UPC · Universe Pharmaceuticals INC
$5.03
-0.33 (-6.16%)
At close · Aug 25
Market Cap
$3.56M
Shares
663,915
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $228,462
Total Shares: 37,453
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 4 13F filers · Δ vs Dec 31, 2025Top Holder
45.1%
−54.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,780
Highly concentrated−6,220
Quarterly Activity
vs Dec 31, 2025
New
3
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+3
Institutional value:
+6239.1%
Shares held:
+3859.1%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +13,421 | 14,367 |
Top Sellers
vs Dec 31, 2025No qualifying movers this quarter.
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large HRT FINANCIAL LP | 16,902 | $103,102 | |
| Large OSAIC HOLDINGS, INC. | 6,172 | $37,649 | |
| Small Caitong International Asset Management Co., Ltd | 12 | $73 |
Top Sold-Out Positions
vs Dec 31, 2025No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large HRT FINANCIAL LP | $103,102 | 45.13% | 16,902 | Shares | 2026-08-14 | |
| Mega UBS Group AG | $87,638 | 38.36% | 14,367 | Shares | 2026-08-13 | |
| Large OSAIC HOLDINGS, INC. | $37,649 | 16.48% | 6,172 | Shares | 2026-08-14 | |
| Small Caitong International Asset Management Co., Ltd | $73 | 0.03% | 12 | Shares | 2026-08-05 |
Key facts
CIK
1809616
CUSIP
G9442G138
13F (30d)
4 filings
4 filers