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United-Guardian
UG

30 hedge funds and large institutions have $18M invested in United-Guardian in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

7% more funds holding

Funds holding: 28 → 30 (+2)

1.06% more ownership

Funds ownership: 25.09% → 26.15% (+1.1%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

31% less capital invested

Capital invested by funds: $26.2M → $18M (-$8.17M)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EA
Ellsworth Advisors
Ohio
+$441K
2
EI
EAM Investors
California
+$415K
3
UBS Group
UBS Group
Switzerland
+$310K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$249K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$107K

Top Sellers

Rank Fund Capital Flow
1
PL
Parthenon LLC
Kentucky
-$346K
2
Morgan Stanley
Morgan Stanley
New York
-$148K
3
HIM
Hillsdale Investment Management
Ontario, Canada
-$91K
4
BlackRock
BlackRock
New York
-$33.4K
5
RB
Rodgers Brothers
Pennsylvania
-$19.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.4M +$41.6K +2,100 +0.9%
GI
2
GAMCO Investors
Connecticut
$2.22M -$9.9K -500 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.96M +$20.7K +1,047 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.6M -$7.92K -400 -0.4%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.43M +$39.7K +2,005 +2%
RB
6
Rodgers Brothers
Pennsylvania
$1.35M -$19.8K -1,000 -1%
TA
7
Teton Advisors
New York
$1.06M – – –
PL
8
Parthenon LLC
Kentucky
$795K -$346K -17,486 -25%
GF
9
Gabelli Funds
New York
$570K – – –
UBS Group
10
UBS Group
Switzerland
$499K +$310K +15,634 +89%
BlackRock
11
BlackRock
New York
$446K -$33.4K -1,688 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$337K +$249K +12,599 +127%
EA
13
Ellsworth Advisors
Ohio
$334K +$441K +22,259 New
NG
14
Northstar Group
New York
$327K -$4.26K -215 -1%
EI
15
EAM Investors
California
$314K +$415K +20,939 New
UCFA
16
United Capital Financial Advisors
Texas
$301K – – –
First Manhattan
17
First Manhattan
New York
$255K – – –
HIMC
18
Heritage Investors Management Corp
Maryland
$211K +$4.16K +210 +2%
BCM
19
Bridgeway Capital Management
Texas
$202K – – –
HighTower Advisors
20
HighTower Advisors
Illinois
$164K – – –
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$80K +$107K +5,401 New
US Bancorp
22
US Bancorp
Minnesota
$50K -$7.92K -400 -11%
Morgan Stanley
23
Morgan Stanley
New York
$32K -$148K -7,497 -78%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$17K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$16K – – –
1
2

UG Hedge Fund Activity: Q2 2022 in Review

30 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2022, worth a combined $18M — down 31% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UG positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Ellsworth Advisors, opening a new position worth an estimated $441K. The largest seller was Parthenon LLC, cutting an estimated $346K.

  • 30 institutional investors held United-Guardian (UG) as of Q2 2022, up from 28 in Q1 2022.
  • Funds reported $18M of United-Guardian stock for Q2 2022, down 31% quarter-over-quarter.
  • 4 funds opened new United-Guardian positions in Q2 2022 and 2 closed out, a net change of +2 holders.
  • The largest United-Guardian buyer in Q2 2022 was Ellsworth Advisors, an estimated $441K added.
  • The largest United-Guardian seller in Q2 2022 was Parthenon LLC, an estimated $346K sold.

Based on aggregated 13F filings for Q2 2022.