United-Guardian
35 hedge funds and large institutions have $23.7M invested in United-Guardian in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.
3% more capital invested
Capital invested by funds: $23M → $23.7M (+$617K)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.04% less ownership
Funds ownership: 26.54% → 26.5% (-0.04%)
3% less funds holding
Funds holding: 36 → 35 (-1)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$90.9K |
| 2 |
Renaissance Technologies
New York
|
+$67.2K |
| 3 |
Morgan Stanley
New York
|
+$19.9K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.88K |
| 5 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$4.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teton Advisors
Rye,
New York
|
-$111K |
| 2 |
GF
Gabelli Funds
Rye,
New York
|
-$38.4K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$23K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$14.9K |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $40K | -$557 | -29 | -1% |
|
27
Wells Fargo
San Francisco,
California
| $26K | – | – | – |
|
|
FGAM
28
Financial Gravity Asset Management
Lakeway,
Texas
| $20K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $3K | -$288 | -15 | -10% |
|
|
SBL
30
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | +$96 | +5 | +3% |
|
31
Fidelity Investments
Boston,
Massachusetts
| $2K | -$3.46K | -180 | -68% |
|
32
JP Morgan Chase
New York
| $2K | – | – | – |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
TFA
34
Tobias Financial Advisors
Plantation,
Florida
| $1K | +$1.61K | +84 | New |
|
|
WQ
35
Wealth Quarterback
Toms River,
New Jersey
| $745 | +$262K | +13,663 | New |
|
|
36
Victory Capital Management
San Antonio,
Texas
| – | -$10K | -521 | Closed |
|
UG Hedge Fund Activity: Q4 2019 in Review
35 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2019, worth a combined $23.7M — up 2.7% from $23M a quarter earlier.
Fund positioning in UG was balanced in Q4 2019: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 11 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $90.9K. The largest seller was Teton Advisors, cutting an estimated $111K.
- 35 institutional investors held United-Guardian (UG) as of Q4 2019, down from 36 in Q3 2019.
- Funds reported $23.7M of United-Guardian stock for Q4 2019, up 2.7% quarter-over-quarter.
- 2 funds opened new United-Guardian positions in Q4 2019 and 2 closed out, a net change of 0 holders.
- The largest United-Guardian buyer in Q4 2019 was Neuberger Berman Group, an estimated $90.9K added.
- The largest United-Guardian seller in Q4 2019 was Teton Advisors, an estimated $111K sold.
Based on aggregated 13F filings for Q4 2019.