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United-Guardian
UG

29 hedge funds and large institutions have $18.1M invested in United-Guardian in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4% more funds holding

Funds holding: 28 → 29 (+1)

3% more capital invested

Capital invested by funds: $17.5M → $18.1M (+$548K)

0.59% less ownership

Funds ownership: 26.56% → 25.97% (-0.59%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
+$144K
2
RB
Rodgers Brothers
Pennsylvania
+$35.9K
3
BlackRock
BlackRock
New York
+$31.2K
4
TA
Teton Advisors
New York
+$7.18K
5
WCM
Wealthcare Capital Management
Virginia
+$5.35K

Top Sellers

Rank Fund Capital Flow
1
AFM
Anson Funds Management
Texas
-$303K
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$126K
3
Renaissance Technologies
Renaissance Technologies
New York
-$84.1K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$56.7K
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$16.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.97M -$84.1K -5,860 -2%
GI
2
GAMCO Investors
Connecticut
$2.25M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.95M – – –
RB
4
Rodgers Brothers
Pennsylvania
$1.73M +$35.9K +2,500 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.67M -$4.15K -289 -0.3%
PL
6
Parthenon LLC
Kentucky
$1.08M – – –
TA
7
Teton Advisors
New York
$1.07M +$7.18K +500 +0.7%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$709K -$126K -8,800 -16%
GF
9
Gabelli Funds
New York
$576K – – –
BlackRock
10
BlackRock
New York
$486K +$31.2K +2,171 +7%
UCFA
11
United Capital Financial Advisors
Texas
$456K – – –
BCM
12
Bridgeway Capital Management
Texas
$447K +$144K +10,000 +51%
NG
13
Northstar Group
New York
$390K – – –
First Manhattan
14
First Manhattan
New York
$258K – – –
UBS Group
15
UBS Group
Switzerland
$237K -$12.9K -901 -5%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$218K -$16.3K -1,135 -7%
HIMC
17
Heritage Investors Management Corp
Maryland
$211K – – –
HighTower Advisors
18
HighTower Advisors
Illinois
$166K -$258 -18 -0.2%
Morgan Stanley
19
Morgan Stanley
New York
$73K +$301 +21 +0.4%
US Bancorp
20
US Bancorp
Minnesota
$45K – – –
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$26K -$56.7K -3,949 -69%
Wells Fargo
22
Wells Fargo
California
$15K +$14 +1 +0.1%
SWP
23
ShoreHaven Wealth Partners
New Jersey
$7K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$6K – – –
WCM
25
Wealthcare Capital Management
Virginia
$6K +$5.35K +373 New
1
2

UG Hedge Fund Activity: Q1 2021 in Review

29 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2021, worth a combined $18.1M — up 3.1% from $17.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UG positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Bridgeway Capital Management, adding an estimated $144K. The largest seller was Anson Funds Management, exiting entirely with an estimated $303K sold.

  • 29 institutional investors held United-Guardian (UG) as of Q1 2021, up from 28 in Q4 2020.
  • Funds reported $18.1M of United-Guardian stock for Q1 2021, up 3.1% quarter-over-quarter.
  • 3 funds opened new United-Guardian positions in Q1 2021 and 2 closed out, a net change of +1 holder.
  • The largest United-Guardian buyer in Q1 2021 was Bridgeway Capital Management, an estimated $144K added.
  • The largest United-Guardian seller in Q1 2021 was Anson Funds Management, an estimated $303K sold.

Based on aggregated 13F filings for Q1 2021.