United-Guardian
28 hedge funds and large institutions have $26.2M invested in United-Guardian in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
40% more capital invested
Capital invested by funds: $18.6M → $26.2M (+$7.53M)
4% more funds holding
Funds holding: 27 → 28 (+1)
0.4% more ownership
Funds ownership: 24.69% → 25.09% (+0.4%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$696K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$185K |
| 3 |
Morgan Stanley
New York
|
+$33.8K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$31.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$22.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$186K |
| 2 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
-$140K |
| 3 |
Renaissance Technologies
New York
|
-$104K |
| 4 |
NG
Northstar Group
New York
|
-$70.9K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$69.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBL
26
Sargent Bickham Lagudis
Boulder,
Colorado
| $5K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $5K | +$1.21K | +65 | +46% |
|
|
CAL
28
Capital Advisors Ltd
Shaker Heights,
Ohio
| $1K | – | – | – |
|
29
Bank of America
Charlotte,
North Carolina
| – | -$112 | -6 | Closed |
|
UG Hedge Fund Activity: Q1 2022 in Review
28 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2022, worth a combined $26.2M — up 40% from $18.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UG positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $696K. The largest seller was United Capital Financial Advisors, cutting an estimated $186K.
- 28 institutional investors held United-Guardian (UG) as of Q1 2022, up from 27 in Q4 2021.
- Funds reported $26.2M of United-Guardian stock for Q1 2022, up 40% quarter-over-quarter.
- 2 funds opened new United-Guardian positions in Q1 2022 and 1 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q1 2022 was Neuberger Berman Group, an estimated $696K added.
- The largest United-Guardian seller in Q1 2022 was United Capital Financial Advisors, an estimated $186K sold.
Based on aggregated 13F filings for Q1 2022.