We are live on ! Find out more
UG icon

United-Guardian
UG

32 hedge funds and large institutions have $8.28M invested in United-Guardian in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 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

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

3% more funds holding

Funds holding: 31 → 32 (+1)

0.11% more ownership

Funds ownership: 22.45% → 22.56% (+0.11%)

11% less capital invested

Capital invested by funds: $9.26M → $8.28M (-$986K)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$62.4K
2
UBS Group
UBS Group
Switzerland
+$39.1K
3
Citadel Advisors
Citadel Advisors
Florida
+$36.3K
4
GI
GAMCO Investors
Connecticut
+$16.5K
5
Bank of America
Bank of America
North Carolina
+$6.64K

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$50.3K
2
RB
Rodgers Brothers
Pennsylvania
-$31.9K
3
HIM
Hillsdale Investment Management
Ontario, Canada
-$15.4K
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.27K
5
BlackRock
BlackRock
New York
-$7.15K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.5M -$8.27K -1,000 -0.5%
GI
2
GAMCO Investors
Connecticut
$1.28M +$16.5K +2,000 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.2M – – –
RB
4
Rodgers Brothers
Pennsylvania
$718K -$31.9K -3,861 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$612K +$414 +50 +0.1%
TA
6
Teton Advisors
New York
$432K -$1.66K -200 -0.4%
PL
7
Parthenon LLC
Kentucky
$415K – – –
GF
8
Gabelli Funds
New York
$304K – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$260K -$2.02K -244 -0.7%
UBS Group
10
UBS Group
Switzerland
$238K +$39.1K +4,723 +19%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$199K -$50.3K -6,079 -20%
Northern Trust
12
Northern Trust
Illinois
$195K +$1.54K +186 +0.8%
UCFA
13
United Capital Financial Advisors
Texas
$161K – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$147K +$62.4K +7,543 +69%
First Manhattan
15
First Manhattan
New York
$136K – – –
Citadel Advisors
16
Citadel Advisors
Florida
$122K +$36.3K +4,383 +40%
BCM
17
Bridgeway Capital Management
Texas
$107K – – –
HighTower Advisors
18
HighTower Advisors
Illinois
$87.6K – – –
BlackRock
19
BlackRock
New York
$83.4K -$7.15K -864 -8%
EIM
20
Essex Investment Management
Massachusetts
$56.1K -$678 -82 -1%
Wells Fargo
21
Wells Fargo
California
$8.01K – – –
Bank of America
22
Bank of America
North Carolina
$6.62K +$6.64K +802 +3,208%
TRCT
23
Tower Research Capital (TRC)
New York
$3.54K +$182 +22 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.4K – – –
Fidelity Investments
25
Fidelity Investments
Massachusetts
$1.36K – – –
1
2

UG Hedge Fund Activity: Q2 2025 in Review

32 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2025, worth a combined $8.28M — down 11% from $9.26M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UG positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $62.4K. The largest seller was Neuberger Berman Group, cutting an estimated $50.3K.

  • 32 institutional investors held United-Guardian (UG) as of Q2 2025, up from 31 in Q1 2025.
  • Funds reported $8.28M of United-Guardian stock for Q2 2025, down 11% quarter-over-quarter.
  • 3 funds opened new United-Guardian positions in Q2 2025 and 2 closed out, a net change of +1 holder.
  • The largest United-Guardian buyer in Q2 2025 was Susquehanna International Group, an estimated $62.4K added.
  • The largest United-Guardian seller in Q2 2025 was Neuberger Berman Group, an estimated $50.3K sold.

Based on aggregated 13F filings for Q2 2025.