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United-Guardian
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Overview Fund Activity

29 hedge funds and large institutions have $18.5M invested in United-Guardian in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$202K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.4M
3
BIT
3
BlackRock Institutional Trust
California
$283K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.78M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$14K

Top Sellers

1
NGA
1
Naples Global Advisors
Florida
$317K
2
Creative Planning
2
Creative Planning
Kansas
$29K
3
US Bancorp
3
US Bancorp
Minnesota
$42K
4
BFA
4
BlackRock Fund Advisors
California
$200K
5
GI
5
GAMCO Investors
Connecticut
$3.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$3.4M 164,600 +7,900 +5%
GI
2
GAMCO Investors
Connecticut
$3.34M 161,400 -700 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.52M 121,858 – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.78M 86,176 +1,552 +2%
PL
5
Parthenon LLC
Kentucky
$1.71M 82,842 -494 -0.6%
TA
6
Teton Advisors
New York
$1.56M 75,500 -400 -0.5%
GF
7
Gabelli Funds
New York
$940K 45,500 – –
NG
8
Northstar Group
New York
$787K 38,054 – –
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$326K 15,750 – –
NGA
10
Naples Global Advisors
Florida
$317K 15,317 -1,600 -9%
First Manhattan
11
First Manhattan
New York
$290K 14,062 – –
BIT
12
BlackRock Institutional Trust
California
$283K 13,703 +5,784 +73%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$260K 12,556 +1 +0%
BCM
14
Bridgeway Capital Management
Texas
$207K 10,000 – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$202K 9,795 +9,795 New
BFA
16
BlackRock Fund Advisors
California
$200K 9,676 -746 -7%
Morgan Stanley
17
Morgan Stanley
New York
$121K 5,839 -588 -9%
UBS Group
18
UBS Group
Switzerland
$59K 2,876 -168 -6%
US Bancorp
19
US Bancorp
Minnesota
$42K 2,059 -800 -28%
ClearBridge Investments
20
ClearBridge Investments
New York
$41K 2,000 – –
Creative Planning
21
Creative Planning
Kansas
$29K 1,408 -1,000 -42%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$14K 669 +669 New
BIM
23
BlackRock Investment Management
Delaware
$10K 486 – –
Wells Fargo
24
Wells Fargo
California
$9K 441 +1 +0.2%
MFS
25
MSI Financial Services
Massachusetts
$9K 443 +443 New
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