We are live on ! Find out more
UG icon

United-Guardian
UG

32 hedge funds and large institutions have $10.4M invested in United-Guardian in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

7% more funds holding

Funds holding: 30 → 32 (+2)

0.35% less ownership

Funds ownership: 24.4% → 24.05% (-0.35%)

18% less capital invested

Capital invested by funds: $12.7M → $10.4M (-$2.32M)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
+$530K
2
TRCT
Tower Research Capital (TRC)
New York
+$11.9K
3
IGWM
ICA Group Wealth Management
Colorado
+$4.33K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.97K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$901

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$353K
2
Renaissance Technologies
Renaissance Technologies
New York
-$191K
3
UBS Group
UBS Group
Switzerland
-$109K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$31.7K
5
NG
Northstar Group
New York
-$16.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.98M -$191K -15,900 -8%
GI
2
GAMCO Investors
Connecticut
$1.54M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.37M +$1.97K +164 +0.1%
RB
4
Rodgers Brothers
Pennsylvania
$964K – – –
TA
5
Teton Advisors
New York
$727K -$10.8K -900 -1%
PL
6
Parthenon LLC
Kentucky
$553K – – –
Neuberger Berman Group
7
Neuberger Berman Group
New York
$546K -$353K -29,380 -36%
AAS
8
Ameritas Advisory Services
Nebraska
$458K +$530K +44,062 New
GF
9
Gabelli Funds
New York
$397K – – –
BlackRock
10
BlackRock
New York
$303K -$397 -33 -0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$233K -$769 -64 -0.3%
NG
12
Northstar Group
New York
$213K -$16.5K -1,375 -6%
UCFA
13
United Capital Financial Advisors
Texas
$210K – – –
UBS Group
14
UBS Group
Switzerland
$194K -$109K -9,033 -33%
First Manhattan
15
First Manhattan
New York
$178K – – –
BCM
16
Bridgeway Capital Management
Texas
$140K – – –
HIMC
17
Heritage Investors Management Corp
Maryland
$137K -$10.8K -900 -6%
HighTower Advisors
18
HighTower Advisors
Illinois
$114K – – –
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$45K -$31.7K -2,634 -38%
US Bancorp
20
US Bancorp
Minnesota
$34.6K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$12K +$601 +50 +4%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$11K -$721 -60 -5%
TRCT
23
Tower Research Capital (TRC)
New York
$11K +$11.9K +994 +2,312%
Wells Fargo
24
Wells Fargo
California
$10.6K – – –
Morgan Stanley
25
Morgan Stanley
New York
$10.1K -$12K -1,001 -51%
1
2

UG Hedge Fund Activity: Q4 2022 in Review

32 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2022, worth a combined $10.4M — down 18% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UG positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 12 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $530K. The largest seller was Neuberger Berman Group, cutting an estimated $353K.

  • 32 institutional investors held United-Guardian (UG) as of Q4 2022, up from 30 in Q3 2022.
  • Funds reported $10.4M of United-Guardian stock for Q4 2022, down 18% quarter-over-quarter.
  • 3 funds opened new United-Guardian positions in Q4 2022 and 1 closed out, a net change of +2 holders.
  • The largest United-Guardian buyer in Q4 2022 was Ameritas Advisory Services, an estimated $530K added.
  • The largest United-Guardian seller in Q4 2022 was Neuberger Berman Group, an estimated $353K sold.

Based on aggregated 13F filings for Q4 2022.