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TIGR

UP Fintech Holding

81 hedge funds and large institutions have $43.5M invested in UP Fintech Holding in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $6.36M

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

9% more funds holding

Funds holding: 7481 (+7)

0.12% less ownership

Funds ownership: 0.69%0.57% (-0.12%)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

35% less capital invested

Capital invested by funds: $67.4M → $43.5M (-$23.9M)

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
18
Reduced
23
Closed
12
Calls
$11.9M
Puts
$6.36M
Net Calls
+$5.52M
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Storebrand Asset Management
Norway
$53.4K
Allianz Asset Management
52
Allianz Asset Management
Germany
$47.4K +$54.6K +13,787 New
TRCT
53
Tower Research Capital (TRC)
New York
$47.1K +$12.5K +3,160 +30%
VPIM
54
Vanguard Personalized Indexing Management
California
$47K +$54.1K +13,658 New
DIM
55
DLK Investment Management
California
$46.4K
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$44.8K +$22.3K +5,623 +76%
Legal & General Group
57
Legal & General Group
United Kingdom
$44.3K
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$43.2K
Asset Management One
59
Asset Management One
Japan
$42.8K -$6.23K -1,573 -11%
FWM
60
Focused Wealth Management
New York
$37.8K
AIMCA
61
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$36.1K
HT
62
Headlands Technologies
Illinois
$34.2K +$39.4K +9,948 New
Osaic Holdings
63
Osaic Holdings
Arizona
$30.2K -$4.16K -1,050 -11%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.3K
GI
65
GAMMA Investing
California
$26.4K +$23K +5,804 +309%
SSG
66
Summit Securities Group
New York
$18K +$21.2K +5,354 New
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$5.97K +$3.21K +810 +87%
Bank of America
68
Bank of America
North Carolina
$4.86K -$4.45K -1,122 -44%
Citigroup
69
Citigroup
New York
$4.86K
EWA
70
EverSource Wealth Advisors
Alabama
$1.27K +$1.43K +361 New
CPG
71
Cornerstone Planning Group
New Jersey
$1.21K +$1.23K +309 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$1K
NS
73
NBC Securities
Alabama
$1K +$396 +100 New
Wells Fargo
74
Wells Fargo
California
$688
PI
75
PEAK6 Investments
Illinois
$685 +$789 +199 New

TIGR Hedge Fund Activity: Q1 2024 in Review

81 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UP Fintech Holding (TIGR) for Q1 2024, worth a combined $43.5M — down 35% from $67.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TIGR positions and 12 closed out — a net gain of 7 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $1.77M. The largest seller was Morgan Stanley, cutting an estimated $8.26M.

  • 81 institutional investors held UP Fintech Holding (TIGR) as of Q1 2024, up from 74 in Q4 2023.
  • Funds reported $43.5M of UP Fintech Holding stock for Q1 2024, down 35% quarter-over-quarter.
  • 19 funds opened new UP Fintech Holding positions in Q1 2024 and 12 closed out, a net change of +7 holders.
  • The largest UP Fintech Holding buyer in Q1 2024 was Russell Investments Group, an estimated $1.77M added.
  • The largest UP Fintech Holding seller in Q1 2024 was Morgan Stanley, an estimated $8.26M sold.

Based on aggregated 13F filings for Q1 2024.