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TIGR

UP Fintech Holding

71 hedge funds and large institutions have $261M invested in UP Fintech Holding in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more capital invested

Capital invested by funds: $58.6M → $261M (+$203M)

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

58% more funds holding

Funds holding: 4571 (+26)

0.41% more ownership

Funds ownership: 0.42%0.83% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less call options, than puts

Call options by funds: $61M | Put options by funds: $84.2M

Holders
71
Holders Change
+26
Holders Change %
+57.78%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
24
Reduced
9
Closed
10
Calls
$61M
Puts
$84.2M
Net Calls
-$23.2M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Blueshift Asset Management
New Jersey
$304K +$347K +17,064 New
Bank of America
52
Bank of America
North Carolina
$265K +$301K +14,773 +9,233%
YIH
53
Y-Intercept (HK)
Hong Kong
$255K +$353K +17,355 New
CAN
54
Cetera Advisor Networks
California
$254K -$24.3K -1,195 -8%
BCV
55
Banque Cantonale Vaudoise
Switzerland
$249K +$344K +16,909 New
DMK
56
David M. Knott
$244K +$279K +13,736 New
Belvedere Trading
57
Belvedere Trading
Illinois
$239K +$273K +13,410 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$227K -$30.5K -1,500 -11%
BCM
59
Bayesian Capital Management
New York
$213K +$244K +12,000 New
SI
60
Stephens Inc
Arkansas
$196K +$224K +11,000 New
IIA
61
IPG Investment Advisors
California
$191K +$218K +10,728 New
SPC
62
Sigma Planning Corp
Michigan
$189K +$216K +10,600 New
PI
63
PEAK6 Investments
Illinois
$183K +$210K +10,301 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$164K +$2.36K +116 +1%
GRP
65
Global Retirement Partners
California
$121K +$138K +6,794 New
Osaic Holdings
66
Osaic Holdings
Arizona
$70K +$80K +3,930 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$62K
FWM
68
Focused Wealth Management
New York
$53K +$61K +3,000 New
SPIA
69
Steward Partners Investment Advisory
New York
$35.6K +$40.7K +2,000 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$8K +$8.93K +439 +3,377%
FIA
71
FNY Investment Advisers
New York
$8K +$10.2K +500 New
Marshall Wace
72
Marshall Wace
United Kingdom
-$4M -503,327 Closed
Voloridge Investment Management
73
Voloridge Investment Management
Florida
-$1.28M -161,259 Closed
JF
74
Jump Financial
Illinois
-$231K -29,034 Closed
BIM
75
Bogle Investment Management
Massachusetts
-$222K -27,900 Closed

TIGR Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UP Fintech Holding (TIGR) for Q1 2021, worth a combined $261M — up 346% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TIGR positions and 10 closed out — a net gain of 26 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Kerrisdale Advisers, opening a new position worth an estimated $31.7M. The largest seller was Morgan Stanley, cutting an estimated $24M.

  • 71 institutional investors held UP Fintech Holding (TIGR) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $261M of UP Fintech Holding stock for Q1 2021, up 346% quarter-over-quarter.
  • 36 funds opened new UP Fintech Holding positions in Q1 2021 and 10 closed out, a net change of +26 holders.
  • The largest UP Fintech Holding buyer in Q1 2021 was Kerrisdale Advisers, an estimated $31.7M added.
  • The largest UP Fintech Holding seller in Q1 2021 was Morgan Stanley, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2021.