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United-Guardian
UG

30 hedge funds and large institutions have $9.32M invested in United-Guardian in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

14% more capital invested

Capital invested by funds: $8.19M → $9.32M (+$1.13M)

3% more funds holding

Funds holding: 29 → 30 (+1)

0.56% less ownership

Funds ownership: 23.27% → 22.71% (-0.56%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
+$30K
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.2K
3
RB
Rodgers Brothers
Pennsylvania
+$23.8K
4
Renaissance Technologies
Renaissance Technologies
New York
+$18K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$10.8K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$134K
2
Citadel Advisors
Citadel Advisors
Florida
-$83K
3
UBS Group
UBS Group
Switzerland
-$42.5K
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$27.6K
5
TA
Teton Advisors
New York
-$21.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.68M +$18K +2,100 +1%
GI
2
GAMCO Investors
Connecticut
$1.43M +$30K +3,500 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.19M – – –
RB
4
Rodgers Brothers
Pennsylvania
$920K +$23.8K +2,777 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$690K -$2.91K -340 -0.4%
TA
6
Teton Advisors
New York
$583K -$21.4K -2,500 -4%
PL
7
Parthenon LLC
Kentucky
$474K – – –
Neuberger Berman Group
8
Neuberger Berman Group
New York
$431K -$27.6K -3,220 -6%
GF
9
Gabelli Funds
New York
$340K – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$288K -$134K -15,690 -33%
UBS Group
11
UBS Group
Switzerland
$272K -$42.5K -4,960 -14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$234K +$10.8K +1,265 +5%
First Manhattan
13
First Manhattan
New York
$153K – – –
Northern Trust
14
Northern Trust
Illinois
$139K -$7.28K -850 -5%
BCM
15
Bridgeway Capital Management
Texas
$120K – – –
BlackRock
16
BlackRock
New York
$104K +$4.39K +512 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$98K – – –
NG
18
Northstar Group
New York
$93.9K – – –
Wells Fargo
19
Wells Fargo
California
$40.2K -$206 -24 -0.5%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$26.3K +$25.2K +2,939 New
TRCT
21
Tower Research Capital (TRC)
New York
$9.27K -$1.12K -131 -11%
Morgan Stanley
22
Morgan Stanley
New York
$4.95K -$26 -3 -0.5%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.68K – – –
PS
24
Principal Securities
Iowa
$1.22K -$428 -50 -27%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K +$111 +13 +25%
1
2

UG Hedge Fund Activity: Q2 2024 in Review

30 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2024, worth a combined $9.32M — up 14% from $8.19M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UG positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 10 trimmed.

The largest buyer was GAMCO Investors, adding an estimated $30K. The largest seller was Susquehanna International Group, cutting an estimated $134K.

  • 30 institutional investors held United-Guardian (UG) as of Q2 2024, up from 29 in Q1 2024.
  • Funds reported $9.32M of United-Guardian stock for Q2 2024, up 14% quarter-over-quarter.
  • 3 funds opened new United-Guardian positions in Q2 2024 and 2 closed out, a net change of +1 holder.
  • The largest United-Guardian buyer in Q2 2024 was GAMCO Investors, an estimated $30K added.
  • The largest United-Guardian seller in Q2 2024 was Susquehanna International Group, an estimated $134K sold.

Based on aggregated 13F filings for Q2 2024.