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United-Guardian
UG

Overview Fund Activity

31 hedge funds and large institutions have $8.13M invested in United-Guardian in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$238K
2
Citadel Advisors
2
Citadel Advisors
Florida
$122K
3
GI
3
GAMCO Investors
Connecticut
$1.28M
4
Bank of America
4
Bank of America
North Carolina
$6.62K
5
Northern Trust
5
Northern Trust
Illinois
$195K

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$199K
2
RB
2
Rodgers Brothers
Pennsylvania
$718K
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.5M
5
BlackRock
5
BlackRock
New York
$83.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$1.5M 187,963 -1,000 -0.5%
GI
2
GAMCO Investors
Connecticut
$1.28M 159,500 +2,000 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.2M 150,396 – –
RB
4
Rodgers Brothers
Pennsylvania
$718K 89,766 -3,861 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$612K 76,927 +50 +0.1%
TA
6
Teton Advisors
New York
$432K 53,961 -200 -0.4%
PL
7
Parthenon LLC
Kentucky
$415K 51,909 – –
GF
8
Gabelli Funds
New York
$304K 38,000 – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$260K 32,604 -244 -0.7%
UBS Group
10
UBS Group
Switzerland
$238K 29,753 +4,723 +19%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$199K 24,872 -6,079 -20%
Northern Trust
12
Northern Trust
Illinois
$195K 24,350 +186 +0.8%
UCFA
13
United Capital Financial Advisors
Texas
$161K 20,070 – –
First Manhattan
14
First Manhattan
New York
$136K 17,062 – –
Citadel Advisors
15
Citadel Advisors
Florida
$122K 15,310 +4,383 +40%
BCM
16
Bridgeway Capital Management
Texas
$107K 13,466 – –
HighTower Advisors
17
HighTower Advisors
Illinois
$87.6K 11,000 – –
BlackRock
18
BlackRock
New York
$83.4K 10,422 -864 -8%
EIM
19
Essex Investment Management
Massachusetts
$56.1K 7,013 -82 -1%
Wells Fargo
20
Wells Fargo
California
$8.01K 1,001 – –
Bank of America
21
Bank of America
North Carolina
$6.62K 827 +802 +3,208%
TRCT
22
Tower Research Capital (TRC)
New York
$3.54K 443 +22 +5%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.87K 300 – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$1.36K 171 – –
EWA
25
EverSource Wealth Advisors
Alabama
$1.31K 165 +165 New
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