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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
SPM
76
Symmetry Peak Management
Pennsylvania
-$356K -17,500 Closed
CM
77
Caption Management
Oklahoma
-$115K -14,500 Closed
MWNA
78
Marshall Wace North America
New York
-$84K -10,615 Closed
Ameriprise
79
Ameriprise
Minnesota
-$82K -10,324 Closed
Acadian Asset Management
80
Acadian Asset Management
Massachusetts
-$47K -5,940 Closed
NFG
81
Next Financial Group
Texas
-$12K -1,500 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.