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Upexi
UPXI

13 hedge funds and large institutions have $1.05M invested in Upexi in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

0.01% less ownership

Funds ownership: 3.01% → 3% (-0.01%)

13% less funds holding

Funds holding: 15 → 13 (-2)

23% less capital invested

Capital invested by funds: $1.37M → $1.05M (-$319K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$45.3K
2
Squarepoint
Squarepoint
New York
+$23.8K
3
BlackRock
BlackRock
New York
+$8.59K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.31K
5
TRCT
Tower Research Capital (TRC)
New York
+$916

Top Sellers

Rank Fund Capital Flow
1
CCM
Corsair Capital Management
New York
-$35.3K
2
Millennium Management
Millennium Management
New York
-$23.4K
3
Renaissance Technologies
Renaissance Technologies
New York
-$23K
4
NSIM
North Star Investment Management
Illinois
-$5.63K
5
Walleye Capital
Walleye Capital
New York
-$5.15K

UPXI Hedge Fund Activity: Q3 2023 in Review

13 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q3 2023, worth a combined $1.05M — down 23% from $1.37M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UPXI and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Geode Capital Management, adding an estimated $45.3K. The largest seller was Corsair Capital Management, cutting an estimated $35.3K.

  • 13 institutional investors held Upexi (UPXI) as of Q3 2023, down from 15 in Q2 2023.
  • Funds reported $1.05M of Upexi stock for Q3 2023, down 23% quarter-over-quarter.
  • 2 funds opened new Upexi positions in Q3 2023 and 4 closed out, a net change of -2 holders.
  • The largest Upexi buyer in Q3 2023 was Geode Capital Management, an estimated $45.3K added.
  • The largest Upexi seller in Q3 2023 was Corsair Capital Management, an estimated $35.3K sold.

Based on aggregated 13F filings for Q3 2023.