United-Guardian
31 hedge funds and large institutions have $9.26M invested in United-Guardian in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 3 closing their positions.
0.01% more ownership
Funds ownership: 22.44% → 22.45% (+0.01%)
6% less funds holding
Funds holding: 33 → 31 (-2)
6% less capital invested
Capital invested by funds: $9.87M → $9.26M (-$611K)
64% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 14
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$134K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$112K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$32.5K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$19.4K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$16.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
-$135K |
| 2 |
Neuberger Berman Group
New York
|
-$64.9K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$36K |
| 4 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
-$18K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $1.54K | -$926 | -90 | -34% |
|
|
SS
27
SBI Securities
Tokyo,
Japan
| $1.04K | -$10 | -1 | -0.9% |
|
28
Jones Financial Companies
Des Peres,
Missouri
| $915 | – | – | – |
|
29
Bank of America
Charlotte,
North Carolina
| $225 | +$10 | +1 | +4% |
|
|
PS
30
Principal Securities
Des Moines,
Iowa
| $67 | – | – | – |
|
31
JP Morgan Chase
New York
| $54 | -$10 | -1 | -14% |
|
|
HBCM
32
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| – | -$135K | -13,966 | Closed |
|
|
BBHC
33
Brown Brothers Harriman & Co
New York
| – | -$376 | -39 | Closed |
|
UG Hedge Fund Activity: Q1 2025 in Review
31 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2025, worth a combined $9.26M — down 6.2% from $9.87M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UG and 1 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 5 added.
The largest buyer was Vanguard Group, adding an estimated $134K. The largest seller was Heron Bay Capital Management, exiting entirely with an estimated $135K sold.
- 31 institutional investors held United-Guardian (UG) as of Q1 2025, down from 33 in Q4 2024.
- Funds reported $9.26M of United-Guardian stock for Q1 2025, down 6.2% quarter-over-quarter.
- 1 fund opened new United-Guardian positions in Q1 2025 and 3 closed out, a net change of -2 holders.
- The largest United-Guardian buyer in Q1 2025 was Vanguard Group, an estimated $134K added.
- The largest United-Guardian seller in Q1 2025 was Heron Bay Capital Management, an estimated $135K sold.
Based on aggregated 13F filings for Q1 2025.