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United-Guardian
UG

29 hedge funds and large institutions have $8.19M invested in United-Guardian in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $7.66M → $8.19M (+$525K)

0.09% more ownership

Funds ownership: 23.18% → 23.27% (+0.09%)

0% more funds holding

Funds holding: 29 → 29 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$299K
2
Citadel Advisors
Citadel Advisors
Florida
+$86K
3
RB
Rodgers Brothers
Pennsylvania
+$38K
4
UBS Group
UBS Group
Switzerland
+$23.6K
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.6K

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$255K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$60.6K
3
Northern Trust
Northern Trust
Illinois
-$36.8K
4
NG
Northstar Group
New York
-$25.4K
5
Morgan Stanley
Morgan Stanley
New York
-$11.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.42M +$13.6K +1,700 +0.9%
GI
2
GAMCO Investors
Connecticut
$1.19M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.02M – – –
RB
4
Rodgers Brothers
Pennsylvania
$766K +$38K +4,750 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$600K -$60.6K -7,572 -9%
TA
6
Teton Advisors
New York
$518K – – –
PL
7
Parthenon LLC
Kentucky
$406K – – –
Neuberger Berman Group
8
Neuberger Berman Group
New York
$394K -$8.2K -1,024 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$371K +$299K +37,341 +352%
GF
10
Gabelli Funds
New York
$291K – – –
UBS Group
11
UBS Group
Switzerland
$270K +$23.6K +2,942 +9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$193K +$4.66K +582 +2%
First Manhattan
13
First Manhattan
New York
$131K – – –
Northern Trust
14
Northern Trust
Illinois
$125K -$36.8K -4,601 -22%
BCM
15
Bridgeway Capital Management
Texas
$104K – – –
HighTower Advisors
16
HighTower Advisors
Illinois
$86K – – –
BlackRock
17
BlackRock
New York
$85.5K -$2.98K -372 -3%
Citadel Advisors
18
Citadel Advisors
Florida
$83K +$86K +10,736 New
NG
19
Northstar Group
New York
$80.5K -$25.4K -3,168 -23%
Wells Fargo
20
Wells Fargo
California
$34.6K +$8 +1 +0%
TRCT
21
Tower Research Capital (TRC)
New York
$8.94K +$1.42K +177 +18%
Morgan Stanley
22
Morgan Stanley
New York
$4.25K -$11.9K -1,492 -73%
IGWM
23
ICA Group Wealth Management
Colorado
$2.75K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$2.29K -$3.16K -395 -57%
PS
25
Principal Securities
Iowa
$1.42K – – –
1
2

UG Hedge Fund Activity: Q1 2024 in Review

29 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2024, worth a combined $8.19M — up 6.9% from $7.66M a quarter earlier.

Fund positioning in UG was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 8 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $299K. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $255K sold.

  • 29 institutional investors held United-Guardian (UG) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $8.19M of United-Guardian stock for Q1 2024, up 6.9% quarter-over-quarter.
  • 1 fund opened new United-Guardian positions in Q1 2024 and 1 closed out, a net change of 0 holders.
  • The largest United-Guardian buyer in Q1 2024 was Susquehanna International Group, an estimated $299K added.
  • The largest United-Guardian seller in Q1 2024 was Ameritas Advisory Services, an estimated $255K sold.

Based on aggregated 13F filings for Q1 2024.