United-Guardian
29 hedge funds and large institutions have $18.3M invested in United-Guardian in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
2% more capital invested
Capital invested by funds: $17.9M → $18.3M (+$340K)
0.08% less ownership
Funds ownership: 26.37% → 26.29% (-0.08%)
6% less funds holding
Funds holding: 31 → 29 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$498K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$91.6K |
| 3 |
Renaissance Technologies
New York
|
+$55.6K |
| 4 |
BlackRock
New York
|
+$52.6K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$47.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$387K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$67.2K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$58.1K |
| 4 |
ERIM
Eagle Ridge Investment Management
Stamford,
Connecticut
|
-$46.7K |
| 5 |
Morgan Stanley
New York
|
-$35.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBL
26
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
28
ClearBridge Investments
New York
| – | -$30K | -2,000 | Closed |
|
29
Fidelity Investments
Boston,
Massachusetts
| – | -$2K | -124 | Closed |
|
UG Hedge Fund Activity: Q3 2020 in Review
29 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2020, worth a combined $18.3M — up 1.9% from $17.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UG and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.
The largest buyer was Rodgers Brothers, adding an estimated $498K. The largest seller was Neuberger Berman Group, cutting an estimated $387K.
- 29 institutional investors held United-Guardian (UG) as of Q3 2020, down from 31 in Q2 2020.
- Funds reported $18.3M of United-Guardian stock for Q3 2020, up 1.9% quarter-over-quarter.
- 1 fund opened new United-Guardian positions in Q3 2020 and 2 closed out, a net change of -1 holder.
- The largest United-Guardian buyer in Q3 2020 was Rodgers Brothers, an estimated $498K added.
- The largest United-Guardian seller in Q3 2020 was Neuberger Berman Group, an estimated $387K sold.
Based on aggregated 13F filings for Q3 2020.