United-Guardian
36 hedge funds and large institutions have $23M invested in United-Guardian in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
3% more funds holding
Funds holding: 35 → 36 (+1)
2% more capital invested
Capital invested by funds: $22.6M → $23M (+$444K)
0.37% more ownership
Funds ownership: 26.18% → 26.54% (+0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$145K |
| 2 |
Renaissance Technologies
New York
|
+$127K |
| 3 |
Neuberger Berman Group
New York
|
+$48.7K |
| 4 |
Morgan Stanley
New York
|
+$39.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$23.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NG
Northstar Group
New York
|
-$26.3K |
| 2 |
ED
Exane Derivatives
Paris,
France
|
-$20.7K |
| 3 |
TA
Teton Advisors
Rye,
New York
|
-$9.74K |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$6.39K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6.11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $39K | +$1.32K | +68 | +3% |
|
27
ClearBridge Investments
New York
| $38K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $25K | -$5.86K | -301 | -19% |
|
29
Victory Capital Management
San Antonio,
Texas
| $10K | +$10.1K | +521 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $5K | +$3.5K | +180 | +212% |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $3K | -$6.11K | -314 | -67% |
|
|
SBL
32
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
|
FGAM
33
Financial Gravity Asset Management
Lakeway,
Texas
| $2K | -$117 | -6 | -4% |
|
34
JP Morgan Chase
New York
| $2K | – | – | – |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
ED
36
Exane Derivatives
Paris,
France
| – | -$20.7K | -1,100 | Closed |
|
37
Barclays
London,
United Kingdom
| – | +$370 | +19 | New |
|
UG Hedge Fund Activity: Q3 2019 in Review
36 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2019, worth a combined $23M — up 2% from $22.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UG positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Rodgers Brothers, adding an estimated $145K. The largest seller was Northstar Group, cutting an estimated $26.3K.
- 36 institutional investors held United-Guardian (UG) as of Q3 2019, up from 35 in Q2 2019.
- Funds reported $23M of United-Guardian stock for Q3 2019, up 2% quarter-over-quarter.
- 2 funds opened new United-Guardian positions in Q3 2019 and 1 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q3 2019 was Rodgers Brothers, an estimated $145K added.
- The largest United-Guardian seller in Q3 2019 was Northstar Group, an estimated $26.3K sold.
Based on aggregated 13F filings for Q3 2019.