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US Global Investors
GROW

Overview Fund Activity

36 hedge funds and large institutions have $10.5M invested in US Global Investors in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
5
Closed
3
Calls
$16K
Puts
$3K
Net Calls
+$13K
Net Calls Change
-$3K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$278K
3
HBCM
3
Heron Bay Capital Management
Michigan
$40.8K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$346K
5
Citadel Advisors
5
Citadel Advisors
Florida
$72.5K

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
SCA
2
SMH Capital Advisors
Texas
$323K
3
Millennium Management
3
Millennium Management
New York
$29.3K
4
UBS Group
4
UBS Group
Switzerland
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$9.49K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78M 624,831 +16,687 +3%
RA
2
Royce & Associates
New York
$1.72M 604,954 – –
PCM
3
Perritt Capital Management
Illinois
$1.63M 570,696 – –
KWM
4
Kanen Wealth Management
Florida
$1.3M 456,885 – –
BlackRock
5
BlackRock
New York
$967K 339,435 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$346K 121,459 +6,918 +6%
SCA
7
SMH Capital Advisors
Texas
$323K 113,323 -14,943 -12%
TI
8
Tidal Investments
Wisconsin
$290K 101,821 – –
Renaissance Technologies
9
Renaissance Technologies
New York
$278K 97,584 +14,669 +18%
BCM
10
Bridgeway Capital Management
Texas
$263K 92,253 +3,160 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$226K 79,405 +1,492 +2%
PVI
12
Pine Valley Investments
New Jersey
$150K 52,600 – –
State Street
13
State Street
Massachusetts
$148K 51,993 – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$143K 50,202 – –
CCA
15
Catalyst Capital Advisors
New York
$141K 49,500 – –
FAM
16
Formidable Asset Management
Ohio
$121K 42,290 +1,750 +4%
EF
17
Empowered Funds
Pennsylvania
$114K 40,000 +3,160 +9%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$77K 26,700 – –
Citadel Advisors
19
Citadel Advisors
Florida
$72.5K 25,442 +6,345 +33%
Northern Trust
20
Northern Trust
Illinois
$71.5K 25,077 -495 -2%
KPWS
21
Kestra Private Wealth Services
Texas
$65K 22,822 – –
Barclays
22
Barclays
United Kingdom
$58K 20,000 +917 +5%
Morgan Stanley
23
Morgan Stanley
New York
$49.1K 17,237 +4,701 +38%
HBCM
24
Heron Bay Capital Management
Michigan
$40.8K 14,325 +14,325 New
NSIM
25
North Star Investment Management
Illinois
$31.4K 11,000 – –
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