United-Guardian
29 hedge funds and large institutions have $7.66M invested in United-Guardian in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
12% more funds holding
Funds holding: 26 → 29 (+3)
0.4% more ownership
Funds ownership: 22.78% → 23.18% (+0.4%)
3% less capital invested
Capital invested by funds: $7.87M → $7.66M (-$211K)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$153K |
| 2 |
Neuberger Berman Group
New York
|
+$99.5K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$77.4K |
| 4 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$18.2K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$119K |
| 2 |
NG
Northstar Group
New York
|
-$29.9K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$26.7K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$26.4K |
| 5 |
Renaissance Technologies
New York
|
-$15.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$285 | -39 | -24% |
|
|
BBHC
27
Brown Brothers Harriman & Co
New York
| $281 | +$285 | +39 | New |
|
28
JP Morgan Chase
New York
| $36 | +$7 | +1 | +25% |
|
29
Bank of America
Charlotte,
North Carolina
| $7 | – | – | – |
|
|
30
US Bancorp
Minneapolis,
Minnesota
| – | -$26.7K | -3,549 | Closed |
|
|
CAL
31
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$1K | -149 | Closed |
|
UG Hedge Fund Activity: Q4 2023 in Review
29 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2023, worth a combined $7.66M — down 2.7% from $7.87M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UG positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Northern Trust, opening a new position worth an estimated $153K. The largest seller was Ameritas Advisory Services, cutting an estimated $119K.
- 29 institutional investors held United-Guardian (UG) as of Q4 2023, up from 26 in Q3 2023.
- Funds reported $7.66M of United-Guardian stock for Q4 2023, down 2.7% quarter-over-quarter.
- 5 funds opened new United-Guardian positions in Q4 2023 and 2 closed out, a net change of +3 holders.
- The largest United-Guardian buyer in Q4 2023 was Northern Trust, an estimated $153K added.
- The largest United-Guardian seller in Q4 2023 was Ameritas Advisory Services, an estimated $119K sold.
Based on aggregated 13F filings for Q4 2023.