United-Guardian
32 hedge funds and large institutions have $20.4M invested in United-Guardian in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
7% more funds holding
Funds holding: 30 → 32 (+2)
0.55% more ownership
Funds ownership: 23.48% → 24.03% (+0.55%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
2% less capital invested
Capital invested by funds: $20.9M → $20.4M (-$442K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$206K |
| 2 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$185K |
| 3 |
Renaissance Technologies
New York
|
+$114K |
| 4 |
QCMC
Quantum Capital Management (California)
San Francisco,
California
|
+$86.4K |
| 5 |
Morgan Stanley
New York
|
+$28.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$64.4K |
| 2 |
BlackRock
New York
|
-$38.2K |
| 3 |
NG
Northstar Group
New York
|
-$29.1K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$26.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$17.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Acadian Asset Management
Boston,
Massachusetts
| $24K | +$15.7K | +856 | +186% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $9K | +$8.92K | +485 | New |
|
|
SBL
28
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | +$147 | +8 | +5% |
|
|
FGC
29
Financial Gravity Companies
Lakeway,
Texas
| $3K | +$2.7K | +147 | New |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $1K | +$1.05K | +57 | New |
|
32
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$9K | -478 | Closed |
|
UG Hedge Fund Activity: Q4 2017 in Review
32 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2017, worth a combined $20.4M — down 2.1% from $20.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UG positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Vanguard Group, adding an estimated $206K. The largest seller was GAMCO Investors, cutting an estimated $64.4K.
- 32 institutional investors held United-Guardian (UG) as of Q4 2017, up from 30 in Q3 2017.
- Funds reported $20.4M of United-Guardian stock for Q4 2017, down 2.1% quarter-over-quarter.
- 4 funds opened new United-Guardian positions in Q4 2017 and 2 closed out, a net change of +2 holders.
- The largest United-Guardian buyer in Q4 2017 was Vanguard Group, an estimated $206K added.
- The largest United-Guardian seller in Q4 2017 was GAMCO Investors, an estimated $64.4K sold.
Based on aggregated 13F filings for Q4 2017.