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United-Guardian
UG

26 hedge funds and large institutions have $8.41M invested in United-Guardian in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

1.28% less ownership

Funds ownership: 23.35% → 22.07% (-1.3%)

10% less funds holding

Funds holding: 29 → 26 (-3)

17% less capital invested

Capital invested by funds: $10.1M → $8.41M (-$1.68M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$51.4K
2
Wells Fargo
Wells Fargo
California
+$30.5K
3
UBS Group
UBS Group
Switzerland
+$25.9K
4
BlackRock
BlackRock
New York
+$7.18K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.4K

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$463K
2
HIMC
Heritage Investors Management Corp
Maryland
-$122K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$67.1K
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$44.3K
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.54M -$4.6K -500 -0.3%
GI
2
GAMCO Investors
Connecticut
$1.22M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.08M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$848K -$67.1K -7,295 -7%
RB
5
Rodgers Brothers
Pennsylvania
$760K -$3.68K -400 -0.4%
TA
6
Teton Advisors
New York
$575K – – –
PL
7
Parthenon LLC
Kentucky
$438K – – –
Neuberger Berman Group
8
Neuberger Berman Group
New York
$361K -$44.3K -4,820 -10%
GF
9
Gabelli Funds
New York
$314K – – –
UBS Group
10
UBS Group
Switzerland
$237K +$25.9K +2,823 +11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$195K +$4.4K +479 +2%
NG
12
Northstar Group
New York
$154K – – –
First Manhattan
13
First Manhattan
New York
$141K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$134K +$51.4K +5,596 +55%
BCM
15
Bridgeway Capital Management
Texas
$115K – – –
BlackRock
16
BlackRock
New York
$99.1K +$7.18K +781 +7%
HighTower Advisors
17
HighTower Advisors
Illinois
$94K – – –
Wells Fargo
18
Wells Fargo
California
$37.4K +$30.5K +3,322 +277%
US Bancorp
19
US Bancorp
Minnesota
$29.3K +$2.11K +230 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$10.4K +$552 +60 +5%
TRCT
21
Tower Research Capital (TRC)
New York
$10.1K -$2.36K -257 -17%
Morgan Stanley
22
Morgan Stanley
New York
$6.17K -$754 -82 -10%
IGWM
23
ICA Group Wealth Management
Colorado
$2.98K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K +$1.46K +159 +1,060%
HI
25
Harbour Investments
Wisconsin
$694 – – –
1
2

UG Hedge Fund Activity: Q2 2023 in Review

26 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2023, worth a combined $8.41M — down 17% from $10.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UG and 0 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Citadel Advisors, adding an estimated $51.4K. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $463K sold.

  • 26 institutional investors held United-Guardian (UG) as of Q2 2023, down from 29 in Q1 2023.
  • Funds reported $8.41M of United-Guardian stock for Q2 2023, down 17% quarter-over-quarter.
  • 0 funds opened new United-Guardian positions in Q2 2023 and 3 closed out, a net change of -3 holders.
  • The largest United-Guardian buyer in Q2 2023 was Citadel Advisors, an estimated $51.4K added.
  • The largest United-Guardian seller in Q2 2023 was Ameritas Advisory Services, an estimated $463K sold.

Based on aggregated 13F filings for Q2 2023.