United-Guardian
30 hedge funds and large institutions have $20.7M invested in United-Guardian in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.
13% more capital invested
Capital invested by funds: $18.2M → $20.7M (+$2.45M)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
0.03% less ownership
Funds ownership: 24.61% → 24.58% (-0.03%)
6% less funds holding
Funds holding: 32 → 30 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$770K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$215K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$120K |
| 4 |
Renaissance Technologies
New York
|
+$73.9K |
| 5 |
ED
Exane Derivatives
Paris,
France
|
+$29.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCMC
Quantum Capital Management (California)
San Francisco,
California
|
-$793K |
| 2 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
-$234K |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$117K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$20.6K |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$18.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $26K | +$13.7K | +796 | +133% |
|
|
SBL
27
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | +$86 | +5 | +3% |
|
|
FGC
28
Financial Gravity Companies
Lakeway,
Texas
| $3K | +$2.66K | +155 | New |
|
29
Fidelity Investments
Boston,
Massachusetts
| $2K | -$309 | -18 | -17% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | -$52 | -3 | -3% |
|
|
QCMC
31
Quantum Capital Management (California)
San Francisco,
California
| – | -$793K | -49,094 | Closed |
|
|
ZIM
32
ZPR Investment Management
Orange City,
Florida
| – | -$234K | -14,479 | Closed |
|
|
CTC
33
Central Trust Company
Jefferson City,
Missouri
| – | -$117K | -7,258 | Closed |
|
34
Bank of America
Charlotte,
North Carolina
| – | -$1K | -83 | Closed |
|
UG Hedge Fund Activity: Q4 2018 in Review
30 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2018, worth a combined $20.7M — up 13% from $18.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UG and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.
The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $770K. The largest seller was Quantum Capital Management (California), exiting entirely with an estimated $793K sold.
- 30 institutional investors held United-Guardian (UG) as of Q4 2018, down from 32 in Q3 2018.
- Funds reported $20.7M of United-Guardian stock for Q4 2018, up 13% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q4 2018 and 4 closed out, a net change of -1 holder.
- The largest United-Guardian buyer in Q4 2018 was Neuberger Berman Group, an estimated $770K added.
- The largest United-Guardian seller in Q4 2018 was Quantum Capital Management (California), an estimated $793K sold.
Based on aggregated 13F filings for Q4 2018.