United-Guardian
32 hedge funds and large institutions have $10.4M invested in United-Guardian in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
7% more funds holding
Funds holding: 30 → 32 (+2)
0.35% less ownership
Funds ownership: 24.4% → 24.05% (-0.35%)
18% less capital invested
Capital invested by funds: $12.7M → $10.4M (-$2.32M)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$530K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$11.9K |
| 3 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$4.33K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.97K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$901 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$353K |
| 2 |
Renaissance Technologies
New York
|
-$191K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$109K |
| 4 |
Rockefeller Capital Management
New York
|
-$31.7K |
| 5 |
NG
Northstar Group
New York
|
-$16.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
26
ICA Group Wealth Management
Denver,
Colorado
| $3.76K | +$4.33K | +360 | New |
|
|
SBL
27
Sargent Bickham Lagudis
Boulder,
Colorado
| $2.19K | +$60 | +5 | +2% |
|
28
Dimensional Fund Advisors
Austin,
Texas
| $1.12K | – | – | – |
|
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$901 | +75 | +750% |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $877 | – | – | – |
|
|
CS
31
Comerica Securities
Detroit,
Michigan
| $365 | +$421 | +35 | New |
|
32
Bank of America
Charlotte,
North Carolina
| $31 | -$6.9K | -574 | -99% |
|
UG Hedge Fund Activity: Q4 2022 in Review
32 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2022, worth a combined $10.4M — down 18% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UG positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 12 trimmed.
The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $530K. The largest seller was Neuberger Berman Group, cutting an estimated $353K.
- 32 institutional investors held United-Guardian (UG) as of Q4 2022, up from 30 in Q3 2022.
- Funds reported $10.4M of United-Guardian stock for Q4 2022, down 18% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q4 2022 and 1 closed out, a net change of +2 holders.
- The largest United-Guardian buyer in Q4 2022 was Ameritas Advisory Services, an estimated $530K added.
- The largest United-Guardian seller in Q4 2022 was Neuberger Berman Group, an estimated $353K sold.
Based on aggregated 13F filings for Q4 2022.