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United-Guardian
UG

27 hedge funds and large institutions have $16.7M invested in United-Guardian in 2015 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

5% more capital invested

Capital invested by funds: $15.9M → $16.7M (+$840K)

7% less funds holding

Funds holding: 29 → 27 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$92.1K
2
TA
Teton Advisors
New York
+$22.6K
3
PL
Parthenon LLC
Kentucky
+$21.3K
4
Creative Planning
Creative Planning
Kansas
+$19.2K
5
NGA
Naples Global Advisors
Florida
+$17.9K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$185K
2
Bessemer Group
Bessemer Group
New Jersey
-$85.6K
3
NG
Northstar Group
New York
-$19.1K
4
TRCT
Tower Research Capital (TRC)
New York
-$18.6K
5
MWP
MYCIO Wealth Partners
Pennsylvania
-$18K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GAMCO Investors
Connecticut
$3.1M -$1.88K -100 -0.1%
Renaissance Technologies
2
Renaissance Technologies
New York
$3M +$92.1K +4,900 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.33M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.62M +$7.52K +400 +0.5%
PL
5
Parthenon LLC
Kentucky
$1.6M +$21.3K +1,135 +1%
TA
6
Teton Advisors
New York
$1.45M +$22.6K +1,200 +2%
GF
7
Gabelli Funds
New York
$871K – – –
NG
8
Northstar Group
New York
$732K -$19.1K -1,016 -3%
NGA
9
Naples Global Advisors
Florida
$324K +$17.9K +950 +6%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$302K – – –
First Manhattan
11
First Manhattan
New York
$269K – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$240K – – –
BFA
13
BlackRock Fund Advisors
California
$200K +$4.33K +230 +2%
BCM
14
Bridgeway Capital Management
Texas
$192K – – –
BIT
15
BlackRock Institutional Trust
California
$152K – – –
Morgan Stanley
16
Morgan Stanley
New York
$123K -$185K -9,846 -61%
UBS Group
17
UBS Group
Switzerland
$58K – – –
US Bancorp
18
US Bancorp
Minnesota
$55K – – –
Creative Planning
19
Creative Planning
Kansas
$46K +$19.2K +1,022 +74%
ClearBridge Investments
20
ClearBridge Investments
New York
$38K – – –
BIM
21
BlackRock Investment Management
Delaware
$9K +$940 +50 +11%
Wells Fargo
22
Wells Fargo
California
$8K -$5.64K -300 -41%
Bessemer Group
23
Bessemer Group
New Jersey
$5K -$85.6K -4,550 -95%
TRCT
24
Tower Research Capital (TRC)
New York
$4K -$18.6K -988 -81%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2K – – –
1
2

UG Hedge Fund Activity: Q4 2015 in Review

27 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2015, worth a combined $16.7M — up 5.3% from $15.9M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of UG and 0 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was Renaissance Technologies, adding an estimated $92.1K. The largest seller was Morgan Stanley, cutting an estimated $185K.

  • 27 institutional investors held United-Guardian (UG) as of Q4 2015, down from 29 in Q3 2015.
  • Funds reported $16.7M of United-Guardian stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 0 funds opened new United-Guardian positions in Q4 2015 and 2 closed out, a net change of -2 holders.
  • The largest United-Guardian buyer in Q4 2015 was Renaissance Technologies, an estimated $92.1K added.
  • The largest United-Guardian seller in Q4 2015 was Morgan Stanley, an estimated $185K sold.

Based on aggregated 13F filings for Q4 2015.