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Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$951M
2
VVP
Vulcan Value Partners
Alabama
+$864M
3
BlackRock
BlackRock
New York
+$367M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$365M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$263M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$353M
2
VS
VK Services
California
-$335M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$325M
4
BC
BIT Capital
Germany
-$311M
5
TP
Third Point
New York
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
226
Two Sigma Securities
New York
$609K +$609K +1,923 New
FFA
227
First Foundation Advisors
California
$608K +$608K +1,920 New
TFA
228
Teamwork Financial Advisors
Texas
$608K +$608K +1,921 New
EDRIA
229
Edmonds Duncan Registered Investment Advisors
Kansas
$606K +$26K +82 +4%
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$600K – – –
ETC
231
Exchange Traded Concepts
Oklahoma
$598K +$598K +1,890 New
BCM
232
Bluefin Capital Management
New York
$596K -$5.98M -18,915 -91%
TI
233
Tidal Investments
Wisconsin
$593K +$593K +1,873 New
AG
234
Algert Global
California
$587K +$587K +1,855 New
BRWM
235
B. Riley Wealth Management
Tennessee
$562K +$562K +1,775 New
C
236
Certuity
Florida
$555K +$555K +1,755 New
AAS
237
Avantax Advisory Services
Texas
$550K +$550K +1,743 New
LA
238
Legacy Advisors
Pennsylvania
$541K – – –
SWM
239
Spire Wealth Management
Virginia
$534K +$315K +556 +144%
SAM
240
Shell Asset Management
Netherlands
$523K +$208K +656 +66%
JRP
241
Jasper Ridge Partners
California
$513K +$513K +1,620 New
SI
242
Stephens Inc
Arkansas
$513K +$513K +1,621 New
MYIA
243
Mount Yale Investment Advisors
Colorado
$512K +$512K +1,619 New
EL
244
Essex LLC
Illinois
$506K +$506K +1,600 New
PWM
245
Purus Wealth Management
California
$493K +$493K +1,558 New
PFS
246
Prospera Financial Services
Texas
$478K +$478K +1,512 New
LSA
247
L & S Advisors
California
$475K -$646K -2,040 -58%
SIA
248
SkyView Investment Advisors
New Jersey
$475K +$475K +1,500 New
CAAS
249
Capital Asset Advisory Services
Michigan
$473K +$473K +1,495 New
VFA
250
Valeo Financial Advisors
Indiana
$460K +$460K +1,454 New
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