United-Guardian
29 hedge funds and large institutions have $16.1M invested in United-Guardian in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 0 closing their positions.
4% more capital invested
Capital invested by funds: $15.5M → $16.1M (+$598K)
0% more funds holding
Funds holding: 29 → 29 (0)
0.11% less ownership
Funds ownership: 22.75% → 22.64% (-0.11%)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$37.2K |
| 2 |
Morgan Stanley
New York
|
+$15.3K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$8.8K |
| 4 |
TA
Teton Advisors
Rye,
New York
|
+$7.43K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PL
Parthenon LLC
Louisville,
Kentucky
|
-$44.6K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$26.8K |
| 3 |
NG
Northstar Group
New York
|
-$24.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.4K |
| 5 |
BlackRock
New York
|
-$9.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
SBL
27
Sargent Bickham Lagudis
Boulder,
Colorado
| $2K | +$59 | +4 | +3% |
|
|
DA
28
Denali Advisors
San Diego,
California
| $1K | -$238 | -16 | -23% |
|
UG Hedge Fund Activity: Q2 2017 in Review
29 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2017, worth a combined $16.1M — up 3.9% from $15.5M a quarter earlier.
Fund positioning in UG was balanced in Q2 2017: 0 funds opened new positions, 0 closed out, 7 added to existing stakes and 10 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $37.2K. The largest seller was Parthenon LLC, cutting an estimated $44.6K.
- 29 institutional investors held United-Guardian (UG) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $16.1M of United-Guardian stock for Q2 2017, up 3.9% quarter-over-quarter.
- 0 funds opened new United-Guardian positions in Q2 2017 and 0 closed out.
- The largest United-Guardian buyer in Q2 2017 was Renaissance Technologies, an estimated $37.2K added.
- The largest United-Guardian seller in Q2 2017 was Parthenon LLC, an estimated $44.6K sold.
Based on aggregated 13F filings for Q2 2017.