We are live on ! Find out more
UG icon

United-Guardian
UG

31 hedge funds and large institutions have $21.7M invested in United-Guardian in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding

Funds holding: 30 → 31 (+1)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

1% less capital invested

Capital invested by funds: $22M → $21.7M (-$291K)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$185K
2
Renaissance Technologies
Renaissance Technologies
New York
+$79.6K
3
NGA
Naples Global Advisors
Florida
+$75K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$60.6K
5
U
UBS
Switzerland
+$27K

Top Sellers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
-$76.5K
2
BIT
BlackRock Institutional Trust
California
-$58.2K
3
TA
Teton Advisors
New York
-$36.7K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.8K
5
GF
Gabelli Funds
New York
-$15.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GAMCO Investors
Connecticut
$4.68M -$76.5K -2,500 -2%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.8M +$79.6K +2,600 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.52M -$6.12K -200 -0.2%
TA
4
Teton Advisors
New York
$2.14M -$36.7K -1,200 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.1M +$60.6K +1,980 +3%
GF
6
Gabelli Funds
New York
$1.3M -$15.3K -500 -1%
NGA
7
Naples Global Advisors
Florida
$559K +$75K +2,450 +14%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$450K – – –
First Manhattan
9
First Manhattan
New York
$402K – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$353K -$35.8K -1,168 -9%
Northern Trust
11
Northern Trust
Illinois
$348K +$1.23K +40 +0.3%
BCM
12
Bridgeway Capital Management
Texas
$287K – – –
BFA
13
BlackRock Fund Advisors
California
$280K +$8.57K +280 +3%
Morgan Stanley
14
Morgan Stanley
New York
$270K +$185K +6,049 +178%
Ameriprise
15
Ameriprise
Minnesota
$266K -$5.42K -177 -2%
LG
16
Laidlaw Group
New York
$257K +$5.21K +170 +2%
PWAP
17
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$200K – – –
US Bancorp
18
US Bancorp
Minnesota
$86K – – –
GT
19
Glenmede Trust
Pennsylvania
$72K -$9.19K -300 -11%
U
20
UBS
Switzerland
$70K +$27K +882 +57%
AIG
21
American International Group
New York
$60.1K – – –
ClearBridge Investments
22
ClearBridge Investments
New York
$57K – – –
Bank of America
23
Bank of America
North Carolina
$34K – – –
Wells Fargo
24
Wells Fargo
California
$32K +$31 +1 +0.1%
MWP
25
MYCIO Wealth Partners
Pennsylvania
$21K – – –
1
2

UG Hedge Fund Activity: Q2 2014 in Review

31 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2014, worth a combined $21.7M — down 1.3% from $22M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new UG positions and 0 closed out — a net gain of 1 holder — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $185K. The largest seller was GAMCO Investors, cutting an estimated $76.5K.

  • 31 institutional investors held United-Guardian (UG) as of Q2 2014, up from 30 in Q1 2014.
  • Funds reported $21.7M of United-Guardian stock for Q2 2014, down 1.3% quarter-over-quarter.
  • 1 fund opened new United-Guardian positions in Q2 2014 and 0 closed out, a net change of +1 holder.
  • The largest United-Guardian buyer in Q2 2014 was Morgan Stanley, an estimated $185K added.
  • The largest United-Guardian seller in Q2 2014 was GAMCO Investors, an estimated $76.5K sold.

Based on aggregated 13F filings for Q2 2014.