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Upstart Holdings

490 hedge funds and large institutions have $4.42B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 245 increasing their positions, 73 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
7.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
123
Increased
245
Reduced
73
Closed
98
Calls
$1.32B
Puts
$1.67B
Net Calls
-$353M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
226
Morse Asset Management
Connecticut
$549K +$190K +1,745 +53%
BOH
227
Bank of Hawaii
Hawaii
$544K +$544K +4,990 New
QT
228
Quantbot Technologies
New York
$528K +$184K +1,687 +53%
NL
229
Navalign LLC
California
$527K +$527K +7,329 New
Principal Financial Group
230
Principal Financial Group
Iowa
$519K -$13K -119 -2%
NAM
231
Nissay Asset Management
Japan
$515K +$241K +2,214 +88%
DF
232
Donoghue Forlines
Massachusetts
$513K +$194K +1,781 +61%
AFA
233
Abacus FCF Advisors
Florida
$513K +$513K +4,706 New
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$505K +$53.2K +487 +12%
LNC
235
Lincoln National Corp
Pennsylvania
$503K -$44.6K -408 -8%
Los Angeles Capital Management
236
Los Angeles Capital Management
California
$503K +$503K +4,607 New
AAM
237
Advisors Asset Management
Colorado
$500K +$39.8K +365 +9%
TI
238
Tidal Investments
Wisconsin
$489K +$248K +2,275 +103%
CSIA
239
Charles Schwab Investment Advisory
California
$477K -$22.9K -210 -5%
SI
240
Stephens Inc
Arkansas
$470K +$181K +1,656 +62%
BA
241
Bridgewater Associates
Connecticut
$466K +$466K +4,276 New
SGA
242
Seaport Global Advisors
Massachusetts
$464K +$464K +4,257 New
AR
243
Advisory Research
Illinois
$458K -$735K -6,738 -62%
ProShare Advisors
244
ProShare Advisors
Maryland
$457K -$2.4K -22 -0.5%
RC
245
RBF Capital
California
$457K +$457K +4,000 New
WWM
246
Western Wealth Management
Colorado
$456K +$280K +2,570 +159%
NFSG
247
Newbridge Financial Services Group
Florida
$450K +$183K +1,680 +69%
AWM
248
Apollon Wealth Management
South Carolina
$447K +$167K +1,532 +60%
ECM
249
ExodusPoint Capital Management
New York
$443K -$237K -2,177 -35%
AMC
250
Asset Management Corp
Illinois
$441K -$314K -2,875 -42%