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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
Mirae Asset Global ETFs Holdings
51
Mirae Asset Global ETFs Holdings
Hong Kong
$162K +$219K +9,828 New
Wells Fargo
52
Wells Fargo
California
$149K +$202K +9,047 New
CF
53
Corebridge Financial
Texas
$142K +$193K +8,660 New
SG Americas Securities
54
SG Americas Securities
New York
$125K +$169K +7,590 New
SO
55
STRS Ohio
Ohio
$52.6K +$71.5K +3,200 New
TRCT
56
Tower Research Capital (TRC)
New York
$46.8K +$63.5K +2,846 New
AIP
57
Ameritas Investment Partners
Nebraska
$30K +$40.7K +1,822 New
Legal & General Group
58
Legal & General Group
United Kingdom
$28.5K +$38.7K +1,734 New
US Bancorp
59
US Bancorp
Minnesota
$27.3K +$37.1K +1,660 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$24.8K +$33.7K +1,511 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$21.2K +$28.8K +1,290 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$21K +$28.6K +1,282 New
AB
63
Amalgamated Bank
New York
$10K +$13.3K +594 New
SCM
64
Sterling Capital Management
North Carolina
$4.09K +$5.56K +249 New
RS
65
R Squared
Hong Kong
$2.63K +$3.57K +160 New
ACM
66
Aster Capital Management
United Arab Emirates
$2.2K +$2.99K +134 New
CIAM
67
Caitong International Asset Management
Hong Kong
$723 +$982 +44 New
Osaic Holdings
68
Osaic Holdings
Arizona
$279 +$380 +17 New
PS
69
Principal Securities
Iowa
$197 +$268 +12 New
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$115 +$156 +7 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.