United-Guardian
29 hedge funds and large institutions have $10.1M invested in United-Guardian in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.
1.64% more ownership
Funds ownership: 21.71% → 23.35% (+1.6%)
3% less capital invested
Capital invested by funds: $10.4M → $10.1M (-$307K)
6% less funds holding
Funds holding: 31 → 29 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$109K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$78.8K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$11.9K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.78K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$210K |
| 2 |
BlackRock
New York
|
-$193K |
| 3 |
Rockefeller Capital Management
New York
|
-$45K |
| 4 |
Neuberger Berman Group
New York
|
-$40.3K |
| 5 |
Renaissance Technologies
New York
|
-$23.8K |
UG Hedge Fund Activity: Q1 2023 in Review
29 of the 6,285 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2023, worth a combined $10.1M — down 3% from $10.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UG and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 6 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $109K. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $210K sold.
- 29 institutional investors held United-Guardian (UG) as of Q1 2023, down from 31 in Q4 2022.
- Funds reported $10.1M of United-Guardian stock for Q1 2023, down 3% quarter-over-quarter.
- 2 funds opened new United-Guardian positions in Q1 2023 and 3 closed out, a net change of -1 holder.
- The largest United-Guardian buyer in Q1 2023 was Citadel Advisors, an estimated $109K added.
- The largest United-Guardian seller in Q1 2023 was United Capital Financial Advisors, an estimated $210K sold.
Based on aggregated 13F filings for Q1 2023.