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Upstart Holdings

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$6K
CCM
227
Cribstone Capital Management
Maine
$6K
EI
228
Ellevest Inc
New York
$6K +$5.47K +245 +1,021%
HFM
229
Harvest Fund Management
China
$5K +$2.8K +134 +128%
SIC
230
SJS Investment Consulting
Ohio
$5K +$5K +233 New
CTC
231
Central Trust Company
Missouri
$4K -$4K -200 -50%
CFGS
232
Concourse Financial Group Securities
Alabama
$4K
FMTCOCP
233
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$4K
HWA
235
HHM Wealth Advisors
Tennessee
$4K +$1.85K +100 +86%
FIA
236
FNY Investment Advisers
New York
$4K +$3.62K +190 +950%
TWC
237
TD Waterhouse Canada
Ontario, Canada
$3.59K -$19.7K -742 -85%
MAM
238
Meeder Asset Management
Ohio
$3K -$2.95K -126 -50%
WWM
239
Wolff Wiese Magana
California
$3K -$1.5K -75 -33%
GWS
240
Glassman Wealth Services
Virginia
$3K -$268 -11 -8%
HFS
241
Hantz Financial Services
Michigan
$3K
ATC
242
Adirondack Trust Company
New York
$3K
OLVIG
243
Oliver Lagore Vanvalin Investment Group
Michigan
$3K
BIA
244
Bell Investment Advisors
California
$3K +$2.39K +101 +388%
MA
245
MUFG Americas
New York
$3K +$3K +125 New
SCA
246
Stonebridge Capital Advisors
Minnesota
$3K +$3K +130 New
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
$2.48K -$255 -9,313 -9%
HWA
248
Heritage Wealth Advisors
Virginia
$2.08K
ZB
249
Zions Bancorporation
Utah
$2K -$960 -48 -32%
GRP
250
Global Retirement Partners
California
$2K -$714 -30 -26%