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United-Guardian
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Overview Fund Activity

29 hedge funds and large institutions have $10.1M invested in United-Guardian in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$93.8K
2
UBS Group
2
UBS Group
Switzerland
$243K
3
AAS
3
Ameritas Advisory Services
Nebraska
$463K
4
TRCT
4
Tower Research Capital (TRC)
New York
$14K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.23M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$0
2
BlackRock
2
BlackRock
New York
$105K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$456K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
26
ICA Group Wealth Management
Colorado
$3.38K – – –
HI
27
Harbour Investments
Wisconsin
$790 – – –
Bank of America
28
Bank of America
North Carolina
$9 -$18 -2 -67%
UCFA
29
United Capital Financial Advisors
Texas
– -$210K -20,070 Closed
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
– -$45K -4,367 Closed
CS
31
Comerica Securities
Michigan
– -$365 -35 Closed
1
2