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United-Guardian
UG

33 hedge funds and large institutions have $21.2M invested in United-Guardian in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

8% more capital invested

Capital invested by funds: $19.7M → $21.2M (+$1.51M)

0% more funds holding

Funds holding: 33 → 33 (0)

0.06% less ownership

Funds ownership: 24.19% → 24.13% (-0.06%)

Holders
33
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$229K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$78.1K
3
First Manhattan
First Manhattan
New York
+$55.4K
4
QCMC
Quantum Capital Management (California)
California
+$42.8K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$39.9K

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$303K
2
PL
Parthenon LLC
Kentucky
-$167K
3
NG
Northstar Group
New York
-$28.2K
4
GI
GAMCO Investors
Connecticut
-$27.7K
5
Morgan Stanley
Morgan Stanley
New York
-$24K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.47M +$229K +12,400 +6%
GI
2
GAMCO Investors
Connecticut
$2.98M -$27.7K -1,500 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.23M +$5.54K +300 +0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.07M +$39.9K +2,160 +2%
PL
5
Parthenon LLC
Kentucky
$1.95M -$167K -9,064 -8%
TA
6
Teton Advisors
New York
$1.51M +$18.5K +1,000 +1%
UCFA
7
United Capital Financial Advisors
Texas
$932K -$303K -16,410 -25%
GF
8
Gabelli Funds
New York
$862K – – –
QCMC
9
Quantum Capital Management (California)
California
$734K +$42.8K +2,317 +6%
NG
10
Northstar Group
New York
$552K -$28.2K -1,525 -5%
BlackRock
11
BlackRock
New York
$409K +$25.8K +1,399 +7%
First Manhattan
12
First Manhattan
New York
$326K +$55.4K +3,000 +21%
ERIM
13
Eagle Ridge Investment Management
Connecticut
$312K +$13.8K +747 +5%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$302K – – –
ZIM
15
ZPR Investment Management
Florida
$243K – – –
Northern Trust
16
Northern Trust
Illinois
$213K -$8.76K -474 -4%
FIM
17
Frontier Investment Management
Texas
$211K – – –
BCM
18
Bridgeway Capital Management
Texas
$192K – – –
CTC
19
Central Trust Company
Missouri
$165K – – –
Deutsche Bank
20
Deutsche Bank
Germany
$137K -$5.12K -277 -4%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$103K +$78.1K +4,226 +371%
UBS Group
22
UBS Group
Switzerland
$102K +$2.23K +121 +2%
Morgan Stanley
23
Morgan Stanley
New York
$60K -$24K -1,300 -29%
US Bancorp
24
US Bancorp
Minnesota
$57K – – –
Wells Fargo
25
Wells Fargo
California
$46K +$11.1K +600 +33%
1
2

UG Hedge Fund Activity: Q2 2018 in Review

33 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2018, worth a combined $21.2M — up 7.7% from $19.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new UG positions and 1 closed out — a net gain of 1 holder — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $229K. The largest seller was United Capital Financial Advisors, cutting an estimated $303K.

  • 33 institutional investors held United-Guardian (UG) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $21.2M of United-Guardian stock for Q2 2018, up 7.7% quarter-over-quarter.
  • 2 funds opened new United-Guardian positions in Q2 2018 and 1 closed out, a net change of +1 holder.
  • The largest United-Guardian buyer in Q2 2018 was Renaissance Technologies, an estimated $229K added.
  • The largest United-Guardian seller in Q2 2018 was United Capital Financial Advisors, an estimated $303K sold.

Based on aggregated 13F filings for Q2 2018.