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TIGR

UP Fintech Holding

51 hedge funds and large institutions have $20.5M invested in UP Fintech Holding in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

507% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $3.88M

0.03% less ownership

Funds ownership: 0.33%0.3% (-0.03%)

12% less capital invested

Capital invested by funds: $23.2M → $20.5M (-$2.74M)

25% less funds holding

Funds holding: 6851 (-17)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

81% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 21

Holders
51
Holders Change
-17
Holders Change %
-25%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
20
Closed
21
Calls
$23.5M
Puts
$3.88M
Net Calls
+$19.7M
Net Calls Change
-$7.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.74M +$144K +38,906 +2%
Morgan Stanley
2
Morgan Stanley
New York
$3.83M +$3.25M +882,039 +331%
State Street
3
State Street
Massachusetts
$2.53M +$52.8K +14,324 +2%
NAH
4
Neumann Advisory (HK)
Hong Kong
$829K
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$690K +$663K +179,600 +653%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$572K +$27.3K +7,405 +5%
Invesco
7
Invesco
Georgia
$513K -$16K -4,348 -3%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$442K -$166K -45,000 -25%
Barclays
9
Barclays
United Kingdom
$369K
PCM
10
Penserra Capital Management
California
$346K +$2.44K +661 +0.6%
N
11
Nuveen
North Carolina
$288K
BP
12
Ballentine Partners
Massachusetts
$269K
Goldman Sachs
13
Goldman Sachs
New York
$252K -$54K -14,630 -16%
VanEck Associates
14
VanEck Associates
New York
$247K
Two Sigma Investments
15
Two Sigma Investments
New York
$237K -$144K -39,000 -35%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$214K -$761K -206,250 -76%
Renaissance Technologies
17
Renaissance Technologies
New York
$194K -$22.1K -6,000 -9%
BA
18
Bridgewater Associates
Connecticut
$155K -$302K -81,943 -64%
SSA
19
Schonfeld Strategic Advisors
New York
$150K +$69K +18,700 +71%
Marshall Wace
20
Marshall Wace
United Kingdom
$142K -$226K -61,200 -59%
American Century Companies
21
American Century Companies
Missouri
$134K +$18.4K +4,977 +14%
CIP
22
Cornerstone Investment Partners
Georgia
$110K -$19.8K -5,367 -14%
Northern Trust
23
Northern Trust
Illinois
$106K -$7.49K -2,031 -6%
Jane Street
24
Jane Street
New York
$100K +$5.04K +1,365 +5%
UBS Group
25
UBS Group
Switzerland
$99.6K +$89.1K +24,159 +419%

TIGR Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UP Fintech Holding (TIGR) for Q1 2023, worth a combined $20.5M — down 12% from $23.2M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of TIGR and 4 opened new positions — a net loss of 17 holders — while 20 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $3.25M. The largest seller was Bank of America, cutting an estimated $3.34M.

  • 51 institutional investors held UP Fintech Holding (TIGR) as of Q1 2023, down from 68 in Q4 2022.
  • Funds reported $20.5M of UP Fintech Holding stock for Q1 2023, down 12% quarter-over-quarter.
  • 4 funds opened new UP Fintech Holding positions in Q1 2023 and 21 closed out, a net change of -17 holders.
  • The largest UP Fintech Holding buyer in Q1 2023 was Morgan Stanley, an estimated $3.25M added.
  • The largest UP Fintech Holding seller in Q1 2023 was Bank of America, an estimated $3.34M sold.

Based on aggregated 13F filings for Q1 2023.