Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

United Guardian Inc (UG)

27 + Investors. Track Smart Money conviction in UG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — UG

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
27 funds currently hold this stock — 84% of the 3.0-year high of 32 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold UG compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 62% buying

10 buying6 selling
Last quarter: 10 funds were net buyers (3 opened a brand new position + 7 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 1 → 2 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 19% new
17 out of 27 hedge funds have held UG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~3 new funds/quarter

3 → 3 → 1 → 2 → 3 new funds/Q
New funds entering each quarter: 3 → 1 → 2 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 27 holders: 17 (63%) are 2+ year veterans, 3 entered 1–2 years ago, and 7 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
8 of 27 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UG

In 2026 Q2, 10 hedge funds were net buyers of UG (3 opened a new position, 7 added to an existing one), while 6 reduced or exited (5 trimmed, 1 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 27.

Hedge Fund Ownership: UG

How many hedge funds hold UG — quarterly history vs. share price
Quarterly hedge fund ownership of UG vs. share price

Market Analysis: UG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: UG
2026 Q3 Stats Unlock in 47 days 27 + Investors

Track Smart Money conviction in UG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 27 25 8.0%
13F Shares 883K 902K -2.19%
Total Value $6M $6M 4.59%
New Positions 3 2 +1
Increased Positions 7 7 -
Closed Positions 1 3 -2
Reduced Positions 5 5 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

27 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Teton Advisors, LLC 0.22% 53,761 $384K
2 Rodgers Brothers Inc. 0.04% 59,600 $426K
3 Parthenon LLC 0.04% 50,636 $362K
4 Gamco Investors, INC. Et Al 0.01% 164,388 $1.2M
5 Caldwell Sutter Capital, INC. 0.01% 3,324 $24K
6 Hikari Tsushin, Inc. 0.00% 9,500 $68K
7 Gabelli Funds LLC 0.00% 38,000 $271K
8 Renaissance Technologies LLC 0.00% 166,766 $1.2M
9 United Capital Financial Advisors, LLC 0.00% 20,070 $143K
10 Advantage Trust Co 0.00% 100 —
11 First Manhattan CO. LLC. 0.00% 13,062 $93K
12 Tower Research Capital LLC (TRC) 0.00% 555 $4K
13 HighTower Advisors, LLC 0.00% 11,000 $79K
14 Vanguard Fiduciary Trust Co 0.00% 18,380 $131K
15 SBI Securities Co., Ltd. 0.00% 163 $1K
16 Vanguard Capital Management LLC 0.00% 128,340 $916K
17 Susquehanna International Group, LLP 0.00% 16,579 $118K
18 Osaic Holdings, INC. 0.00% 998 $7K
19 UBS Group AG 0.00% 2,187 $16K
20 Caitong International Asset Management Co., Ltd 0.00% 2 —
21 BlackRock, Inc. 0.00% 14,714 $105K
22 Wells Fargo & Company/Mn 0.00% 1,000 $7K
23 Morgan Stanley 0.00% 780 $6K
24 Jones Financial Companies Lllp 0.00% 100 —
25 Barclays plc 0.00% 2 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — United Guardian Inc (UG)

What does the Smart Money Trend signal show for UG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UG?

More buyers than sellers — 62% buying: Last quarter: 10 funds were net buyers (3 opened a brand new position + 7 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UG holders?

Smaller funds dominant — 14% AUM from top-100: 8 of 27 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UG?

63% of holders stayed for 2+ years: 17 out of 27 hedge funds have held UG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →