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United-Guardian
UG

35 hedge funds and large institutions have $23.7M invested in United-Guardian in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $23M → $23.7M (+$617K)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.04% less ownership

Funds ownership: 26.54% → 26.5% (-0.04%)

3% less funds holding

Funds holding: 36 → 35 (-1)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$90.9K
2
Renaissance Technologies
Renaissance Technologies
New York
+$67.2K
3
Morgan Stanley
Morgan Stanley
New York
+$19.9K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.88K
5
RB
Rodgers Brothers
Pennsylvania
+$4.38K

Top Sellers

Rank Fund Capital Flow
1
TA
Teton Advisors
New York
-$111K
2
GF
Gabelli Funds
New York
-$38.4K
3
UCFA
United Capital Financial Advisors
Texas
-$23K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$14.9K
5
Victory Capital Management
Victory Capital Management
Texas
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$5.36M +$67.2K +3,500 +1%
GI
2
GAMCO Investors
Connecticut
$2.9M – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.29M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.27M +$5.88K +306 +0.3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.25M +$90.9K +4,733 +4%
TA
6
Teton Advisors
New York
$1.42M -$111K -5,800 -7%
PL
7
Parthenon LLC
Kentucky
$1.4M – – –
GF
8
Gabelli Funds
New York
$747K -$38.4K -2,000 -5%
RB
9
Rodgers Brothers
Pennsylvania
$698K +$4.38K +228 +0.6%
UCFA
10
United Capital Financial Advisors
Texas
$634K -$23K -1,200 -4%
NG
11
Northstar Group
New York
$513K -$8.99K -468 -2%
BlackRock
12
BlackRock
New York
$506K +$3.07K +160 +0.6%
BCM
13
Bridgeway Capital Management
Texas
$442K – – –
First Manhattan
14
First Manhattan
New York
$335K – – –
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$309K – – –
Morgan Stanley
16
Morgan Stanley
New York
$251K +$19.9K +1,035 +9%
ERIM
17
Eagle Ridge Investment Management
Connecticut
$247K – – –
FIM
18
Frontier Investment Management
Texas
$216K – – –
Northern Trust
19
Northern Trust
Illinois
$202K -$2.52K -131 -1%
Deutsche Bank
20
Deutsche Bank
Germany
$138K -$9.6K -500 -7%
UBS Group
21
UBS Group
Switzerland
$128K -$7.36K -383 -6%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$122K – – –
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$64K -$14.9K -778 -19%
US Bancorp
24
US Bancorp
Minnesota
$58K – – –
ClearBridge Investments
25
ClearBridge Investments
New York
$41K – – –
1
2

UG Hedge Fund Activity: Q4 2019 in Review

35 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2019, worth a combined $23.7M — up 2.7% from $23M a quarter earlier.

Fund positioning in UG was balanced in Q4 2019: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 11 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $90.9K. The largest seller was Teton Advisors, cutting an estimated $111K.

  • 35 institutional investors held United-Guardian (UG) as of Q4 2019, down from 36 in Q3 2019.
  • Funds reported $23.7M of United-Guardian stock for Q4 2019, up 2.7% quarter-over-quarter.
  • 2 funds opened new United-Guardian positions in Q4 2019 and 2 closed out, a net change of 0 holders.
  • The largest United-Guardian buyer in Q4 2019 was Neuberger Berman Group, an estimated $90.9K added.
  • The largest United-Guardian seller in Q4 2019 was Teton Advisors, an estimated $111K sold.

Based on aggregated 13F filings for Q4 2019.