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US Global Investors

39 hedge funds and large institutions have $10.5M invested in US Global Investors in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,700% more call options, than puts

Call options by funds: $156K | Put options by funds: $2K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

8% more funds holding

Funds holding: 3639 (+3)

1.14% more ownership

Funds ownership: 29.52%30.66% (+1.1%)

0% more capital invested

Capital invested by funds: $10.5M → $10.5M (+$13.9K)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
7
Closed
4
Calls
$156K
Puts
$2K
Net Calls
+$154K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79M +$24.6K +8,657 +1%
RA
2
Royce & Associates
New York
$1.71M
PCM
3
Perritt Capital Management
Illinois
$1.56M -$48.4K -17,068 -3%
KWM
4
Kanen Wealth Management
Florida
$1.29M
BlackRock
5
BlackRock
New York
$957K
Renaissance Technologies
6
Renaissance Technologies
New York
$346K +$71.3K +25,131 +26%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$343K
SCA
8
SMH Capital Advisors
Texas
$317K -$2.91K -1,025 -0.9%
BCM
9
Bridgeway Capital Management
Texas
$271K +$10.9K +3,840 +4%
TI
10
Tidal Investments
Wisconsin
$240K -$47.5K -16,750 -16%
PVI
11
Pine Valley Investments
New Jersey
$148K
State Street
12
State Street
Massachusetts
$147K
CCA
13
Catalyst Capital Advisors
New York
$140K
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$134K -$7.18K -2,530 -5%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$134K -$90.2K -31,798 -40%
EF
16
Empowered Funds
Pennsylvania
$124K +$10.9K +3,840 +10%
FAM
17
Formidable Asset Management
Ohio
$118K -$1.67K -590 -1%
VL
18
Vima LLC
Michigan
$117K +$118K +41,458 New
Morgan Stanley
19
Morgan Stanley
New York
$111K +$63.1K +22,239 +129%
Citadel Advisors
20
Citadel Advisors
Florida
$99.5K +$27.9K +9,843 +39%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$76K
Northern Trust
22
Northern Trust
Illinois
$64.7K -$6.04K -2,128 -8%
KPWS
23
Kestra Private Wealth Services
Texas
$64.4K
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
$56.4K +$56.7K +20,000 New
SPM
25
Symmetry Peak Management
Pennsylvania
$56.4K +$56.7K +20,000 New

GROW Hedge Fund Activity: Q4 2023 in Review

39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q4 2023, worth a combined $10.5M — up 0.13% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GROW positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $71.3K. The largest seller was Susquehanna International Group, cutting an estimated $90.2K.

  • 39 institutional investors held US Global Investors (GROW) as of Q4 2023, up from 36 in Q3 2023.
  • Funds reported $10.5M of US Global Investors stock for Q4 2023, up 0.13% quarter-over-quarter.
  • 7 funds opened new US Global Investors positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest US Global Investors buyer in Q4 2023 was Renaissance Technologies, an estimated $71.3K added.
  • The largest US Global Investors seller in Q4 2023 was Susquehanna International Group, an estimated $90.2K sold.

Based on aggregated 13F filings for Q4 2023.