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UPB

Upstream Bio Inc
UPB

70 hedge funds and large institutions have $690M invested in Upstream Bio Inc in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

78.5% more ownership

Funds ownership: 0% → 78.5% (+78%)

Holders
70
Holders Change
+70
Holders Change %
–
% of All Funds
0.92%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.08%
New
70
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$160M
2
O
OrbiMed
New York
+$127M
3
DC
Decheng Capital
California
+$73.4M
4
TCM
TCG Crossover Management
California
+$62.6M
5
BCLSI
Bain Capital Life Sciences Investors
Massachusetts
+$51.3M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.66M +$3.61M +161,512 New
Northern Trust
27
Northern Trust
Illinois
$2.36M +$3.21M +143,721 New
Charles Schwab
28
Charles Schwab
California
$2.22M +$3.02M +135,323 New
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$1.4M +$1.9M +85,000 New
MAP
30
Moody Aldrich Partners
Massachusetts
$1.23M +$1.67M +74,773 New
EC
31
EcoR1 Capital
California
$986K +$1.34M +60,000 New
JP Morgan Chase
32
JP Morgan Chase
New York
$786K +$1.07M +47,792 New
SFM
33
Soros Fund Management
New York
$762K +$1.03M +46,350 New
Jane Street
34
Jane Street
New York
$749K +$1.02M +45,549 New
Goldman Sachs
35
Goldman Sachs
New York
$731K +$993K +44,490 New
AA
36
ALPS Advisors
Colorado
$713K +$968K +43,340 New
Morgan Stanley
37
Morgan Stanley
New York
$710K +$964K +43,163 New
Verition Fund Management
38
Verition Fund Management
Connecticut
$615K +$835K +37,379 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$607K +$824K +36,913 New
Barclays
40
Barclays
United Kingdom
$444K +$603K +27,017 New
Citigroup
41
Citigroup
New York
$436K +$592K +26,504 New
N
42
Nuveen
North Carolina
$371K +$504K +22,586 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$275K +$373K +16,721 New
Invesco
44
Invesco
Georgia
$256K +$348K +15,602 New
Deutsche Bank
45
Deutsche Bank
Germany
$244K +$332K +14,851 New
Bank of America
46
Bank of America
North Carolina
$230K +$312K +13,963 New
DKCM
47
Davidson Kempner Capital Management
New York
$205K +$279K +12,500 New
MIM
48
MetLife Investment Management
New Jersey
$181K +$246K +11,034 New
SIM
49
Sandia Investment Management
Massachusetts
$164K +$223K +10,000 New
Walleye Capital
50
Walleye Capital
New York
$164K +$223K +10,000 New
1
2
3

UPB Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upstream Bio Inc (UPB) for Q4 2024, worth a combined $690M.

Buyers outnumbered sellers: 70 funds opened new UPB positions and 0 closed out — a net gain of 70 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $160M.

  • 70 institutional investors held Upstream Bio Inc (UPB) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $690M of Upstream Bio Inc stock for Q4 2024.
  • 70 funds opened new Upstream Bio Inc positions in Q4 2024 and 0 closed out, a net change of +70 holders.
  • The largest Upstream Bio Inc buyer in Q4 2024 was Fidelity Investments, an estimated $160M added.

Based on aggregated 13F filings for Q4 2024.