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United-Guardian
UG

31 hedge funds and large institutions have $16.3M invested in United-Guardian in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 31 → 31 (0)

4% less capital invested

Capital invested by funds: $17M → $16.3M (-$720K)

Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
1
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PL
Parthenon LLC
Kentucky
+$566K
2
Morgan Stanley
Morgan Stanley
New York
+$146K
3
Renaissance Technologies
Renaissance Technologies
New York
+$133K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$31.4K
5
TRCT
Tower Research Capital (TRC)
New York
+$30.5K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$223K
2
LG
Laidlaw Group
New York
-$201K
3
Bank of America
Bank of America
North Carolina
-$16K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.7K
5
KTC
Kistler-Tiffany Companies
Pennsylvania
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GAMCO Investors
Connecticut
$3.24M – – –
Renaissance Technologies
2
Renaissance Technologies
New York
$2.91M +$133K +6,500 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.38M -$10.7K -520 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.56M +$31.4K +1,527 +2%
TA
5
Teton Advisors
New York
$1.48M – – –
GF
6
Gabelli Funds
New York
$902K – – –
NG
7
Northstar Group
New York
$740K +$767K +37,349 New
PL
8
Parthenon LLC
Kentucky
$547K +$566K +27,583 New
NGA
9
Naples Global Advisors
Florida
$432K +$12.3K +600 +3%
Morgan Stanley
10
Morgan Stanley
New York
$412K +$146K +7,105 +52%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$339K – – –
First Manhattan
12
First Manhattan
New York
$278K – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$245K +$21 +1 +0%
Northern Trust
14
Northern Trust
Illinois
$238K +$575 +28 +0.2%
BFA
15
BlackRock Fund Advisors
California
$195K +$14.4K +702 +8%
UBS Group
16
UBS Group
Switzerland
$77K +$80.2K +3,907 New
US Bancorp
17
US Bancorp
Minnesota
$60K – – –
GT
18
Glenmede Trust
Pennsylvania
$50K – – –
BIT
19
BlackRock Institutional Trust
California
$41K +$16.9K +825 +67%
ClearBridge Investments
20
ClearBridge Investments
New York
$40K – – –
TRCT
21
Tower Research Capital (TRC)
New York
$29K +$30.5K +1,487 New
NFG
22
Next Financial Group
Texas
$24K – – –
MWP
23
MYCIO Wealth Partners
Pennsylvania
$20K – – –
Wells Fargo
24
Wells Fargo
California
$15K – – –
BIM
25
BlackRock Investment Management
Delaware
$9K – – –
1
2

UG Hedge Fund Activity: Q4 2014 in Review

31 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2014, worth a combined $16.3M — down 4.2% from $17M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UG positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Parthenon LLC, opening a new position worth an estimated $566K. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $223K sold.

  • 31 institutional investors held United-Guardian (UG) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $16.3M of United-Guardian stock for Q4 2014, down 4.2% quarter-over-quarter.
  • 8 funds opened new United-Guardian positions in Q4 2014 and 6 closed out, a net change of +2 holders.
  • The largest United-Guardian buyer in Q4 2014 was Parthenon LLC, an estimated $566K added.
  • The largest United-Guardian seller in Q4 2014 was Bridgeway Capital Management, an estimated $223K sold.

Based on aggregated 13F filings for Q4 2014.