Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

United Guardian Inc (UG)

25 + 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
↓ -1
Streak
3Q ▼
Buyers last Q
53%

Smart Money Signals — UG

Based on 25 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their UG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
25 funds currently hold this stock — 78% 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 — 19% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold UG compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

9 buying8 selling
Last quarter: 9 funds bought or added vs 8 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~2 new funds per quarter

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

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 12% medium ■ 20% new
17 out of 25 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.
⚠️

Saturation — most institutions already know this story

1 → 3 → 3 → 1 → 2 new funds/Q
New funds entering each quarter: 3 → 3 → 1 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 25 current holders: 17 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
7 of 25 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.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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 Q1, 9 hedge funds were net buyers of UG (2 opened a new position, 7 added to an existing one), while 8 reduced or exited (5 trimmed, 3 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 25.

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.

Is It Too Late to Buy United Guardian Inc (UG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UG has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
UG
+4.8%
XLP
+2.1%

UG outperformed XLP by +2.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
UG
-2.0%
XLP
-1.1%

Since the filing became public, UG outperformed XLP by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
25 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 25 26 -3.85%
13F Shares 902K 940K -4.0%
Total Value $6M $6M 4.06%
New Positions 2 1 +1
Increased Positions 7 5 +2
Closed Positions 3 6 -3
Reduced Positions 5 9 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UG

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

25 + 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 23 UG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Teton Advisors, LLC 0.25% 53,761 $360K
2 Rodgers Brothers Inc. 0.05% 63,600 $426K
3 Parthenon LLC 0.04% 50,636 $339K
4 Gamco Investors, INC. Et Al 0.01% 164,388 $1.1M
5 Caldwell Sutter Capital, INC. 0.01% 3,324 $22K
6 Hikari Tsushin, Inc. 0.00% 9,500 $64K
7 Renaissance Technologies LLC 0.00% 175,766 $1.2M
8 Bridgeway Capital Management, LLC 0.00% 13,466 $89K
9 Gabelli Funds LLC 0.00% 38,000 $255K
10 United Capital Financial Advisors, LLC 0.00% 20,070 $134K
11 First Manhattan CO. LLC. 0.00% 16,062 $108K
12 Tower Research Capital LLC (TRC) 0.00% 1,023 $7K
13 HighTower Advisors, LLC 0.00% 11,000 $73K
14 Vanguard Fiduciary Trust Co 0.00% 18,380 $122K
15 SBI Securities Co., Ltd. 0.00% 134 —
16 Vanguard Capital Management LLC 0.00% 128,340 $851K
17 Susquehanna International Group, LLP 0.00% 16,120 $107K
18 Osaic Holdings, INC. 0.00% 300 $2K
19 BlackRock, Inc. 0.00% 11,664 $78K
20 Wells Fargo & Company/Mn 0.00% 1,000 $7K
21 UBS Group AG 0.00% 489 $3K
22 Jones Financial Companies Lllp 0.00% 100 —
23 Morgan Stanley 0.00% 80 —
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?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their UG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UG?

Slight buying edge — 53% buying: Last quarter: 9 funds bought or added vs 8 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UG holders?

Smaller funds dominant — 14% AUM from top-100: 7 of 25 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?

68% of holders stayed for 2+ years: 17 out of 25 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.

Is it too late to buy United Guardian Inc (UG) following the 2026 Q1 hedge fund 13F filings?

As of today, UG has moved -2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the XLP sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), UG has gained +4.8% vs +2.1% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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