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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M +$160M +7,176,187 New
O
2
OrbiMed
New York
$93.6M +$127M +5,693,589 New
DC
3
Decheng Capital
California
$54M +$73.4M +3,285,293 New
TCM
4
TCG Crossover Management
California
$44.9M +$62.6M +2,801,763 New
ES
5
Enavate Sciences
California
$40.4M +$54.9M +2,459,703 New
BCLSI
6
Bain Capital Life Sciences Investors
Massachusetts
$37.7M +$51.3M +2,295,322 New
VA
7
VR Adviser
New York
$37.7M +$51.3M +2,295,319 New
SB
8
Samsara BioCapital
California
$36.4M +$49.5M +2,217,146 New
OFM
9
Omega Fund Management
Massachusetts
$33.5M +$45.5M +2,036,293 New
Wellington Management Group
10
Wellington Management Group
Massachusetts
$25.6M +$35.3M +1,583,154 New
BlackRock
11
BlackRock
New York
$18.4M +$25M +1,117,800 New
AllianceBernstein
12
AllianceBernstein
Tennessee
$18.3M +$24.8M +1,111,337 New
DTC
13
Deep Track Capital
Connecticut
$16.4M +$22.3M +1,000,000 New
Norges Bank
14
Norges Bank
Norway
$16.4M +$22.3M +1,000,000 New
Vanguard Group
15
Vanguard Group
Pennsylvania
$15M +$20.4M +915,021 New
SL
16
Siren LLC
Connecticut
$13.2M +$17.9M +800,000 New
NCM
17
Nantahala Capital Management
Connecticut
$9.86M +$13.4M +600,000 New
WP
18
Woodline Partners
California
$8.66M +$11.8M +526,511 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$5.97M +$8.11M +363,269 New
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$4.95M +$6.72M +301,152 New
GPP
21
Great Point Partners
Connecticut
$4.93M +$6.7M +300,000 New
Marshall Wace
22
Marshall Wace
United Kingdom
$4.78M +$6.49M +290,734 New
State Street
23
State Street
Massachusetts
$4.06M +$5.52M +247,187 New
LCM
24
Lynx1 Capital Management
Puerto Rico
$3.95M +$5.36M +240,042 New
Citadel Advisors
25
Citadel Advisors
Florida
$2.96M +$4.02M +180,000 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.