United-Guardian
33 hedge funds and large institutions have $9.87M invested in United-Guardian in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
6% more funds holding
Funds holding: 31 → 33 (+2)
0.53% more ownership
Funds ownership: 21.91% → 22.44% (+0.53%)
38% less capital invested
Capital invested by funds: $16M → $9.87M (-$6.09M)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$230K |
| 2 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$160K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$131K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$120K |
| 5 |
Renaissance Technologies
New York
|
+$89.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$179K |
| 2 |
NG
Northstar Group
New York
|
-$168K |
| 3 |
Neuberger Berman Group
New York
|
-$126K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$34.8K |
| 5 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
-$28.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $2.37K | -$3.47K | -302 | -55% |
|
|
SS
27
SBI Securities
Tokyo,
Japan
| $1.12K | +$1.34K | +117 | New |
|
28
Jones Financial Companies
Des Peres,
Missouri
| $965 | – | – | – |
|
|
BBHC
29
Brown Brothers Harriman & Co
New York
| $376 | – | – | – |
|
30
Bank of America
Charlotte,
North Carolina
| $229 | -$69 | -6 | -20% |
|
31
JP Morgan Chase
New York
| $68 | – | – | – |
|
|
PS
32
Principal Securities
Des Moines,
Iowa
| $67 | -$1.48K | -129 | -95% |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$179K | -11,287 | Closed |
|
|
NG
34
Northstar Group
New York
| – | -$168K | -10,590 | Closed |
|
UG Hedge Fund Activity: Q4 2024 in Review
33 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2024, worth a combined $9.87M — down 38% from $16M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UG positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $230K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $179K sold.
- 33 institutional investors held United-Guardian (UG) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $9.87M of United-Guardian stock for Q4 2024, down 38% quarter-over-quarter.
- 4 funds opened new United-Guardian positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest United-Guardian buyer in Q4 2024 was United Capital Financial Advisors, an estimated $230K added.
- The largest United-Guardian seller in Q4 2024 was Susquehanna International Group, an estimated $179K sold.
Based on aggregated 13F filings for Q4 2024.