United-Guardian
27 hedge funds and large institutions have $16.7M invested in United-Guardian in 2015 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
5% more capital invested
Capital invested by funds: $15.9M → $16.7M (+$840K)
7% less funds holding
Funds holding: 29 → 27 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$92.1K |
| 2 |
TA
Teton Advisors
Rye,
New York
|
+$22.6K |
| 3 |
PL
Parthenon LLC
Louisville,
Kentucky
|
+$21.3K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$19.2K |
| 5 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$17.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$185K |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$85.6K |
| 3 |
NG
Northstar Group
New York
|
-$19.1K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$18.6K |
| 5 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $1K | -$1.11K | -59 | -44% |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $6 | – | – | – |
|
|
MWP
28
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$18K | -1,000 | Closed |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2K | -131 | Closed |
|
UG Hedge Fund Activity: Q4 2015 in Review
27 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2015, worth a combined $16.7M — up 5.3% from $15.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UG and 0 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 8 added.
The largest buyer was Renaissance Technologies, adding an estimated $92.1K. The largest seller was Morgan Stanley, cutting an estimated $185K.
- 27 institutional investors held United-Guardian (UG) as of Q4 2015, down from 29 in Q3 2015.
- Funds reported $16.7M of United-Guardian stock for Q4 2015, up 5.3% quarter-over-quarter.
- 0 funds opened new United-Guardian positions in Q4 2015 and 2 closed out, a net change of -2 holders.
- The largest United-Guardian buyer in Q4 2015 was Renaissance Technologies, an estimated $92.1K added.
- The largest United-Guardian seller in Q4 2015 was Morgan Stanley, an estimated $185K sold.
Based on aggregated 13F filings for Q4 2015.