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United-Guardian
UG

34 hedge funds and large institutions have $22.6M invested in United-Guardian in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 30 → 34 (+4)

9% more capital invested

Capital invested by funds: $20.7M → $22.6M (+$1.89M)

1.1% more ownership

Funds ownership: 24.58% → 25.68% (+1.1%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
10
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RB
Rodgers Brothers
Pennsylvania
+$392K
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$305K
3
ZIM
ZPR Investment Management
Florida
+$221K
4
Renaissance Technologies
Renaissance Technologies
New York
+$210K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$79.8K

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$215K
2
PL
Parthenon LLC
Kentucky
-$29.7K
3
Wells Fargo
Wells Fargo
California
-$15.7K
4
GI
GAMCO Investors
Connecticut
-$11.7K
5
ERIM
Eagle Ridge Investment Management
Connecticut
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.92M +$210K +10,700 +4%
GI
2
GAMCO Investors
Connecticut
$2.91M -$11.7K -600 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.25M +$1.74K +89 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.2M -$6.89K -352 -0.3%
PL
5
Parthenon LLC
Kentucky
$1.92M -$29.7K -1,518 -1%
TA
6
Teton Advisors
New York
$1.54M – – –
Neuberger Berman Group
7
Neuberger Berman Group
New York
$1.16M +$305K +15,600 +35%
GF
8
Gabelli Funds
New York
$869K – – –
UCFA
9
United Capital Financial Advisors
Texas
$699K -$215K -11,000 -23%
NG
10
Northstar Group
New York
$584K +$36.8K +1,879 +7%
BlackRock
11
BlackRock
New York
$448K +$7.3K +373 +2%
BCM
12
Bridgeway Capital Management
Texas
$431K – – –
RB
13
Rodgers Brothers
Pennsylvania
$383K +$392K +20,011 New
First Manhattan
14
First Manhattan
New York
$326K – – –
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$302K – – –
ERIM
16
Eagle Ridge Investment Management
Connecticut
$273K -$10K -512 -3%
ZIM
17
ZPR Investment Management
Florida
$216K +$221K +11,298 New
FIM
18
Frontier Investment Management
Texas
$211K – – –
Northern Trust
19
Northern Trust
Illinois
$201K +$1.72K +88 +0.8%
Deutsche Bank
20
Deutsche Bank
Germany
$156K -$5.58K -285 -3%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$119K – – –
UBS Group
22
UBS Group
Switzerland
$103K -$2.13K -109 -2%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$78K +$79.8K +4,074 New
Morgan Stanley
24
Morgan Stanley
New York
$59K +$4.74K +242 +9%
US Bancorp
25
US Bancorp
Minnesota
$57K – – –
1
2

UG Hedge Fund Activity: Q1 2019 in Review

34 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2019, worth a combined $22.6M — up 9.1% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UG positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Rodgers Brothers, opening a new position worth an estimated $392K. The largest seller was United Capital Financial Advisors, cutting an estimated $215K.

  • 34 institutional investors held United-Guardian (UG) as of Q1 2019, up from 30 in Q4 2018.
  • Funds reported $22.6M of United-Guardian stock for Q1 2019, up 9.1% quarter-over-quarter.
  • 5 funds opened new United-Guardian positions in Q1 2019 and 0 closed out, a net change of +5 holders.
  • The largest United-Guardian buyer in Q1 2019 was Rodgers Brothers, an estimated $392K added.
  • The largest United-Guardian seller in Q1 2019 was United Capital Financial Advisors, an estimated $215K sold.

Based on aggregated 13F filings for Q1 2019.