United-Guardian
33 hedge funds and large institutions have $19.7M invested in United-Guardian in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
3% more funds holding
Funds holding: 32 → 33 (+1)
0.16% more ownership
Funds ownership: 24.03% → 24.19% (+0.16%)
3% less capital invested
Capital invested by funds: $20.4M → $19.7M (-$709K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55K |
| 2 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$48.3K |
| 3 |
Renaissance Technologies
New York
|
+$47.5K |
| 4 |
ERIM
Eagle Ridge Investment Management
Stamford,
Connecticut
|
+$14.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.65K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$16K |
| 2 |
Morgan Stanley
New York
|
-$15.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.28K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.25K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$384 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Acadian Asset Management
Boston,
Massachusetts
| $20K | -$3.25K | -178 | -14% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $9K | – | – | – |
|
|
FGC
28
Financial Gravity Companies
Lakeway,
Texas
| $3K | – | – | – |
|
|
SBL
29
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
|
FGAM
30
Financial Gravity Asset Management
Lakeway,
Texas
| $3K | +$2.69K | +147 | New |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $1K | +$128 | +7 | +12% |
|
UG Hedge Fund Activity: Q1 2018 in Review
33 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2018, worth a combined $19.7M — down 3.5% from $20.4M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new UG positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Vanguard Group, adding an estimated $55K. The largest seller was Deutsche Bank, cutting an estimated $16K.
- 33 institutional investors held United-Guardian (UG) as of Q1 2018, up from 32 in Q4 2017.
- Funds reported $19.7M of United-Guardian stock for Q1 2018, down 3.5% quarter-over-quarter.
- 1 fund opened new United-Guardian positions in Q1 2018 and 0 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q1 2018 was Vanguard Group, an estimated $55K added.
- The largest United-Guardian seller in Q1 2018 was Deutsche Bank, an estimated $16K sold.
Based on aggregated 13F filings for Q1 2018.