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United-Guardian
UG

30 hedge funds and large institutions have $12.7M invested in United-Guardian in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 30 → 30 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.75% less ownership

Funds ownership: 26.15% → 24.4% (-1.8%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

29% less capital invested

Capital invested by funds: $18M → $12.7M (-$5.27M)

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RB
Rodgers Brothers
Pennsylvania
+$36.6K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.4K
3
Bank of America
Bank of America
North Carolina
+$8.46K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.04K
5
Osaic Holdings
Osaic Holdings
Arizona
+$366

Top Sellers

Rank Fund Capital Flow
1
EA
Ellsworth Advisors
Ohio
-$334K
2
EI
EAM Investors
California
-$314K
3
Renaissance Technologies
Renaissance Technologies
New York
-$311K
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$201K
5
UBS Group
UBS Group
Switzerland
-$83.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$2.33M -$311K -21,200 -9%
GI
2
GAMCO Investors
Connecticut
$1.68M -$4.4K -300 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.49M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.22M +$5.04K +344 +0.3%
RB
5
Rodgers Brothers
Pennsylvania
$1.05M +$36.6K +2,500 +3%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$928K -$201K -13,700 -14%
TA
7
Teton Advisors
New York
$801K – – –
PL
8
Parthenon LLC
Kentucky
$602K – – –
GF
9
Gabelli Funds
New York
$432K – – –
BlackRock
10
BlackRock
New York
$330K -$10.3K -705 -2%
UBS Group
11
UBS Group
Switzerland
$314K -$83.7K -5,713 -17%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$255K – – –
NG
13
Northstar Group
New York
$248K – – –
UCFA
14
United Capital Financial Advisors
Texas
$228K – – –
First Manhattan
15
First Manhattan
New York
$193K – – –
HIMC
16
Heritage Investors Management Corp
Maryland
$160K – – –
BCM
17
Bridgeway Capital Management
Texas
$153K – – –
HighTower Advisors
18
HighTower Advisors
Illinois
$124K – – –
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$79K +$23.4K +1,600 +30%
US Bancorp
20
US Bancorp
Minnesota
$38K – – –
Morgan Stanley
21
Morgan Stanley
New York
$22K -$2.48K -169 -8%
Osaic Holdings
22
Osaic Holdings
Arizona
$13K +$366 +25 +2%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$12K – – –
Wells Fargo
24
Wells Fargo
California
$11K +$15 +1 +0.1%
Bank of America
25
Bank of America
North Carolina
$7K +$8.46K +577 New
1
2

UG Hedge Fund Activity: Q3 2022 in Review

30 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2022, worth a combined $12.7M — down 29% from $18M a quarter earlier.

Fund positioning in UG was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 7 trimmed.

The largest buyer was Rodgers Brothers, adding an estimated $36.6K. The largest seller was Ellsworth Advisors, exiting entirely with an estimated $334K sold.

  • 30 institutional investors held United-Guardian (UG) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $12.7M of United-Guardian stock for Q3 2022, down 29% quarter-over-quarter.
  • 3 funds opened new United-Guardian positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest United-Guardian buyer in Q3 2022 was Rodgers Brothers, an estimated $36.6K added.
  • The largest United-Guardian seller in Q3 2022 was Ellsworth Advisors, an estimated $334K sold.

Based on aggregated 13F filings for Q3 2022.