United-Guardian
26 hedge funds and large institutions have $7.87M invested in United-Guardian in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
0.71% more ownership
Funds ownership: 22.07% → 22.78% (+0.71%)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
6% less capital invested
Capital invested by funds: $8.41M → $7.87M (-$538K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$403K |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$54.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$37.9K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$10.8K |
| 5 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$7.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$134K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$84K |
| 3 |
Neuberger Berman Group
New York
|
-$38K |
| 4 |
Renaissance Technologies
New York
|
-$8.57K |
| 5 |
NG
Northstar Group
New York
|
-$6.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $8 | – | – | – |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$134K | -15,694 | Closed |
|
|
IGWM
28
ICA Group Wealth Management
Denver,
Colorado
| – | -$2.98K | -360 | Closed |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| – | -$694 | -84 | Closed |
|
UG Hedge Fund Activity: Q3 2023 in Review
26 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2023, worth a combined $7.87M — down 6.4% from $8.41M a quarter earlier.
Fund positioning in UG was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 7 trimmed.
The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $403K. The largest seller was Citadel Advisors, exiting entirely with an estimated $134K sold.
- 26 institutional investors held United-Guardian (UG) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $7.87M of United-Guardian stock for Q3 2023, down 6.4% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest United-Guardian buyer in Q3 2023 was Ameritas Advisory Services, an estimated $403K added.
- The largest United-Guardian seller in Q3 2023 was Citadel Advisors, an estimated $134K sold.
Based on aggregated 13F filings for Q3 2023.