We are live on ! Find out more
UG icon

United-Guardian
UG

28 hedge funds and large institutions have $16.5M invested in United-Guardian in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 28 → 28 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.7% less ownership

Funds ownership: 25.96% → 25.26% (-0.7%)

8% less capital invested

Capital invested by funds: $17.9M → $16.5M (-$1.42M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.6K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14K
3
TRCT
Tower Research Capital (TRC)
New York
+$11.7K
4
AF
Allworth Financial
California
+$4.57K
5
WQ
Wealth Quarterback
New Jersey
+$15

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$165K
2
Renaissance Technologies
Renaissance Technologies
New York
-$139K
3
BCM
Bridgeway Capital Management
Texas
-$128K
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$54.6K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.5M -$139K -9,100 -4%
GI
2
GAMCO Investors
Connecticut
$2.11M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.85M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.55M -$22.2K -1,456 -1%
RB
5
Rodgers Brothers
Pennsylvania
$1.52M – – –
PL
6
Parthenon LLC
Kentucky
$1.01M – – –
TA
7
Teton Advisors
New York
$1M – – –
Neuberger Berman Group
8
Neuberger Berman Group
New York
$803K -$54.6K -3,590 -6%
GF
9
Gabelli Funds
New York
$540K – – –
BlackRock
10
BlackRock
New York
$483K -$12.2K -799 -2%
UCFA
11
United Capital Financial Advisors
Texas
$427K – – –
NG
12
Northstar Group
New York
$365K – – –
BCM
13
Bridgeway Capital Management
Texas
$249K -$128K -8,418 -32%
First Manhattan
14
First Manhattan
New York
$242K – – –
UBS Group
15
UBS Group
Switzerland
$220K -$9.62K -632 -4%
HIMC
16
Heritage Investors Management Corp
Maryland
$197K – – –
HighTower Advisors
17
HighTower Advisors
Illinois
$156K – – –
Morgan Stanley
18
Morgan Stanley
New York
$105K +$17.6K +1,158 +19%
US Bancorp
19
US Bancorp
Minnesota
$53K – – –
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$15K -$5.3K -348 -24%
Wells Fargo
21
Wells Fargo
California
$14K -$15 -1 -0.1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14K +$14K +921 +1,166%
WQ
23
Wealth Quarterback
New Jersey
$12K +$15 +1 +0.1%
TRCT
24
Tower Research Capital (TRC)
New York
$12K +$11.7K +770 +770%
Osaic Holdings
25
Osaic Holdings
Arizona
$10K – – –
1
2

UG Hedge Fund Activity: Q3 2021 in Review

28 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2021, worth a combined $16.5M — down 8% from $17.9M a quarter earlier.

Fund positioning in UG was balanced in Q3 2021: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.6K. The largest seller was Raymond James & Associates, exiting entirely with an estimated $165K sold.

  • 28 institutional investors held United-Guardian (UG) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $16.5M of United-Guardian stock for Q3 2021, down 8% quarter-over-quarter.
  • 1 fund opened new United-Guardian positions in Q3 2021 and 1 closed out, a net change of 0 holders.
  • The largest United-Guardian buyer in Q3 2021 was Morgan Stanley, an estimated $17.6K added.
  • The largest United-Guardian seller in Q3 2021 was Raymond James & Associates, an estimated $165K sold.

Based on aggregated 13F filings for Q3 2021.