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United-Guardian
UG

33 hedge funds and large institutions have $9.87M invested in United-Guardian in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more funds holding

Funds holding: 31 → 33 (+2)

0.53% more ownership

Funds ownership: 21.91% → 22.44% (+0.53%)

38% less capital invested

Capital invested by funds: $16M → $9.87M (-$6.09M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$230K
2
HBCM
Heron Bay Capital Management
Michigan
+$160K
3
Citadel Advisors
Citadel Advisors
Florida
+$131K
4
Northern Trust
Northern Trust
Illinois
+$120K
5
Renaissance Technologies
Renaissance Technologies
New York
+$89.6K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$179K
2
NG
Northstar Group
New York
-$168K
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$126K
4
UBS Group
UBS Group
Switzerland
-$34.8K
5
RB
Rodgers Brothers
Pennsylvania
-$28.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.82M +$89.6K +7,800 +4%
GI
2
GAMCO Investors
Connecticut
$1.52M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.33M – – –
RB
4
Rodgers Brothers
Pennsylvania
$912K -$28.7K -2,500 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$724K -$25.7K -2,236 -3%
TA
6
Teton Advisors
New York
$518K -$6.89K -600 -1%
PL
7
Parthenon LLC
Kentucky
$496K – – –
GF
8
Gabelli Funds
New York
$363K – – –
Neuberger Berman Group
9
Neuberger Berman Group
New York
$356K -$126K -10,972 -23%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$302K +$33.6K +2,929 +10%
Northern Trust
11
Northern Trust
Illinois
$244K +$120K +10,466 +69%
UBS Group
12
UBS Group
Switzerland
$209K -$34.8K -3,028 -12%
UCFA
13
United Capital Financial Advisors
Texas
$192K +$230K +20,070 New
First Manhattan
14
First Manhattan
New York
$163K – – –
HBCM
15
Heron Bay Capital Management
Michigan
$135K +$160K +13,966 New
BCM
16
Bridgeway Capital Management
Texas
$130K – – –
BlackRock
17
BlackRock
New York
$113K +$792 +69 +0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$110K +$131K +11,373 New
HighTower Advisors
19
HighTower Advisors
Illinois
$106K – – –
EIM
20
Essex Investment Management
Massachusetts
$67.9K -$9.43K -821 -10%
Wells Fargo
21
Wells Fargo
California
$43K – – –
HIM
22
Hillsdale Investment Management
Ontario, Canada
$16.4K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$4.44K +$2.26K +197 +74%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.87K – – –
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.52K – – –
1
2

UG Hedge Fund Activity: Q4 2024 in Review

33 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2024, worth a combined $9.87M — down 38% from $16M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UG positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $230K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $179K sold.

  • 33 institutional investors held United-Guardian (UG) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $9.87M of United-Guardian stock for Q4 2024, down 38% quarter-over-quarter.
  • 4 funds opened new United-Guardian positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest United-Guardian buyer in Q4 2024 was United Capital Financial Advisors, an estimated $230K added.
  • The largest United-Guardian seller in Q4 2024 was Susquehanna International Group, an estimated $179K sold.

Based on aggregated 13F filings for Q4 2024.