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TIGR

UP Fintech Holding

74 hedge funds and large institutions have $67.4M invested in UP Fintech Holding in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.52M

2% more capital invested

Capital invested by funds: $66M → $67.4M (+$1.44M)

0.13% more ownership

Funds ownership: 0.56%0.69% (+0.13%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

1% less funds holding

Funds holding: 7574 (-1)

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
20
Closed
13
Calls
$11.2M
Puts
$5.52M
Net Calls
+$5.68M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
51
Asset Management One
Japan
$60.6K +$15.9K +3,446 +33%
DIM
52
DLK Investment Management
California
$59.7K +$62.3K +13,501 New
Legal & General Group
53
Legal & General Group
United Kingdom
$56.9K
Pathstone Holdings
54
Pathstone Holdings
New Jersey
$55.5K +$57.9K +12,562 New
FWM
55
Focused Wealth Management
New York
$48.6K +$50.7K +11,000 New
HSBC Holdings
56
HSBC Holdings
United Kingdom
$46.6K -$6.47K -1,402 -12%
TRCT
57
Tower Research Capital (TRC)
New York
$46.6K -$31.7K -6,865 -39%
AIMCA
58
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$46.4K
CP
59
Castleview Partners
Texas
$44.5K +$10.3K +2,239 +29%
Osaic Holdings
60
Osaic Holdings
Arizona
$43.4K -$923 -200 -2%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$32.8K
Russell Investments Group
62
Russell Investments Group
United Kingdom
$31K -$165K -35,821 -84%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.3K
Bank of America
64
Bank of America
North Carolina
$11.2K -$22.8K -4,945 -66%
GI
65
GAMMA Investing
California
$7.01K +$8.67K +1,879 New
Citigroup
66
Citigroup
New York
$6.25K
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$4.09K -$30.8K -6,686 -88%
BTI
68
Blue Trust Inc
Georgia
$3K +$2.47K +535 New
NA
69
NewEdge Advisors
Louisiana
$1.72K +$1.8K +390 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1K
Wells Fargo
71
Wells Fargo
California
$884
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$494
TWC
73
TD Waterhouse Canada
Ontario, Canada
$425
UB
74
UMB Bank
Missouri
$172
CM
75
Churchill Management
California
-$1.45M -282,519 Closed

TIGR Hedge Fund Activity: Q4 2023 in Review

74 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in UP Fintech Holding (TIGR) for Q4 2023, worth a combined $67.4M — up 2.2% from $66M a quarter earlier.

Fund positioning in TIGR was balanced in Q4 2023: 13 funds opened new positions, 13 closed out, 19 added to existing stakes and 20 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $12.6M. The largest seller was Two Sigma Investments, cutting an estimated $3M.

  • 74 institutional investors held UP Fintech Holding (TIGR) as of Q4 2023, down from 75 in Q3 2023.
  • Funds reported $67.4M of UP Fintech Holding stock for Q4 2023, up 2.2% quarter-over-quarter.
  • 13 funds opened new UP Fintech Holding positions in Q4 2023 and 13 closed out, a net change of 0 holders.
  • The largest UP Fintech Holding buyer in Q4 2023 was Man Group, an estimated $12.6M added.
  • The largest UP Fintech Holding seller in Q4 2023 was Two Sigma Investments, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2023.