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United-Guardian
UG

33 hedge funds and large institutions have $19.7M invested in United-Guardian in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

3% more funds holding

Funds holding: 32 → 33 (+1)

0.16% more ownership

Funds ownership: 24.03% → 24.19% (+0.16%)

3% less capital invested

Capital invested by funds: $20.4M → $19.7M (-$709K)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$55K
2
ZIM
ZPR Investment Management
Florida
+$48.3K
3
Renaissance Technologies
Renaissance Technologies
New York
+$47.5K
4
ERIM
Eagle Ridge Investment Management
Connecticut
+$14.6K
5
Wells Fargo
Wells Fargo
California
+$3.65K

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$16K
2
Morgan Stanley
Morgan Stanley
New York
-$15.1K
3
UBS Group
UBS Group
Switzerland
-$5.28K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.25K
5
Northern Trust
Northern Trust
Illinois
-$384
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.93M +$47.5K +2,600 +1%
GI
2
GAMCO Investors
Connecticut
$2.79M – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.04M – – –
PL
4
Parthenon LLC
Kentucky
$1.97M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.87M +$55K +3,009 +3%
TA
6
Teton Advisors
New York
$1.39M – – –
UCFA
7
United Capital Financial Advisors
Texas
$1.16M – – –
GF
8
Gabelli Funds
New York
$800K – – –
QCMC
9
Quantum Capital Management (California)
California
$640K – – –
NG
10
Northstar Group
New York
$540K – – –
BlackRock
11
BlackRock
New York
$354K +$2.03K +111 +0.6%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$277K – – –
ERIM
13
Eagle Ridge Investment Management
Connecticut
$277K +$14.6K +800 +5%
First Manhattan
14
First Manhattan
New York
$250K – – –
ZIM
15
ZPR Investment Management
Florida
$226K +$48.3K +2,645 +26%
Northern Trust
16
Northern Trust
Illinois
$206K -$384 -21 -0.2%
FIM
17
Frontier Investment Management
Texas
$196K – – –
BCM
18
Bridgeway Capital Management
Texas
$176K – – –
CTC
19
Central Trust Company
Missouri
$153K – – –
Deutsche Bank
20
Deutsche Bank
Germany
$132K -$16K -875 -11%
UBS Group
21
UBS Group
Switzerland
$93K -$5.28K -289 -5%
Morgan Stanley
22
Morgan Stanley
New York
$78K -$15.1K -824 -16%
US Bancorp
23
US Bancorp
Minnesota
$53K – – –
ClearBridge Investments
24
ClearBridge Investments
New York
$36K – – –
Wells Fargo
25
Wells Fargo
California
$32K +$3.65K +200 +12%
1
2

UG Hedge Fund Activity: Q1 2018 in Review

33 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2018, worth a combined $19.7M — down 3.5% from $20.4M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new UG positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55K. The largest seller was Deutsche Bank, cutting an estimated $16K.

  • 33 institutional investors held United-Guardian (UG) as of Q1 2018, up from 32 in Q4 2017.
  • Funds reported $19.7M of United-Guardian stock for Q1 2018, down 3.5% quarter-over-quarter.
  • 1 fund opened new United-Guardian positions in Q1 2018 and 0 closed out, a net change of +1 holder.
  • The largest United-Guardian buyer in Q1 2018 was Vanguard Group, an estimated $55K added.
  • The largest United-Guardian seller in Q1 2018 was Deutsche Bank, an estimated $16K sold.

Based on aggregated 13F filings for Q1 2018.