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United-Guardian
UG

36 hedge funds and large institutions have $23M invested in United-Guardian in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 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

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

3% more funds holding

Funds holding: 35 → 36 (+1)

2% more capital invested

Capital invested by funds: $22.6M → $23M (+$444K)

0.37% more ownership

Funds ownership: 26.18% → 26.54% (+0.37%)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RB
Rodgers Brothers
Pennsylvania
+$145K
2
Renaissance Technologies
Renaissance Technologies
New York
+$127K
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$48.7K
4
Morgan Stanley
Morgan Stanley
New York
+$39.5K
5
UBS Group
UBS Group
Switzerland
+$23.6K

Top Sellers

Rank Fund Capital Flow
1
NG
Northstar Group
New York
-$26.3K
2
ED
Exane Derivatives
France
-$20.7K
3
TA
Teton Advisors
New York
-$9.74K
4
GI
GAMCO Investors
Connecticut
-$6.39K
5
TRCT
Tower Research Capital (TRC)
New York
-$6.11K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$5.11M +$127K +6,500 +2%
GI
2
GAMCO Investors
Connecticut
$2.8M -$6.39K -328 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.19M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.16M +$5.84K +300 +0.3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.08M +$48.7K +2,500 +2%
TA
6
Teton Advisors
New York
$1.48M -$9.74K -500 -0.6%
PL
7
Parthenon LLC
Kentucky
$1.35M – – –
GF
8
Gabelli Funds
New York
$758K – – –
RB
9
Rodgers Brothers
Pennsylvania
$666K +$145K +7,433 +27%
UCFA
10
United Capital Financial Advisors
Texas
$635K – – –
NG
11
Northstar Group
New York
$503K -$26.3K -1,350 -5%
BlackRock
12
BlackRock
New York
$486K +$4.13K +212 +0.8%
BCM
13
Bridgeway Capital Management
Texas
$422K – – –
First Manhattan
14
First Manhattan
New York
$323K – – –
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$295K – – –
ZIM
16
ZPR Investment Management
Florida
$259K +$2.32K +119 +0.9%
ERIM
17
Eagle Ridge Investment Management
Connecticut
$238K – – –
Morgan Stanley
18
Morgan Stanley
New York
$223K +$39.5K +2,030 +21%
FIM
19
Frontier Investment Management
Texas
$206K – – –
Northern Trust
20
Northern Trust
Illinois
$198K -$1.95K -100 -0.9%
Deutsche Bank
21
Deutsche Bank
Germany
$142K -$2.12K -109 -1%
UBS Group
22
UBS Group
Switzerland
$131K +$23.6K +1,213 +21%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$117K – – –
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$76K -$4.19K -215 -5%
US Bancorp
25
US Bancorp
Minnesota
$56K – – –
1
2

UG Hedge Fund Activity: Q3 2019 in Review

36 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2019, worth a combined $23M — up 2% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new UG positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Rodgers Brothers, adding an estimated $145K. The largest seller was Northstar Group, cutting an estimated $26.3K.

  • 36 institutional investors held United-Guardian (UG) as of Q3 2019, up from 35 in Q2 2019.
  • Funds reported $23M of United-Guardian stock for Q3 2019, up 2% quarter-over-quarter.
  • 2 funds opened new United-Guardian positions in Q3 2019 and 1 closed out, a net change of +1 holder.
  • The largest United-Guardian buyer in Q3 2019 was Rodgers Brothers, an estimated $145K added.
  • The largest United-Guardian seller in Q3 2019 was Northstar Group, an estimated $26.3K sold.

Based on aggregated 13F filings for Q3 2019.