We are live on ! Find out more
UG icon

United-Guardian
UG

32 hedge funds and large institutions have $20.4M invested in United-Guardian in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 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: 30 → 32 (+2)

0.55% more ownership

Funds ownership: 23.48% → 24.03% (+0.55%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

2% less capital invested

Capital invested by funds: $20.9M → $20.4M (-$442K)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$206K
2
ZIM
ZPR Investment Management
Florida
+$185K
3
Renaissance Technologies
Renaissance Technologies
New York
+$114K
4
QCMC
Quantum Capital Management (California)
California
+$86.4K
5
Morgan Stanley
Morgan Stanley
New York
+$28.8K

Top Sellers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
-$64.4K
2
BlackRock
BlackRock
New York
-$38.2K
3
NG
Northstar Group
New York
-$29.1K
4
UCFA
United Capital Financial Advisors
Texas
-$26.7K
5
UBS Group
UBS Group
Switzerland
-$17.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.04M +$114K +6,200 +3%
GI
2
GAMCO Investors
Connecticut
$2.9M -$64.4K -3,500 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.15M +$7.36K +400 +0.3%
PL
4
Parthenon LLC
Kentucky
$2.05M -$11.2K -610 -0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.91M +$206K +11,177 +12%
TA
6
Teton Advisors
New York
$1.44M – – –
UCFA
7
United Capital Financial Advisors
Texas
$1.2M -$26.7K -1,450 -2%
GF
8
Gabelli Funds
New York
$833K -$9.2K -500 -1%
QCMC
9
Quantum Capital Management (California)
California
$666K +$86.4K +4,697 +15%
NG
10
Northstar Group
New York
$562K -$29.1K -1,581 -5%
BlackRock
11
BlackRock
New York
$366K -$38.2K -2,075 -9%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$291K – – –
ERIM
13
Eagle Ridge Investment Management
Connecticut
$273K – – –
First Manhattan
14
First Manhattan
New York
$260K – – –
Northern Trust
15
Northern Trust
Illinois
$215K +$15.8K +858 +8%
FIM
16
Frontier Investment Management
Texas
$204K – – –
ZIM
17
ZPR Investment Management
Florida
$186K +$185K +10,040 New
BCM
18
Bridgeway Capital Management
Texas
$185K – – –
CTC
19
Central Trust Company
Missouri
$159K – – –
Deutsche Bank
20
Deutsche Bank
Germany
$153K +$15.8K +858 +11%
UBS Group
21
UBS Group
Switzerland
$102K -$17.3K -940 -15%
Morgan Stanley
22
Morgan Stanley
New York
$98K +$28.8K +1,565 +42%
US Bancorp
23
US Bancorp
Minnesota
$55K -$5.52K -300 -9%
ClearBridge Investments
24
ClearBridge Investments
New York
$37K – – –
Wells Fargo
25
Wells Fargo
California
$30K -$11K -600 -27%
1
2

UG Hedge Fund Activity: Q4 2017 in Review

32 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2017, worth a combined $20.4M — down 2.1% from $20.9M a quarter earlier.

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

The largest buyer was Vanguard Group, adding an estimated $206K. The largest seller was GAMCO Investors, cutting an estimated $64.4K.

  • 32 institutional investors held United-Guardian (UG) as of Q4 2017, up from 30 in Q3 2017.
  • Funds reported $20.4M of United-Guardian stock for Q4 2017, down 2.1% quarter-over-quarter.
  • 4 funds opened new United-Guardian positions in Q4 2017 and 2 closed out, a net change of +2 holders.
  • The largest United-Guardian buyer in Q4 2017 was Vanguard Group, an estimated $206K added.
  • The largest United-Guardian seller in Q4 2017 was GAMCO Investors, an estimated $64.4K sold.

Based on aggregated 13F filings for Q4 2017.