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United-Guardian
UG

27 hedge funds and large institutions have $18.6M invested in United-Guardian in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $16.5M → $18.6M (+$2.17M)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.57% less ownership

Funds ownership: 25.26% → 24.69% (-0.57%)

4% less funds holding

Funds holding: 28 → 27 (-1)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
+$66.3K
2
UBS Group
UBS Group
Switzerland
+$14K
3
Morgan Stanley
Morgan Stanley
New York
+$6.2K
4
BlackRock
BlackRock
New York
+$3.29K
5
NG
Northstar Group
New York
+$2.79K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$246K
2
RB
Rodgers Brothers
Pennsylvania
-$132K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$54.3K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14K
5
TRCT
Tower Research Capital (TRC)
New York
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.79M -$246K -16,300 -7%
GI
2
GAMCO Investors
Connecticut
$2.44M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.14M -$2.71K -180 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.73M -$54.3K -3,604 -3%
RB
5
Rodgers Brothers
Pennsylvania
$1.62M -$132K -8,750 -8%
PL
6
Parthenon LLC
Kentucky
$1.17M – – –
TA
7
Teton Advisors
New York
$1.16M – – –
Neuberger Berman Group
8
Neuberger Berman Group
New York
$921K -$7.54K -500 -0.9%
GF
9
Gabelli Funds
New York
$625K – – –
BlackRock
10
BlackRock
New York
$563K +$3.29K +218 +0.6%
UCFA
11
United Capital Financial Advisors
Texas
$495K – – –
NG
12
Northstar Group
New York
$425K +$2.79K +185 +0.7%
BCM
13
Bridgeway Capital Management
Texas
$282K -$5.76K -382 -2%
First Manhattan
14
First Manhattan
New York
$280K – – –
UBS Group
15
UBS Group
Switzerland
$271K +$14K +928 +6%
HIMC
16
Heritage Investors Management Corp
Maryland
$228K – – –
HighTower Advisors
17
HighTower Advisors
Illinois
$180K – – –
Morgan Stanley
18
Morgan Stanley
New York
$129K +$6.2K +411 +6%
HIM
19
Hillsdale Investment Management
Ontario, Canada
$72K +$66.3K +4,400 New
US Bancorp
20
US Bancorp
Minnesota
$61K – – –
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$18K – – –
Wells Fargo
22
Wells Fargo
California
$16K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$11K – – –
SBL
24
Sargent Bickham Lagudis
Colorado
$3K +$121 +8 +4%
TRCT
25
Tower Research Capital (TRC)
New York
$2K -$11K -730 -84%
1
2

UG Hedge Fund Activity: Q4 2021 in Review

27 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2021, worth a combined $18.6M — up 13% from $16.5M a quarter earlier.

Fund positioning in UG was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $66.3K. The largest seller was Renaissance Technologies, cutting an estimated $246K.

  • 27 institutional investors held United-Guardian (UG) as of Q4 2021, down from 28 in Q3 2021.
  • Funds reported $18.6M of United-Guardian stock for Q4 2021, up 13% quarter-over-quarter.
  • 2 funds opened new United-Guardian positions in Q4 2021 and 2 closed out, a net change of 0 holders.
  • The largest United-Guardian buyer in Q4 2021 was Hillsdale Investment Management, an estimated $66.3K added.
  • The largest United-Guardian seller in Q4 2021 was Renaissance Technologies, an estimated $246K sold.

Based on aggregated 13F filings for Q4 2021.