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United-Guardian
UG

29 hedge funds and large institutions have $18.3M invested in United-Guardian in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

2% more capital invested

Capital invested by funds: $17.9M → $18.3M (+$340K)

0.08% less ownership

Funds ownership: 26.37% → 26.29% (-0.08%)

6% less funds holding

Funds holding: 31 → 29 (-2)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RB
Rodgers Brothers
Pennsylvania
+$498K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$91.6K
3
Renaissance Technologies
Renaissance Technologies
New York
+$55.6K
4
BlackRock
BlackRock
New York
+$52.6K
5
APA
American Portfolios Advisors
New York
+$47.1K

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$387K
2
BCM
Bridgeway Capital Management
Texas
-$67.2K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$58.1K
4
ERIM
Eagle Ridge Investment Management
Connecticut
-$46.7K
5
Morgan Stanley
Morgan Stanley
New York
-$35.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.07M +$55.6K +3,723 +1%
GI
2
GAMCO Investors
Connecticut
$2.25M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.95M +$91.6K +6,133 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.7M -$58.1K -3,888 -3%
RB
5
Rodgers Brothers
Pennsylvania
$1.49M +$498K +33,300 +51%
PL
6
Parthenon LLC
Kentucky
$1.08M – – –
TA
7
Teton Advisors
New York
$1.07M -$26.7K -1,790 -2%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$1.05M -$387K -25,900 -27%
GF
9
Gabelli Funds
New York
$576K – – –
UCFA
10
United Capital Financial Advisors
Texas
$482K – – –
BlackRock
11
BlackRock
New York
$429K +$52.6K +3,521 +14%
NG
12
Northstar Group
New York
$404K – – –
BCM
13
Bridgeway Capital Management
Texas
$293K -$67.2K -4,500 -19%
First Manhattan
14
First Manhattan
New York
$258K – – –
UBS Group
15
UBS Group
Switzerland
$256K +$6.38K +427 +3%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$233K – – –
HIMC
17
Heritage Investors Management Corp
Maryland
$225K +$7.47K +500 +3%
ERIM
18
Eagle Ridge Investment Management
Connecticut
$159K -$46.7K -3,125 -23%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$94K – – –
Morgan Stanley
20
Morgan Stanley
New York
$70K -$35.9K -2,401 -34%
APA
21
American Portfolios Advisors
New York
$47.7K +$47.1K +3,150 New
US Bancorp
22
US Bancorp
Minnesota
$45K – – –
Wells Fargo
23
Wells Fargo
California
$20K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$12K +$1.17K +78 +11%
Osaic Holdings
25
Osaic Holdings
Arizona
$6K +$4.41K +295 +295%
1
2

UG Hedge Fund Activity: Q3 2020 in Review

29 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2020, worth a combined $18.3M — up 1.9% from $17.9M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of UG and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.

The largest buyer was Rodgers Brothers, adding an estimated $498K. The largest seller was Neuberger Berman Group, cutting an estimated $387K.

  • 29 institutional investors held United-Guardian (UG) as of Q3 2020, down from 31 in Q2 2020.
  • Funds reported $18.3M of United-Guardian stock for Q3 2020, up 1.9% quarter-over-quarter.
  • 1 fund opened new United-Guardian positions in Q3 2020 and 2 closed out, a net change of -1 holder.
  • The largest United-Guardian buyer in Q3 2020 was Rodgers Brothers, an estimated $498K added.
  • The largest United-Guardian seller in Q3 2020 was Neuberger Berman Group, an estimated $387K sold.

Based on aggregated 13F filings for Q3 2020.