United-Guardian
34 hedge funds and large institutions have $22.6M invested in United-Guardian in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 30 → 34 (+4)
9% more capital invested
Capital invested by funds: $20.7M → $22.6M (+$1.89M)
1.1% more ownership
Funds ownership: 24.58% → 25.68% (+1.1%)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$392K |
| 2 |
Neuberger Berman Group
New York
|
+$305K |
| 3 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$221K |
| 4 |
Renaissance Technologies
New York
|
+$210K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$79.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$215K |
| 2 |
PL
Parthenon LLC
Louisville,
Kentucky
|
-$29.7K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15.7K |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$11.7K |
| 5 |
ERIM
Eagle Ridge Investment Management
Stamford,
Connecticut
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
ClearBridge Investments
New York
| $38K | – | – | – |
|
27
Bank of America
Charlotte,
North Carolina
| $38K | +$39.2K | +2,000 | New |
|
|
28
Wells Fargo
San Francisco,
California
| $31K | -$15.7K | -800 | -33% |
|
|
ED
29
Exane Derivatives
Paris,
France
| $26.8K | -$5.87K | -300 | -18% |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $23K | -$3.98K | -203 | -15% |
|
|
SBL
31
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
|
FGAM
32
Financial Gravity Asset Management
Lakeway,
Texas
| $3K | +$3.04K | +155 | New |
|
33
Fidelity Investments
Boston,
Massachusetts
| $2K | – | – | – |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
UG Hedge Fund Activity: Q1 2019 in Review
34 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2019, worth a combined $22.6M — up 9.1% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UG positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Rodgers Brothers, opening a new position worth an estimated $392K. The largest seller was United Capital Financial Advisors, cutting an estimated $215K.
- 34 institutional investors held United-Guardian (UG) as of Q1 2019, up from 30 in Q4 2018.
- Funds reported $22.6M of United-Guardian stock for Q1 2019, up 9.1% quarter-over-quarter.
- 5 funds opened new United-Guardian positions in Q1 2019 and 0 closed out, a net change of +5 holders.
- The largest United-Guardian buyer in Q1 2019 was Rodgers Brothers, an estimated $392K added.
- The largest United-Guardian seller in Q1 2019 was United Capital Financial Advisors, an estimated $215K sold.
Based on aggregated 13F filings for Q1 2019.