel Advisors
5
Citadel Advisors
Florida
$58.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86M 608,144 +686 +0.1%
RA
2
Royce & Associates
New York
$1.85M 604,954 – –
PCM
3
Perritt Capital Management
Illinois
$1.75M 570,696 -4,000 -0.7%
KWM
4
Kanen Wealth Management
Florida
$1.4M 456,885 – –
BlackRock
5
BlackRock
New York
$1.04M 339,435 – –
SCA
6
SMH Capital Advisors
Texas
$392K 128,266 -1,975 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$350K 114,541 – –
TI
8
Tidal Investments
Wisconsin
$312K 101,821 – –
BCM
9
Bridgeway Capital Management
Texas
$273K 89,093 +1,240 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$254K 82,915 +9,547 +13%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$238K 77,913 -17,029 -18%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$218K 70,463 -711 -1%
PVI
13
Pine Valley Investments
New Jersey
$159K 52,600 – –
State Street
14
State Street
Massachusetts
$159K 51,993 – –
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$154K 50,202 -34,905 -41%
CCA
16
Catalyst Capital Advisors
New York
$151K 49,500 – –
FAM
17
Formidable Asset Management
Ohio
$124K 40,540 +3,240 +9%
EF
18
Empowered Funds
Pennsylvania
$113K 36,840 +36,840 New
EST
19
EA Series Trust
Pennsylvania
$113K 36,840 +36,840 New
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$82K 26,700 – –
Northern Trust
21
Northern Trust
Illinois
$78.3K 25,572 -84 -0.3%
KPWS
22
Kestra Private Wealth Services
Texas
$69.8K 22,822 – –
Millennium Management
23
Millennium Management
New York
$65.4K 21,377 -40,010 -65%
Citadel Advisors
24
Citadel Advisors
Florida
$58.4K 19,097 -4,423 -19%
Barclays
25
Barclays
United Kingdom
$58K 19,083 – –
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