United-Guardian
26 hedge funds and large institutions have $8.41M invested in United-Guardian in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
1.28% less ownership
Funds ownership: 23.35% → 22.07% (-1.3%)
10% less funds holding
Funds holding: 29 → 26 (-3)
17% less capital invested
Capital invested by funds: $10.1M → $8.41M (-$1.68M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$51.4K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$30.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$25.9K |
| 4 |
BlackRock
New York
|
+$7.18K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$463K |
| 2 |
HIMC
Heritage Investors Management Corp
Bethesda,
Maryland
|
-$122K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$67.1K |
| 4 |
Neuberger Berman Group
New York
|
-$44.3K |
| 5 |
Renaissance Technologies
New York
|
-$4.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $8 | – | – | – |
|
|
AAS
27
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$463K | -45,165 | Closed |
|
|
HIMC
28
Heritage Investors Management Corp
Bethesda,
Maryland
| – | -$122K | -13,169 | Closed |
|
29
Acadian Asset Management
Boston,
Massachusetts
| – | -$4K | -492 | Closed |
|
UG Hedge Fund Activity: Q2 2023 in Review
26 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2023, worth a combined $8.41M — down 17% from $10.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UG and 0 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 8 added.
The largest buyer was Citadel Advisors, adding an estimated $51.4K. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $463K sold.
- 26 institutional investors held United-Guardian (UG) as of Q2 2023, down from 29 in Q1 2023.
- Funds reported $8.41M of United-Guardian stock for Q2 2023, down 17% quarter-over-quarter.
- 0 funds opened new United-Guardian positions in Q2 2023 and 3 closed out, a net change of -3 holders.
- The largest United-Guardian buyer in Q2 2023 was Citadel Advisors, an estimated $51.4K added.
- The largest United-Guardian seller in Q2 2023 was Ameritas Advisory Services, an estimated $463K sold.
Based on aggregated 13F filings for Q2 2023.