United-Guardian
33 hedge funds and large institutions have $21.2M invested in United-Guardian in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
8% more capital invested
Capital invested by funds: $19.7M → $21.2M (+$1.51M)
0% more funds holding
Funds holding: 33 → 33 (0)
0.06% less ownership
Funds ownership: 24.19% → 24.13% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$229K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$78.1K |
| 3 |
First Manhattan
New York
|
+$55.4K |
| 4 |
QCMC
Quantum Capital Management (California)
San Francisco,
California
|
+$42.8K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$303K |
| 2 |
PL
Parthenon LLC
Louisville,
Kentucky
|
-$167K |
| 3 |
NG
Northstar Group
New York
|
-$28.2K |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$27.7K |
| 5 |
Morgan Stanley
New York
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
ClearBridge Investments
New York
| $38K | – | – | – |
|
|
FGAM
27
Financial Gravity Asset Management
Lakeway,
Texas
| $3K | -$18 | -1 | -0.7% |
|
|
SBL
28
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | +$74 | +4 | +3% |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$388 | +21 | +21% |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $2K | +$646 | +35 | +55% |
|
|
CF
31
Centaurus Financial
Anaheim,
California
| $1K | +$776 | +42 | New |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| – | -$9K | -485 | Closed |
|
33
Bank of America
Charlotte,
North Carolina
| – | +$37 | +2 | New |
|
UG Hedge Fund Activity: Q2 2018 in Review
33 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2018, worth a combined $21.2M — up 7.7% from $19.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UG positions and 1 closed out — a net gain of 1 holder — while 14 added to existing stakes and 8 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $229K. The largest seller was United Capital Financial Advisors, cutting an estimated $303K.
- 33 institutional investors held United-Guardian (UG) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $21.2M of United-Guardian stock for Q2 2018, up 7.7% quarter-over-quarter.
- 2 funds opened new United-Guardian positions in Q2 2018 and 1 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q2 2018 was Renaissance Technologies, an estimated $229K added.
- The largest United-Guardian seller in Q2 2018 was United Capital Financial Advisors, an estimated $303K sold.
Based on aggregated 13F filings for Q2 2018.