United-Guardian
30 hedge funds and large institutions have $20.9M invested in United-Guardian in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
30% more capital invested
Capital invested by funds: $16.1M → $20.9M (+$4.79M)
3% more funds holding
Funds holding: 29 → 30 (+1)
0.84% more ownership
Funds ownership: 22.64% → 23.48% (+0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCMC
Quantum Capital Management (California)
San Francisco,
California
|
+$519K |
| 2 |
Renaissance Technologies
New York
|
+$94.5K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$20.9K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$16.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$37.1K |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$13.3K |
| 3 |
NG
Northstar Group
New York
|
-$9.94K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$9.78K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Acadian Asset Management
Boston,
Massachusetts
| $9K | +$7.62K | +460 | New |
|
|
SBL
27
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$5K | -300 | Closed |
|
|
DA
30
Denali Advisors
San Diego,
California
| – | -$1K | -53 | Closed |
|
31
Bank of America
Charlotte,
North Carolina
| – | +$33 | +2 | New |
|
UG Hedge Fund Activity: Q3 2017 in Review
30 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2017, worth a combined $20.9M — up 30% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UG positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Quantum Capital Management (California), opening a new position worth an estimated $519K. The largest seller was Dimensional Fund Advisors, cutting an estimated $37.1K.
- 30 institutional investors held United-Guardian (UG) as of Q3 2017, up from 29 in Q2 2017.
- Funds reported $20.9M of United-Guardian stock for Q3 2017, up 30% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q3 2017 and 2 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q3 2017 was Quantum Capital Management (California), an estimated $519K added.
- The largest United-Guardian seller in Q3 2017 was Dimensional Fund Advisors, an estimated $37.1K sold.
Based on aggregated 13F filings for Q3 2017.