United-Guardian
32 hedge funds and large institutions have $18.2M invested in United-Guardian in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
0.47% more ownership
Funds ownership: 24.13% → 24.61% (+0.47%)
3% less funds holding
Funds holding: 33 → 32 (-1)
14% less capital invested
Capital invested by funds: $21.2M → $18.2M (-$2.97M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCMC
Quantum Capital Management (California)
San Francisco,
California
|
+$198K |
| 2 |
Renaissance Technologies
New York
|
+$160K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$33.1K |
| 4 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$32.9K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$14.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$29.4K |
| 2 |
ERIM
Eagle Ridge Investment Management
Stamford,
Connecticut
|
-$28.4K |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$25K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$5.18K |
| 5 |
Morgan Stanley
New York
|
-$2.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
ClearBridge Investments
New York
| $32K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $10K | +$9.18K | +500 | +505% |
|
|
SBL
28
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
|
FGAM
29
Financial Gravity Asset Management
Lakeway,
Texas
| $3K | +$680 | +37 | +25% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | -$331 | -18 | -15% |
|
31
Fidelity Investments
Boston,
Massachusetts
| $2K | +$1.89K | +103 | New |
|
32
Bank of America
Charlotte,
North Carolina
| $1K | +$1.49K | +81 | +4,050% |
|
|
CF
33
Centaurus Financial
Anaheim,
California
| – | -$1K | -42 | Closed |
|
UG Hedge Fund Activity: Q3 2018 in Review
32 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2018, worth a combined $18.2M — down 14% from $21.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UG and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 12 added.
The largest buyer was Quantum Capital Management (California), adding an estimated $198K. The largest seller was GAMCO Investors, cutting an estimated $29.4K.
- 32 institutional investors held United-Guardian (UG) as of Q3 2018, down from 33 in Q2 2018.
- Funds reported $18.2M of United-Guardian stock for Q3 2018, down 14% quarter-over-quarter.
- 1 fund opened new United-Guardian positions in Q3 2018 and 2 closed out, a net change of -1 holder.
- The largest United-Guardian buyer in Q3 2018 was Quantum Capital Management (California), an estimated $198K added.
- The largest United-Guardian seller in Q3 2018 was GAMCO Investors, an estimated $29.4K sold.
Based on aggregated 13F filings for Q3 2018.