We are live on ! Find out more
UG icon

United-Guardian
UG

33 hedge funds and large institutions have $17.6M invested in United-Guardian in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0.03% more ownership

Funds ownership: 26.5% → 26.53% (+0.03%)

6% less funds holding

Funds holding: 35 → 33 (-2)

26% less capital invested

Capital invested by funds: $23.7M → $17.6M (-$6.06M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RB
Rodgers Brothers
Pennsylvania
+$376K
2
UBS Group
UBS Group
Switzerland
+$179K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$57K
4
Victory Capital Management
Victory Capital Management
Texas
+$16.5K
5
BlackRock
BlackRock
New York
+$11.5K

Top Sellers

Rank Fund Capital Flow
1
WQ
Wealth Quarterback
New Jersey
-$213K
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$147K
3
Renaissance Technologies
Renaissance Technologies
New York
-$91.1K
4
Morgan Stanley
Morgan Stanley
New York
-$75K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$64K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.86M -$91.1K -5,530 -2%
GI
2
GAMCO Investors
Connecticut
$2.14M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.72M +$57K +3,460 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.69M – – –
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.53M -$147K -8,933 -8%
TA
6
Teton Advisors
New York
$1.04M – – –
PL
7
Parthenon LLC
Kentucky
$1.03M – – –
RB
8
Rodgers Brothers
Pennsylvania
$843K +$376K +22,850 +64%
GF
9
Gabelli Funds
New York
$549K – – –
UCFA
10
United Capital Financial Advisors
Texas
$459K -$8.24K -500 -2%
NG
11
Northstar Group
New York
$385K +$9.88K +600 +2%
BlackRock
12
BlackRock
New York
$382K +$11.5K +699 +3%
BCM
13
Bridgeway Capital Management
Texas
$325K – – –
UBS Group
14
UBS Group
Switzerland
$251K +$179K +10,838 +166%
First Manhattan
15
First Manhattan
New York
$246K – – –
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$225K -$3.28K -199 -1%
ERIM
17
Eagle Ridge Investment Management
Connecticut
$191K +$10.2K +620 +5%
FIM
18
Frontier Investment Management
Texas
$159K – – –
Northern Trust
19
Northern Trust
Illinois
$149K +$544 +33 +0.3%
Morgan Stanley
20
Morgan Stanley
New York
$119K -$75K -4,553 -36%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$89K – – –
Deutsche Bank
22
Deutsche Bank
Germany
$55K -$52.7K -3,200 -46%
US Bancorp
23
US Bancorp
Minnesota
$43K – – –
Bank of America
24
Bank of America
North Carolina
$29K -$643 -39 -2%
ClearBridge Investments
25
ClearBridge Investments
New York
$29K – – –
1
2

UG Hedge Fund Activity: Q1 2020 in Review

33 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2020, worth a combined $17.6M — down 26% from $23.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UG and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Rodgers Brothers, adding an estimated $376K. The largest seller was Wealth Quarterback, cutting an estimated $213K.

  • 33 institutional investors held United-Guardian (UG) as of Q1 2020, down from 35 in Q4 2019.
  • Funds reported $17.6M of United-Guardian stock for Q1 2020, down 26% quarter-over-quarter.
  • 2 funds opened new United-Guardian positions in Q1 2020 and 4 closed out, a net change of -2 holders.
  • The largest United-Guardian buyer in Q1 2020 was Rodgers Brothers, an estimated $376K added.
  • The largest United-Guardian seller in Q1 2020 was Wealth Quarterback, an estimated $213K sold.

Based on aggregated 13F filings for Q1 2020.