United-Guardian
27 hedge funds and large institutions have $18.6M invested in United-Guardian in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
13% more capital invested
Capital invested by funds: $16.5M → $18.6M (+$2.17M)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.57% less ownership
Funds ownership: 25.26% → 24.69% (-0.57%)
4% less funds holding
Funds holding: 28 → 27 (-1)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$66.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14K |
| 3 |
Morgan Stanley
New York
|
+$6.2K |
| 4 |
BlackRock
New York
|
+$3.29K |
| 5 |
NG
Northstar Group
New York
|
+$2.79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$246K |
| 2 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
-$132K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$54.3K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$14K | -1,000 | Closed |
|
|
AF
27
Allworth Financial
Folsom,
California
| – | -$4K | -300 | Closed |
|
28
Bank of America
Charlotte,
North Carolina
| – | -$30 | -2 | -25% |
|
|
CAL
29
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$452 | +30 | New |
|
UG Hedge Fund Activity: Q4 2021 in Review
27 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2021, worth a combined $18.6M — up 13% from $16.5M a quarter earlier.
Fund positioning in UG was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 8 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $66.3K. The largest seller was Renaissance Technologies, cutting an estimated $246K.
- 27 institutional investors held United-Guardian (UG) as of Q4 2021, down from 28 in Q3 2021.
- Funds reported $18.6M of United-Guardian stock for Q4 2021, up 13% quarter-over-quarter.
- 2 funds opened new United-Guardian positions in Q4 2021 and 2 closed out, a net change of 0 holders.
- The largest United-Guardian buyer in Q4 2021 was Hillsdale Investment Management, an estimated $66.3K added.
- The largest United-Guardian seller in Q4 2021 was Renaissance Technologies, an estimated $246K sold.
Based on aggregated 13F filings for Q4 2021.