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United-Guardian
UG

31 hedge funds and large institutions have $14.8M invested in United-Guardian in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

7% more funds holding

Funds holding: 29 → 31 (+2)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

20% less capital invested

Capital invested by funds: $18.5M → $14.8M (-$3.67M)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$291K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$226K
3
Deutsche Bank
Deutsche Bank
Germany
+$111K
4
NGA
Naples Global Advisors
Florida
+$73.7K
5
BFA
BlackRock Fund Advisors
California
+$70.3K

Top Sellers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
-$197K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$169K
3
Creative Planning
Creative Planning
Kansas
-$24.5K
4
NG
Northstar Group
New York
-$12.2K
5
Morgan Stanley
Morgan Stanley
New York
-$11.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$2.91M +$291K +16,500 +10%
GI
2
GAMCO Investors
Connecticut
$2.59M – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2M +$42.8K +2,424 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.42M +$34.3K +1,943 +2%
PL
5
Parthenon LLC
Kentucky
$1.33M -$5.3K -300 -0.4%
TA
6
Teton Advisors
New York
$1.21M – – –
GF
7
Gabelli Funds
New York
$731K – – –
NG
8
Northstar Group
New York
$601K -$12.2K -691 -2%
NGA
9
Naples Global Advisors
Florida
$313K +$73.7K +4,175 +27%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$253K – – –
First Manhattan
11
First Manhattan
New York
$225K – – –
BFA
12
BlackRock Fund Advisors
California
$219K +$70.3K +3,981 +41%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$205K +$226K +12,771 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$202K -$18 -1 -0%
BCM
15
Bridgeway Capital Management
Texas
$161K – – –
Deutsche Bank
16
Deutsche Bank
Germany
$101K +$111K +6,300 New
Morgan Stanley
17
Morgan Stanley
New York
$84K -$11.7K -662 -11%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$62K +$56.7K +3,212 +480%
UBS Group
19
UBS Group
Switzerland
$48K +$1.94K +110 +4%
BIT
20
BlackRock Institutional Trust
California
$41K -$197K -11,164 -81%
US Bancorp
21
US Bancorp
Minnesota
$33K – – –
ClearBridge Investments
22
ClearBridge Investments
New York
$32K – – –
BIM
23
BlackRock Investment Management
Delaware
$9K +$1.18K +67 +14%
Wells Fargo
24
Wells Fargo
California
$7K -$18 -1 -0.2%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K -$1.29K -73 -22%
1
2

UG Hedge Fund Activity: Q2 2016 in Review

31 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2016, worth a combined $14.8M — down 20% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UG positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $291K. The largest seller was BlackRock Institutional Trust, cutting an estimated $197K.

  • 31 institutional investors held United-Guardian (UG) as of Q2 2016, up from 29 in Q1 2016.
  • Funds reported $14.8M of United-Guardian stock for Q2 2016, down 20% quarter-over-quarter.
  • 4 funds opened new United-Guardian positions in Q2 2016 and 2 closed out, a net change of +2 holders.
  • The largest United-Guardian buyer in Q2 2016 was Renaissance Technologies, an estimated $291K added.
  • The largest United-Guardian seller in Q2 2016 was BlackRock Institutional Trust, an estimated $197K sold.

Based on aggregated 13F filings for Q2 2016.