UPAR Holdings Changes

This page summarizes the UPAR holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether UPAR is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	9/30/2023 Share Count	12/31/2023 Share Count	Change	% Change
13F Filers Increasing UPAR Share Count
Evoke Wealth LLC	504,608	3,348,283	+2,843,675	+563.54%
Citadel Advisors LLC	24,608	40,189	+15,581	+63.32%
Jane Street Group LLC	91,408	113,725	+22,317	+24.41%
UBS Group AG	4,890	5,691	+801	+16.38%
Envestnet Asset Management Inc.	20,516	22,518	+2,002	+9.76%
13F Filers Reporting New Positions In UPAR
Proequities Inc.	0	0	UNCH	100%
Morgan Stanley	0	1	+1	+100%
OLD Mission Capital LLC	0	12,857	+12,857	+100%
Simplex Trading LLC	0	215	+215	+100%
TD Waterhouse Canada Inc.	0	100	+100	+100%
13F Filers With Unchanged Share Count
Advisor Group Holdings Inc.	8,000	8,000	UNCH	0.00%
13F Filers Decreasing UPAR Share Count
Advanced Research Investment Solutions LLC	1,830,634	1,808,167	-22,467	-1.23%
13F Filers Exiting UPAR
Susquehanna International Group LLP	12,216	0	-12,216	-100.00%

See Summary: Institutional Holders of UPAR
See Details: Top 10 Hedge Funds Holding UPAR

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