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United-Guardian
UG

29 hedge funds and large institutions have $10.1M invested in United-Guardian in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% less ownership

Funds ownership: 24.05% → 23.35% (-0.7%)

3% less capital invested

Capital invested by funds: $10.4M → $10.1M (-$308K)

9% less funds holding

Funds holding: 32 → 29 (-3)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$109K
2
UBS Group
UBS Group
Switzerland
+$78.8K
3
AAS
Ameritas Advisory Services
Nebraska
+$11.9K
4
TRCT
Tower Research Capital (TRC)
New York
+$4.78K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.16K

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$210K
2
BlackRock
BlackRock
New York
-$193K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$45K
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$40.3K
5
Renaissance Technologies
Renaissance Technologies
New York
-$23.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.76M -$23.8K -2,200 -1%
GI
2
GAMCO Investors
Connecticut
$1.39M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.23M +$2.16K +200 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$992K -$5.04K -466 -0.4%
RB
5
Rodgers Brothers
Pennsylvania
$868K – – –
TA
6
Teton Advisors
New York
$654K – – –
PL
7
Parthenon LLC
Kentucky
$498K – – –
AAS
8
Ameritas Advisory Services
Nebraska
$463K +$11.9K +1,103 +3%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$456K -$40.3K -3,730 -7%
GF
10
Gabelli Funds
New York
$357K – – –
UBS Group
11
UBS Group
Switzerland
$243K +$78.8K +7,289 +39%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$209K +$11 +1 +0%
NG
13
Northstar Group
New York
$175K -$19.5K -1,801 -9%
First Manhattan
14
First Manhattan
New York
$160K – – –
BCM
15
Bridgeway Capital Management
Texas
$125K – – –
HIMC
16
Heritage Investors Management Corp
Maryland
$122K -$432 -40 -0.3%
BlackRock
17
BlackRock
New York
$105K -$193K -17,824 -61%
HighTower Advisors
18
HighTower Advisors
Illinois
$102K – – –
Citadel Advisors
19
Citadel Advisors
Florida
$93.8K +$109K +10,098 New
US Bancorp
20
US Bancorp
Minnesota
$31.2K – – –
TRCT
21
Tower Research Capital (TRC)
New York
$14K +$4.78K +442 +43%
Wells Fargo
22
Wells Fargo
California
$11.3K +$1.94K +179 +18%
Osaic Holdings
23
Osaic Holdings
Arizona
$11.2K – – –
Morgan Stanley
24
Morgan Stanley
New York
$7.79K -$1.51K -140 -14%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$4K -$6.14K -568 -54%
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UG Hedge Fund Activity: Q1 2023 in Review

29 of the 6,277 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 1 opened new positions — a net loss of 2 holders — while 10 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 32 in Q4 2022.
  • Funds reported $10.1M of United-Guardian stock for Q1 2023, down 3% quarter-over-quarter.
  • 1 fund opened new United-Guardian positions in Q1 2023 and 3 closed out, a net change of -2 holders.
  • 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.