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United-Guardian
UG

29 hedge funds and large institutions have $15.5M invested in United-Guardian in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0.38% more ownership

Funds ownership: 22.37% → 22.75% (+0.38%)

3% less capital invested

Capital invested by funds: $15.9M → $15.5M (-$457K)

6% less funds holding

Funds holding: 31 → 29 (-2)

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$339K
2
PL
Parthenon LLC
Kentucky
+$232K
3
FIM
Frontier Investment Management
Texas
+$167K
4
Renaissance Technologies
Renaissance Technologies
New York
+$112K
5
UBS Group
UBS Group
Switzerland
+$35.7K

Top Sellers

Rank Fund Capital Flow
1
NGA
Naples Global Advisors
Florida
-$204K
2
OSAM
O'Shaughnessy Asset Management
Connecticut
-$50K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$49.9K
4
NG
Northstar Group
New York
-$18K
5
Deutsche Bank
Deutsche Bank
Germany
-$3.04K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.03M +$112K +7,400 +4%
GI
2
GAMCO Investors
Connecticut
$2.4M – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.76M -$49.9K -3,291 -3%
PL
4
Parthenon LLC
Kentucky
$1.7M +$232K +15,289 +15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.33M +$20K +1,318 +1%
TA
6
Teton Advisors
New York
$1.15M – – –
UCFA
7
United Capital Financial Advisors
Texas
$997K – – –
GF
8
Gabelli Funds
New York
$676K – – –
NG
9
Northstar Group
New York
$501K -$18K -1,185 -3%
BlackRock
10
BlackRock
New York
$332K +$339K +22,370 New
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$232K – – –
ERIM
12
Eagle Ridge Investment Management
Connecticut
$225K – – –
First Manhattan
13
First Manhattan
New York
$208K – – –
FIM
14
Frontier Investment Management
Texas
$163K +$167K +11,000 New
Northern Trust
15
Northern Trust
Illinois
$151K -$2.4K -158 -2%
BCM
16
Bridgeway Capital Management
Texas
$147K – – –
CTC
17
Central Trust Company
Missouri
$128K – – –
Deutsche Bank
18
Deutsche Bank
Germany
$103K -$3.04K -200 -3%
UBS Group
19
UBS Group
Switzerland
$91K +$35.7K +2,355 +62%
US Bancorp
20
US Bancorp
Minnesota
$48K – – –
Morgan Stanley
21
Morgan Stanley
New York
$35K +$3.04K +200 +9%
ClearBridge Investments
22
ClearBridge Investments
New York
$30K – – –
Wells Fargo
23
Wells Fargo
California
$24K +$15 +1 +0.1%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K – – –
SBL
25
Sargent Bickham Lagudis
Colorado
$2K +$2.23K +147 New
1
2

UG Hedge Fund Activity: Q1 2017 in Review

29 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2017, worth a combined $15.5M — down 2.9% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UG positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $339K. The largest seller was Naples Global Advisors, exiting entirely with an estimated $204K sold.

  • 29 institutional investors held United-Guardian (UG) as of Q1 2017, down from 31 in Q4 2016.
  • Funds reported $15.5M of United-Guardian stock for Q1 2017, down 2.9% quarter-over-quarter.
  • 5 funds opened new United-Guardian positions in Q1 2017 and 4 closed out, a net change of +1 holder.
  • The largest United-Guardian buyer in Q1 2017 was BlackRock, an estimated $339K added.
  • The largest United-Guardian seller in Q1 2017 was Naples Global Advisors, an estimated $204K sold.

Based on aggregated 13F filings for Q1 2017.