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United-Guardian
UG

31 hedge funds and large institutions have $17.9M invested in United-Guardian in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $17.6M → $17.9M (+$327K)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.16% less ownership

Funds ownership: 26.53% → 26.37% (-0.16%)

6% less funds holding

Funds holding: 33 → 31 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIMC
Heritage Investors Management Corp
Maryland
+$217K
2
RB
Rodgers Brothers
Pennsylvania
+$97.2K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$58K
4
BCM
Bridgeway Capital Management
Texas
+$22.4K
5
TRCT
Tower Research Capital (TRC)
New York
+$10.8K

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$156K
2
Northern Trust
Northern Trust
Illinois
-$149K
3
Deutsche Bank
Deutsche Bank
Germany
-$55K
4
Renaissance Technologies
Renaissance Technologies
New York
-$39.9K
5
Bank of America
Bank of America
North Carolina
-$29K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.92M -$39.9K -2,670 -1%
GI
2
GAMCO Investors
Connecticut
$2.2M +$7.47K +500 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.82M +$58K +3,881 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.73M – – –
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.41M -$156K -10,450 -10%
TA
6
Teton Advisors
New York
$1.07M – – –
PL
7
Parthenon LLC
Kentucky
$1.06M – – –
RB
8
Rodgers Brothers
Pennsylvania
$960K +$97.2K +6,500 +11%
GF
9
Gabelli Funds
New York
$563K – – –
UCFA
10
United Capital Financial Advisors
Texas
$471K – – –
NG
11
Northstar Group
New York
$394K -$942 -63 -0.2%
BlackRock
12
BlackRock
New York
$368K -$24.9K -1,667 -6%
BCM
13
Bridgeway Capital Management
Texas
$355K +$22.4K +1,500 +7%
First Manhattan
14
First Manhattan
New York
$252K – – –
UBS Group
15
UBS Group
Switzerland
$245K -$12.6K -845 -5%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$230K – – –
HIMC
17
Heritage Investors Management Corp
Maryland
$215K +$217K +14,520 New
ERIM
18
Eagle Ridge Investment Management
Connecticut
$201K +$5.98K +400 +3%
FIM
19
Frontier Investment Management
Texas
$163K – – –
Morgan Stanley
20
Morgan Stanley
New York
$104K -$18.3K -1,224 -15%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$92K – – –
US Bancorp
22
US Bancorp
Minnesota
$44K – – –
ClearBridge Investments
23
ClearBridge Investments
New York
$30K – – –
Wells Fargo
24
Wells Fargo
California
$19K -$4.08K -273 -17%
TRCT
25
Tower Research Capital (TRC)
New York
$11K +$10.8K +722 New
1
2

UG Hedge Fund Activity: Q2 2020 in Review

31 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2020, worth a combined $17.9M — up 1.9% from $17.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UG and 5 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Heritage Investors Management Corp, opening a new position worth an estimated $217K. The largest seller was Neuberger Berman Group, cutting an estimated $156K.

  • 31 institutional investors held United-Guardian (UG) as of Q2 2020, down from 33 in Q1 2020.
  • Funds reported $17.9M of United-Guardian stock for Q2 2020, up 1.9% quarter-over-quarter.
  • 5 funds opened new United-Guardian positions in Q2 2020 and 7 closed out, a net change of -2 holders.
  • The largest United-Guardian buyer in Q2 2020 was Heritage Investors Management Corp, an estimated $217K added.
  • The largest United-Guardian seller in Q2 2020 was Neuberger Berman Group, an estimated $156K sold.

Based on aggregated 13F filings for Q2 2020.