United-Guardian
29 hedge funds and large institutions have $18.1M invested in United-Guardian in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
4% more funds holding
Funds holding: 28 → 29 (+1)
3% more capital invested
Capital invested by funds: $17.5M → $18.1M (+$548K)
0.59% less ownership
Funds ownership: 26.56% → 25.97% (-0.59%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$144K |
| 2 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$35.9K |
| 3 |
BlackRock
New York
|
+$31.2K |
| 4 |
TA
Teton Advisors
Rye,
New York
|
+$7.18K |
| 5 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
+$5.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$303K |
| 2 |
Neuberger Berman Group
New York
|
-$126K |
| 3 |
Renaissance Technologies
New York
|
-$84.1K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$56.7K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$16.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBL
26
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $2K | -$8.07K | -562 | -78% |
|
|
AIC
28
Ameritas Investment Company
Lincoln,
Nebraska
| $818 | +$775 | +54 | New |
|
|
AFM
29
Anson Funds Management
Dallas,
Texas
| – | -$303K | -21,067 | Closed |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -100 | Closed |
|
31
Bank of America
Charlotte,
North Carolina
| – | +$187 | +13 | New |
|
UG Hedge Fund Activity: Q1 2021 in Review
29 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2021, worth a combined $18.1M — up 3.1% from $17.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UG positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Bridgeway Capital Management, adding an estimated $144K. The largest seller was Anson Funds Management, exiting entirely with an estimated $303K sold.
- 29 institutional investors held United-Guardian (UG) as of Q1 2021, up from 28 in Q4 2020.
- Funds reported $18.1M of United-Guardian stock for Q1 2021, up 3.1% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q1 2021 and 2 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q1 2021 was Bridgeway Capital Management, an estimated $144K added.
- The largest United-Guardian seller in Q1 2021 was Anson Funds Management, an estimated $303K sold.
Based on aggregated 13F filings for Q1 2021.