United-Guardian
29 hedge funds and large institutions have $15.9M invested in United-Guardian in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
4% more funds holding
Funds holding: 28 → 29 (+1)
9.95% less ownership
Funds ownership: 29.15% → 19.2% (-10%)
39% less capital invested
Capital invested by funds: $26.3M → $15.9M (-$10.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PL
Parthenon LLC
Louisville,
Kentucky
|
+$153K |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$102K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$90.6K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.8K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$26.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
-$9.75M |
| 2 |
NG
Northstar Group
New York
|
-$61.1K |
| 3 |
Renaissance Technologies
New York
|
-$32.1K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9K |
| 5 |
Bank of New York Mellon
New York
|
-$7.78K |
UG Hedge Fund Activity: Q3 2015 in Review
29 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2015, worth a combined $15.9M — down 39% from $26.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UG positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Parthenon LLC, adding an estimated $153K. The largest seller was Scopus Asset Management, exiting entirely with an estimated $9.75M sold.
- 29 institutional investors held United-Guardian (UG) as of Q3 2015, up from 28 in Q2 2015.
- Funds reported $15.9M of United-Guardian stock for Q3 2015, down 39% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q3 2015 and 2 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q3 2015 was Parthenon LLC, an estimated $153K added.
- The largest United-Guardian seller in Q3 2015 was Scopus Asset Management, an estimated $9.75M sold.
Based on aggregated 13F filings for Q3 2015.