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United-Guardian
UG

28 hedge funds and large institutions have $17.9M invested in United-Guardian in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

0% less ownership

Funds ownership: 25.97% → 25.96% (-0%)

1% less capital invested

Capital invested by funds: $18.1M → $17.9M (-$170K)

3% less funds holding

Funds holding: 29 → 28 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$206K
2
RJA
Raymond James & Associates
Florida
+$170K
3
BlackRock
BlackRock
New York
+$41.6K
4
Morgan Stanley
Morgan Stanley
New York
+$22.6K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$19.1K

Top Sellers

Rank Fund Capital Flow
1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$218K
2
RB
Rodgers Brothers
Pennsylvania
-$112K
3
Renaissance Technologies
Renaissance Technologies
New York
-$102K
4
BCM
Bridgeway Capital Management
Texas
-$54.1K
5
SWP
ShoreHaven Wealth Partners
New Jersey
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.84M -$102K -6,600 -3%
GI
2
GAMCO Investors
Connecticut
$2.23M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.95M +$19.1K +1,235 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.66M +$12.4K +800 +0.7%
RB
5
Rodgers Brothers
Pennsylvania
$1.61M -$112K -7,250 -6%
PL
6
Parthenon LLC
Kentucky
$1.07M – – –
TA
7
Teton Advisors
New York
$1.06M – – –
Neuberger Berman Group
8
Neuberger Berman Group
New York
$903K +$206K +13,350 +29%
GF
9
Gabelli Funds
New York
$570K – – –
BlackRock
10
BlackRock
New York
$522K +$41.6K +2,691 +8%
UCFA
11
United Capital Financial Advisors
Texas
$451K – – –
BCM
12
Bridgeway Capital Management
Texas
$390K -$54.1K -3,500 -12%
NG
13
Northstar Group
New York
$385K -$1.76K -114 -0.4%
First Manhattan
14
First Manhattan
New York
$256K – – –
UBS Group
15
UBS Group
Switzerland
$242K +$8.25K +534 +3%
HIMC
16
Heritage Investors Management Corp
Maryland
$208K – – –
RJA
17
Raymond James & Associates
Florida
$165K +$170K +11,000 New
HighTower Advisors
18
HighTower Advisors
Illinois
$164K – – –
Morgan Stanley
19
Morgan Stanley
New York
$94K +$22.6K +1,463 +31%
US Bancorp
20
US Bancorp
Minnesota
$56K +$11.7K +760 +26%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$22K -$4.34K -281 -16%
Wells Fargo
22
Wells Fargo
California
$15K – – –
WQ
23
Wealth Quarterback
New Jersey
$13K +$12.5K +807 New
Osaic Holdings
24
Osaic Holdings
Arizona
$11K +$4.64K +300 +76%
SBL
25
Sargent Bickham Lagudis
Colorado
$3K +$93 +6 +3%
1
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UG Hedge Fund Activity: Q2 2021 in Review

28 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2021, worth a combined $17.9M — down 0.94% from $18.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UG and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.

The largest buyer was Neuberger Berman Group, adding an estimated $206K. The largest seller was California Public Employees Retirement System, exiting entirely with an estimated $218K sold.

  • 28 institutional investors held United-Guardian (UG) as of Q2 2021, down from 29 in Q1 2021.
  • Funds reported $17.9M of United-Guardian stock for Q2 2021, down 0.94% quarter-over-quarter.
  • 3 funds opened new United-Guardian positions in Q2 2021 and 4 closed out, a net change of -1 holder.
  • The largest United-Guardian buyer in Q2 2021 was Neuberger Berman Group, an estimated $206K added.
  • The largest United-Guardian seller in Q2 2021 was California Public Employees Retirement System, an estimated $218K sold.

Based on aggregated 13F filings for Q2 2021.