United-Guardian logo

United-Guardian

UGNASDAQ

United-Guardian is a household & personal products company in the consumer defensive sector on NASDAQ, led by Donna Vigilante, with a market cap of $27.7M. As of Q3 2025, 20% of shares are held by 30 institutional investors, with RENAISSANCE TECHNOLOGIES LLC as the largest holder at 4.02%.

PresidentDonna Vigilante
Market Cap$27.7M
Household & Personal Products
Consumer Defensive
Employees25.0
Websiteu-g.com
Country
United States of America

Overview

Overview of institutional ownership in UG as of Q3 2025 with a market cap of $36.1M

All Institutions

Institutions
30
Value Held
$7.4M
Shares Held
941.2K
Avg Position
$246.0K
Median Position
$84.7K

Hedge Funds

Hedge Funds
1
Value Held
$1.5M
Shares Held
184.8K
Avg Position
$1.5M
Median Position
$1.5M

Ownership Breakdown

Institutional (non-HF): 16.42%Institutional (non-HF)Hedge Funds: 4.02%Retail & Other: 79.56%Retail & Other
Institutional (non-HF)
16.42%
$5.9M
Hedge Funds
4.02%
$1.5M
Retail & Other
79.56%
$28.7M

Based on market cap of $36.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UG as of Q3 2025

InstitutionPosition Value
$1.5M
0.00% of portfolio
$1.3M
0.01% of portfolio
$1.2M
0.00% of portfolio
$646.6K
0.08% of portfolio
$604.8K
0.00% of portfolio
PARTHENON LLC logo
PARTHENON LLC
RIA/Wealth
$400.1K
0.04% of portfolio
GABELLI FUNDS LLC logo
GABELLI FUNDS LLC
Long Only Manager
$298.7K
0.00% of portfolio
$256.4K
0.00% of portfolio
UBS Group AG logo
UBS Group AG
Institution
$169.6K
0.00% of portfolio
$166.5K
0.00% of portfolio

Net Capital Flow

Institutional buying and selling activity for UG in Q3 2025

Traded
$324.3K
Buyers
7
Sellers
11
Total Bought
+$90.1K
Total Sold
$414.4K
Avg Position
$223.6K

Biggest Buyers

InstitutionNet Bought
+$74.7K
+9.5K shares
+$5.1K
+650.0 shares
+$4.7K
+608.0 shares
+$2.1K
+265.0 shares
+$1.8K
+235.0 shares
BlackRock, Inc. logo
BlackRock, Inc.
Institution
+$1.7K
+216.0 shares
BARCLAYS PLC logo
BARCLAYS PLC
Institution
+$16.0
+2.0 shares

Biggest Sellers

InstitutionNet Sold
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
$121.9K
15.3K shares
$65.9K
8.5K shares
UBS Group AG logo
UBS Group AG
Institution
$64.3K
8.2K shares
$58.9K
7.5K shares
$39.9K
5.1K shares
$29.0K
3.7K shares
$25.1K
3.2K shares
PARTHENON LLC logo
PARTHENON LLC
RIA/Wealth
$7.9K
1.0K shares
$1.3K
165.0 shares
$204.3
26.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UG in Q3 2025

New Positions
1
New Value
$74.7K
Exited Positions
3
Exited Value
$123.2K

New Positions

InstitutionPosition Value
$74.7K
9.5K shares

Exited Positions

InstitutionPrevious Position
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
$121.9K
15.3K shares
$1.3K
165.0 shares
$8.0
1.0 shares

Options Activity

Institutions with the largest Call and Put options positions in UG as of Q3 2025

Call Positions
0
Call Value
-
Put Positions
0
Put Value
-

Call Positions

InstitutionPosition Value
No call positions found

Put Positions

InstitutionPosition Value
No put positions found

Most Committed Institutions

Institutions with UG as the highest % of their portfolio as of Q3 2025

InstitutionPortfolio Weight
0.08%
$646.6K
PARTHENON LLC logo
PARTHENON LLC
RIA/Wealth
0.04%
$400.1K
0.01%
$1.3M
0.01%
$55.1K
0.01%
$74.7K
0.00%
$105.0K
GABELLI FUNDS LLC logo
GABELLI FUNDS LLC
Long Only Manager
0.00%
$298.7K
0.00%
$1.5M
0.00%
$157.7K
0.00%
$134.1K

Hedge Fund Spotlight

Discover hedge funds investing in UG

RENAISSANCE TECHNOLOGIES LLC logo
RENAISSANCE TECHNOLOGIES LLC
Hedge FundQuant
Portfolio ManagerDavid Allen Lippe
Portfolio Value
$75.8B
Positions
3,419
Last Reported
Q3 2025
AddressNew York, NY
Sector Allocation
Technology: 23.40%TechnologyHealthcare: 13.00%HealthcareConsumer Cyclical: 10.00%Consumer CyclicalFinancial Services: 8.00%Industrials: 7.70%Communication Services: 7.30%Consumer Defensive: 6.00%Basic Materials: 4.40%Energy: 3.70%ETF: 2.80%Real Estate: 2.50%Utilities: 2.10%
United-Guardian logo

Position in United-Guardian

Market Value
$1.5M
Shares Held
184.8K
Portfolio Weight
0.00%
Owned Since
2013-Q2
Top HoldingSectorMarket ValueWeight
Software - Infrastructure
Technology
$1.6B2.06%
2
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$1.1B1.39%
3
Roblox logo
Roblox
RBLX
Electronic Gaming & Multimedia
Technology
$953.5M1.26%

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