United-Guardian
28 hedge funds and large institutions have $17.9M invested in United-Guardian in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
0% less ownership
Funds ownership: 25.97% → 25.96% (-0%)
1% less capital invested
Capital invested by funds: $18.1M → $17.9M (-$170K)
3% less funds holding
Funds holding: 29 → 28 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$206K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$170K |
| 3 |
BlackRock
New York
|
+$41.6K |
| 4 |
Morgan Stanley
New York
|
+$22.6K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$218K |
| 2 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
-$112K |
| 3 |
Renaissance Technologies
New York
|
-$102K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$54.1K |
| 5 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $2K | -$834 | -54 | -35% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$1.22K | +79 | New |
|
|
28
California Public Employees Retirement System
Sacramento,
California
| – | -$218K | -14,416 | Closed |
|
|
SWP
29
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| – | -$7K | -495 | Closed |
|
|
WCM
30
Wealthcare Capital Management
Richmond,
Virginia
| – | -$6K | -373 | Closed |
|
|
AIC
31
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$818 | -54 | Closed |
|
32
Bank of America
Charlotte,
North Carolina
| – | +$232 | +15 | +115% |
|
UG Hedge Fund Activity: Q2 2021 in Review
28 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2021, worth a combined $17.9M — down 0.94% from $18.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UG and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.
The largest buyer was Neuberger Berman Group, adding an estimated $206K. The largest seller was California Public Employees Retirement System, exiting entirely with an estimated $218K sold.
- 28 institutional investors held United-Guardian (UG) as of Q2 2021, down from 29 in Q1 2021.
- Funds reported $17.9M of United-Guardian stock for Q2 2021, down 0.94% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q2 2021 and 4 closed out, a net change of -1 holder.
- The largest United-Guardian buyer in Q2 2021 was Neuberger Berman Group, an estimated $206K added.
- The largest United-Guardian seller in Q2 2021 was California Public Employees Retirement System, an estimated $218K sold.
Based on aggregated 13F filings for Q2 2021.