United-Guardian
33 hedge funds and large institutions have $17.6M invested in United-Guardian in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$330K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$157K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$14K |
| 5 |
BlackRock
New York
|
+$10.1K |
Top Sellers
| 1 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
-$187K |
| 2 |
Neuberger Berman Group
New York
|
-$129K |
| 3 |
Renaissance Technologies
New York
|
-$79.9K |
| 4 |
Morgan Stanley
New York
|
-$65.9K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$64K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $23K | +$4.22K | +292 | +22% |
|
|
27
Victory Capital Management
San Antonio,
Texas
| $14K | +$14K | +1,002 | New |
|
|
WQ
28
Wealth Quarterback
Toms River,
New Jersey
| $10.8K | -$187K | -12,918 | -95% |
|
|
AIC
29
Ameritas Investment Company
Lincoln,
Nebraska
| $5K | +$5K | +401 | New |
|
|
SBL
30
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
|
FGAM
31
Financial Gravity Asset Management
Lakeway,
Texas
| $2.25K | +$375 | +26 | +20% |
|
32
Fidelity Investments
Boston,
Massachusetts
| $1K | – | – | – |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
OSAM
34
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$64K | -3,255 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$3K | -138 | Closed |
|
36
JPMorgan Chase & Co
New York
| – | -$2K | -100 | Closed |
|
|
TFA
37
Tobias Financial Advisors
Plantation,
Florida
| – | -$1K | -84 | Closed |
|