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United-Guardian
UG

28 hedge funds and large institutions have $26.2M invested in United-Guardian in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

40% more capital invested

Capital invested by funds: $18.6M → $26.2M (+$7.53M)

4% more funds holding

Funds holding: 27 → 28 (+1)

0.4% more ownership

Funds ownership: 24.69% → 25.09% (+0.4%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$696K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$185K
3
Morgan Stanley
Morgan Stanley
New York
+$33.8K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$31.6K
5
UBS Group
UBS Group
Switzerland
+$22.5K

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$186K
2
RB
Rodgers Brothers
Pennsylvania
-$140K
3
Renaissance Technologies
Renaissance Technologies
New York
-$104K
4
NG
Northstar Group
New York
-$70.9K
5
BCM
Bridgeway Capital Management
Texas
-$69.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$5.11M -$104K -5,600 -2%
GI
2
GAMCO Investors
Connecticut
$3.37M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.95M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.42M +$31.6K +1,694 +2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.12M +$696K +37,300 +67%
RB
6
Rodgers Brothers
Pennsylvania
$2.07M -$140K -7,500 -8%
PL
7
Parthenon LLC
Kentucky
$1.6M -$14.5K -779 -1%
TA
8
Teton Advisors
New York
$1.6M – – –
GF
9
Gabelli Funds
New York
$864K – – –
BlackRock
10
BlackRock
New York
$716K -$51.3K -2,750 -8%
NG
11
Northstar Group
New York
$501K -$70.9K -3,800 -15%
UCFA
12
United Capital Financial Advisors
Texas
$456K -$186K -10,000 -33%
UBS Group
13
UBS Group
Switzerland
$401K +$22.5K +1,207 +7%
First Manhattan
14
First Manhattan
New York
$387K – – –
HIMC
15
Heritage Investors Management Corp
Maryland
$316K – – –
BCM
16
Bridgeway Capital Management
Texas
$304K -$69.6K -3,734 -22%
HighTower Advisors
17
HighTower Advisors
Illinois
$248K – – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$223K +$185K +9,915 New
Morgan Stanley
19
Morgan Stanley
New York
$219K +$33.8K +1,812 +23%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$91K -$7.46K -400 -9%
US Bancorp
21
US Bancorp
Minnesota
$85K – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$26K +$7.93K +425 +61%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$25K – – –
Wells Fargo
24
Wells Fargo
California
$23K – – –
Fidelity Investments
25
Fidelity Investments
Massachusetts
$14K +$11.7K +630 New
1
2

UG Hedge Fund Activity: Q1 2022 in Review

28 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2022, worth a combined $26.2M — up 40% from $18.6M a quarter earlier.

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

The largest buyer was Neuberger Berman Group, adding an estimated $696K. The largest seller was United Capital Financial Advisors, cutting an estimated $186K.

  • 28 institutional investors held United-Guardian (UG) as of Q1 2022, up from 27 in Q4 2021.
  • Funds reported $26.2M of United-Guardian stock for Q1 2022, up 40% quarter-over-quarter.
  • 2 funds opened new United-Guardian positions in Q1 2022 and 1 closed out, a net change of +1 holder.
  • The largest United-Guardian buyer in Q1 2022 was Neuberger Berman Group, an estimated $696K added.
  • The largest United-Guardian seller in Q1 2022 was United Capital Financial Advisors, an estimated $186K sold.

Based on aggregated 13F filings for Q1 2022.