United-Guardian
31 hedge funds and large institutions have $16M invested in United-Guardian in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.
71% more capital invested
Capital invested by funds: $9.32M → $16M (+$6.65M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 30 → 31 (+1)
0.81% less ownership
Funds ownership: 22.71% → 21.91% (-0.81%)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$99K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51.4K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$27.1K |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$21.4K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$262K |
| 2 |
TA
Teton Advisors
Rye,
New York
|
-$131K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$68.5K |
| 4 |
Renaissance Technologies
New York
|
-$65K |
| 5 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
-$62.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $2.16K | – | – | – |
|
|
27
Jones Financial Companies
Des Peres,
Missouri
| $1.52K | +$1.25K | +100 | New |
|
|
BBHC
28
Brown Brothers Harriman & Co
New York
| $619 | – | – | – |
|
29
Bank of America
Charlotte,
North Carolina
| $476 | +$75 | +6 | +25% |
|
30
JP Morgan Chase
New York
| $111 | – | – | – |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -65 | Closed |
|
|
IC
32
Innealta Capital
Austin,
Texas
| – | -$9 | -1 | Closed |
|
UG Hedge Fund Activity: Q3 2024 in Review
31 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2024, worth a combined $16M — up 71% from $9.32M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UG positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Essex Investment Management, opening a new position worth an estimated $99K. The largest seller was Susquehanna International Group, cutting an estimated $262K.
- 31 institutional investors held United-Guardian (UG) as of Q3 2024, up from 30 in Q2 2024.
- Funds reported $16M of United-Guardian stock for Q3 2024, up 71% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q3 2024 and 2 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q3 2024 was Essex Investment Management, an estimated $99K added.
- The largest United-Guardian seller in Q3 2024 was Susquehanna International Group, an estimated $262K sold.
Based on aggregated 13F filings for Q3 2024.