United-Guardian
31 hedge funds and large institutions have $17.9M invested in United-Guardian in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.
2% more capital invested
Capital invested by funds: $17.6M → $17.9M (+$327K)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
0.16% less ownership
Funds ownership: 26.53% → 26.37% (-0.16%)
6% less funds holding
Funds holding: 33 → 31 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIMC
Heritage Investors Management Corp
Bethesda,
Maryland
|
+$217K |
| 2 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$97.2K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$22.4K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$10.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$156K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$149K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$55K |
| 4 |
Renaissance Technologies
New York
|
-$39.9K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBL
26
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | +$75 | +5 | +3% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $2K | +$583 | +39 | +46% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$1.5K | +100 | New |
|
|
30
Northern Trust
Chicago,
Illinois
| – | -$149K | -10,334 | Closed |
|
|
31
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$55K | -3,830 | Closed |
|
|
32
Bank of America
Charlotte,
North Carolina
| – | -$29K | -2,000 | Closed |
|
33
Victory Capital Management
San Antonio,
Texas
| – | -$14K | -1,002 | Closed |
|
|
WQ
34
Wealth Quarterback
Toms River,
New Jersey
| – | -$10.8K | -745 | Closed |
|
|
AIC
35
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$5K | -401 | Closed |
|
|
FGAM
36
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$2.25K | -156 | Closed |
|
37
JP Morgan Chase
New York
| – | +$15 | +1 | New |
|
|
SFS
38
Sowell Financial Services
North Little Rock,
Arkansas
| – | +$299 | +20 | New |
|
UG Hedge Fund Activity: Q2 2020 in Review
31 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2020, worth a combined $17.9M — up 1.9% from $17.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of UG and 5 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 7 added.
The largest buyer was Heritage Investors Management Corp, opening a new position worth an estimated $217K. The largest seller was Neuberger Berman Group, cutting an estimated $156K.
- 31 institutional investors held United-Guardian (UG) as of Q2 2020, down from 33 in Q1 2020.
- Funds reported $17.9M of United-Guardian stock for Q2 2020, up 1.9% quarter-over-quarter.
- 5 funds opened new United-Guardian positions in Q2 2020 and 7 closed out, a net change of -2 holders.
- The largest United-Guardian buyer in Q2 2020 was Heritage Investors Management Corp, an estimated $217K added.
- The largest United-Guardian seller in Q2 2020 was Neuberger Berman Group, an estimated $156K sold.
Based on aggregated 13F filings for Q2 2020.