United-Guardian
30 hedge funds and large institutions have $12.7M invested in United-Guardian in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1.75% less ownership
Funds ownership: 26.15% → 24.4% (-1.8%)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
29% less capital invested
Capital invested by funds: $18M → $12.7M (-$5.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$36.6K |
| 2 |
Rockefeller Capital Management
New York
|
+$23.4K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.46K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.04K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$366 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
-$334K |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$314K |
| 3 |
Renaissance Technologies
New York
|
-$311K |
| 4 |
Neuberger Berman Group
New York
|
-$201K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$83.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBL
26
Sargent Bickham Lagudis
Boulder,
Colorado
| $2K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $1K | – | – | – |
|
|
EA
28
Ellsworth Advisors
Hudson,
Ohio
| – | -$334K | -22,259 | Closed |
|
|
EI
29
EAM Investors
Solana Beach,
California
| – | -$314K | -20,939 | Closed |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| – | -$5.06K | -345 | -89% |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$2K | -159 | Closed |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$147 | +10 | New |
|
|
HNB
33
Huntington National Bank
Columbus,
Ohio
| – | +$293 | +20 | New |
|
UG Hedge Fund Activity: Q3 2022 in Review
30 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2022, worth a combined $12.7M — down 29% from $18M a quarter earlier.
Fund positioning in UG was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 7 trimmed.
The largest buyer was Rodgers Brothers, adding an estimated $36.6K. The largest seller was Ellsworth Advisors, exiting entirely with an estimated $334K sold.
- 30 institutional investors held United-Guardian (UG) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $12.7M of United-Guardian stock for Q3 2022, down 29% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q3 2022 and 3 closed out, a net change of 0 holders.
- The largest United-Guardian buyer in Q3 2022 was Rodgers Brothers, an estimated $36.6K added.
- The largest United-Guardian seller in Q3 2022 was Ellsworth Advisors, an estimated $334K sold.
Based on aggregated 13F filings for Q3 2022.