United-Guardian
28 hedge funds and large institutions have $16.5M invested in United-Guardian in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 28 → 28 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.7% less ownership
Funds ownership: 25.96% → 25.26% (-0.7%)
8% less capital invested
Capital invested by funds: $17.9M → $16.5M (-$1.42M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.6K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$11.7K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$4.57K |
| 5 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
+$15 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$165K |
| 2 |
Renaissance Technologies
New York
|
-$139K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$128K |
| 4 |
Neuberger Berman Group
New York
|
-$54.6K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$22.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $4K | +$4.57K | +300 | New |
|
|
SBL
27
Sargent Bickham Lagudis
Boulder,
Colorado
| $3K | – | – | – |
|
|
RJA
28
Raymond James & Associates
St Petersburg,
Florida
| – | -$165K | -11,000 | Closed |
|
29
Bank of America
Charlotte,
North Carolina
| – | -$304 | -20 | -71% |
|
UG Hedge Fund Activity: Q3 2021 in Review
28 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2021, worth a combined $16.5M — down 8% from $17.9M a quarter earlier.
Fund positioning in UG was balanced in Q3 2021: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17.6K. The largest seller was Raymond James & Associates, exiting entirely with an estimated $165K sold.
- 28 institutional investors held United-Guardian (UG) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $16.5M of United-Guardian stock for Q3 2021, down 8% quarter-over-quarter.
- 1 fund opened new United-Guardian positions in Q3 2021 and 1 closed out, a net change of 0 holders.
- The largest United-Guardian buyer in Q3 2021 was Morgan Stanley, an estimated $17.6K added.
- The largest United-Guardian seller in Q3 2021 was Raymond James & Associates, an estimated $165K sold.
Based on aggregated 13F filings for Q3 2021.