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United-Guardian
UG

29 hedge funds and large institutions have $16.1M invested in United-Guardian in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $15.5M → $16.1M (+$598K)

0% more funds holding

Funds holding: 29 → 29 (0)

0.11% less ownership

Funds ownership: 22.75% → 22.64% (-0.11%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
10
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$37.2K
2
Morgan Stanley
Morgan Stanley
New York
+$15.3K
3
Northern Trust
Northern Trust
Illinois
+$8.8K
4
TA
Teton Advisors
New York
+$7.43K
5
TRCT
Tower Research Capital (TRC)
New York
+$3.42K

Top Sellers

Rank Fund Capital Flow
1
PL
Parthenon LLC
Kentucky
-$44.6K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$26.8K
3
NG
Northstar Group
New York
-$24.7K
4
UBS Group
UBS Group
Switzerland
-$14.4K
5
BlackRock
BlackRock
New York
-$9.51K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.19M +$37.2K +2,500 +1%
GI
2
GAMCO Investors
Connecticut
$2.49M -$2.97K -200 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.82M -$26.8K -1,804 -2%
PL
4
Parthenon LLC
Kentucky
$1.72M -$44.6K -3,000 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.39M -$9.25K -622 -0.7%
TA
6
Teton Advisors
New York
$1.2M +$7.43K +500 +0.6%
UCFA
7
United Capital Financial Advisors
Texas
$1.04M – – –
GF
8
Gabelli Funds
New York
$703K – – –
NG
9
Northstar Group
New York
$503K -$24.7K -1,662 -5%
BlackRock
10
BlackRock
New York
$336K -$9.51K -640 -3%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$243K – – –
ERIM
12
Eagle Ridge Investment Management
Connecticut
$228K -$6.27K -422 -3%
First Manhattan
13
First Manhattan
New York
$217K – – –
FIM
14
Frontier Investment Management
Texas
$170K – – –
Northern Trust
15
Northern Trust
Illinois
$167K +$8.8K +592 +6%
BCM
16
Bridgeway Capital Management
Texas
$155K – – –
CTC
17
Central Trust Company
Missouri
$133K – – –
Deutsche Bank
18
Deutsche Bank
Germany
$99K -$7.37K -496 -7%
UBS Group
19
UBS Group
Switzerland
$80K -$14.4K -968 -16%
Morgan Stanley
20
Morgan Stanley
New York
$52K +$15.3K +1,029 +44%
US Bancorp
21
US Bancorp
Minnesota
$51K – – –
ClearBridge Investments
22
ClearBridge Investments
New York
$31K – – –
Wells Fargo
23
Wells Fargo
California
$25K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$5K +$3.42K +230 +329%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$386 +26 +10%
1
2

UG Hedge Fund Activity: Q2 2017 in Review

29 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2017, worth a combined $16.1M — up 3.9% from $15.5M a quarter earlier.

Fund positioning in UG was balanced in Q2 2017: 0 funds opened new positions, 0 closed out, 7 added to existing stakes and 10 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $37.2K. The largest seller was Parthenon LLC, cutting an estimated $44.6K.

  • 29 institutional investors held United-Guardian (UG) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $16.1M of United-Guardian stock for Q2 2017, up 3.9% quarter-over-quarter.
  • 0 funds opened new United-Guardian positions in Q2 2017 and 0 closed out.
  • The largest United-Guardian buyer in Q2 2017 was Renaissance Technologies, an estimated $37.2K added.
  • The largest United-Guardian seller in Q2 2017 was Parthenon LLC, an estimated $44.6K sold.

Based on aggregated 13F filings for Q2 2017.