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TIGR

UP Fintech Holding

54 hedge funds and large institutions have $18.5M invested in UP Fintech Holding in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $2.36M

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

6% more funds holding

Funds holding: 5154 (+3)

0.01% less ownership

Funds ownership: 0.3%0.29% (-0.01%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

10% less capital invested

Capital invested by funds: $20.5M → $18.5M (-$1.98M)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
14
Reduced
15
Closed
10
Calls
$3.42M
Puts
$2.36M
Net Calls
+$1.06M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.56M -$193K -65,294 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.65M -$633K -213,972 -19%
State Street
3
State Street
Massachusetts
$2.24M +$85.6K +28,948 +4%
Group One Trading
4
Group One Trading
Illinois
$924K +$963K +325,494 New
NAH
5
Neumann Advisory (HK)
Hong Kong
$707K
Citadel Advisors
6
Citadel Advisors
Florida
$605K +$615K +207,792 +3,972%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$487K -$456 -154 -0.1%
Invesco
8
Invesco
Georgia
$352K -$88.3K -29,846 -19%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$344K -$33.7K -11,400 -9%
Goldman Sachs
10
Goldman Sachs
New York
$335K +$125K +42,263 +56%
Barclays
11
Barclays
United Kingdom
$315K
Bank of America
12
Bank of America
North Carolina
$264K +$256K +86,478 +1,312%
PCM
13
Penserra Capital Management
California
$253K -$44.3K -14,989 -14%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$247K +$257K +86,894 New
Renaissance Technologies
15
Renaissance Technologies
New York
$243K +$80.2K +27,100 +46%
BP
16
Ballentine Partners
Massachusetts
$229K
Simplex Trading
17
Simplex Trading
Illinois
$221K +$230K +77,698 +47,090%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$218K +$193K +65,407 +572%
VanEck Associates
19
VanEck Associates
New York
$211K
Marshall Wace
20
Marshall Wace
United Kingdom
$209K +$91.2K +30,840 +72%
N
21
Nuveen
North Carolina
$151K -$98.5K -33,300 -38%
Jane Street
22
Jane Street
New York
$142K +$58.8K +19,882 +66%
SSA
23
Schonfeld Strategic Advisors
New York
$126K -$1.48K -500 -1%
CSS
24
Cubist Systematic Strategies
Connecticut
$122K +$127K +43,000 New
American Century Companies
25
American Century Companies
Missouri
$114K -$2.49K -843 -2%

TIGR Hedge Fund Activity: Q2 2023 in Review

54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UP Fintech Holding (TIGR) for Q2 2023, worth a combined $18.5M — down 9.7% from $20.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TIGR positions and 10 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Group One Trading, opening a new position worth an estimated $963K. The largest seller was Morgan Stanley, cutting an estimated $633K.

  • 54 institutional investors held UP Fintech Holding (TIGR) as of Q2 2023, up from 51 in Q1 2023.
  • Funds reported $18.5M of UP Fintech Holding stock for Q2 2023, down 9.7% quarter-over-quarter.
  • 14 funds opened new UP Fintech Holding positions in Q2 2023 and 10 closed out, a net change of +4 holders.
  • The largest UP Fintech Holding buyer in Q2 2023 was Group One Trading, an estimated $963K added.
  • The largest UP Fintech Holding seller in Q2 2023 was Morgan Stanley, an estimated $633K sold.

Based on aggregated 13F filings for Q2 2023.