We are live on ! Find out more
UG icon

United-Guardian
UG

35 hedge funds and large institutions have $22.6M invested in United-Guardian in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding

Funds holding: 34 → 35 (+1)

0.5% more ownership

Funds ownership: 25.68% → 26.18% (+0.5%)

0% more capital invested

Capital invested by funds: $22.6M → $22.6M (+$14.9K)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% 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
10
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$908K
2
RB
Rodgers Brothers
Pennsylvania
+$151K
3
Morgan Stanley
Morgan Stanley
New York
+$128K
4
Renaissance Technologies
Renaissance Technologies
New York
+$112K
5
ZIM
ZPR Investment Management
Florida
+$42.8K

Top Sellers

Rank Fund Capital Flow
1
PL
Parthenon LLC
Kentucky
-$560K
2
GF
Gabelli Funds
New York
-$104K
3
GI
GAMCO Investors
Connecticut
-$76.5K
4
UCFA
United Capital Financial Advisors
Texas
-$57.8K
5
NG
Northstar Group
New York
-$49.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.94M +$112K +5,800 +2%
GI
2
GAMCO Investors
Connecticut
$2.79M -$76.5K -3,972 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.2M -$9.65K -501 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.16M – – –
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.02M +$908K +47,100 +78%
TA
6
Teton Advisors
New York
$1.48M -$32.8K -1,700 -2%
PL
7
Parthenon LLC
Kentucky
$1.34M -$560K -29,080 -29%
GF
8
Gabelli Funds
New York
$752K -$104K -5,376 -12%
UCFA
9
United Capital Financial Advisors
Texas
$630K -$57.8K -3,000 -8%
NG
10
Northstar Group
New York
$524K -$49.4K -2,565 -8%
RB
11
Rodgers Brothers
Pennsylvania
$523K +$151K +7,828 +39%
BlackRock
12
BlackRock
New York
$478K +$39.3K +2,039 +9%
BCM
13
Bridgeway Capital Management
Texas
$423K – – –
First Manhattan
14
First Manhattan
New York
$320K – – –
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$296K – – –
ZIM
16
ZPR Investment Management
Florida
$254K +$42.8K +2,219 +20%
ERIM
17
Eagle Ridge Investment Management
Connecticut
$236K -$32.4K -1,682 -12%
FIM
18
Frontier Investment Management
Texas
$207K – – –
Northern Trust
19
Northern Trust
Illinois
$198K – – –
Morgan Stanley
20
Morgan Stanley
New York
$182K +$128K +6,636 +216%
Deutsche Bank
21
Deutsche Bank
Germany
$143K -$9.83K -510 -6%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$117K – – –
UBS Group
23
UBS Group
Switzerland
$107K +$6.34K +329 +6%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$80K +$3.35K +174 +4%
US Bancorp
25
US Bancorp
Minnesota
$56K – – –
1
2

UG Hedge Fund Activity: Q2 2019 in Review

35 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2019, worth a combined $22.6M — up 0.07% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new UG positions and 0 closed out — a net gain of 1 holder — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $908K. The largest seller was Parthenon LLC, cutting an estimated $560K.

  • 35 institutional investors held United-Guardian (UG) as of Q2 2019, up from 34 in Q1 2019.
  • Funds reported $22.6M of United-Guardian stock for Q2 2019, up 0.07% quarter-over-quarter.
  • 1 fund opened new United-Guardian positions in Q2 2019 and 0 closed out, a net change of +1 holder.
  • The largest United-Guardian buyer in Q2 2019 was Neuberger Berman Group, an estimated $908K added.
  • The largest United-Guardian seller in Q2 2019 was Parthenon LLC, an estimated $560K sold.

Based on aggregated 13F filings for Q2 2019.