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Upstart Holdings
UPST

Overview Fund Activity

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.6M
3
Bank of America
3
Bank of America
North Carolina
$20.5M
4
SG Americas Securities
4
SG Americas Securities
New York
$13.7M
5
BlackRock
5
BlackRock
New York
$41.6M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Coatue Management
2
Coatue Management
New York
$11M
3
ACL
3
Azora Capital LP
Florida
$0
4
FCM
4
Freshford Capital Management
New York
$0
5
TC
5
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
226
Tradewinds Capital Management
Washington
$661 – – –
FFL
227
Financial Freedom LLC
Ohio
$661 +$661 +50 New
AIM
228
Anchor Investment Management
South Carolina
$542 – – –
GC
229
Gould Capital
Washington
$502 – – –
CA
230
Clearstead Advisors
Ohio
$489 – – –
HCM
231
Hollencrest Capital Management
California
$463 +$463 +35 New
HS
232
Horan Securities
United States
$458 – – –
PWMG
233
Prestige Wealth Management Group
New Jersey
$449 +$264 +20 +143%
JWM
234
Janiczek Wealth Management
Colorado
$430 -$86 -5 -17%
PS
235
PayPay Securities
Japan
$410 +$410 +31 New
CS
236
Comerica Securities
Michigan
$396 +$396 +30 New
NSIM
237
North Star Investment Management
Illinois
$317 – – –
FWM
238
Focused Wealth Management
New York
$264 – – –
NL
239
NVWM LLC
Pennsylvania
$264 – – –
RBC
240
Romano Brothers & Co
Illinois
$251 +$251 +19 New
CHA
241
Carmichael Hill & Associates
Maryland
$238 – – –
CSPIA
242
Cary Street Partners Investment Advisory
Virginia
$225 +$225 +17 New
IRC
243
Investors Research Corp
Georgia
$212 – – –
PFBT
244
Parkside Financial Bank & Trust
Missouri
$185 -$1.14K -86 -86%
HNB
245
Huntington National Bank
Ohio
$172 – – –
GCM
246
Gables Capital Management
Florida
$132 -$660 -50 -83%
CP
247
Castleview Partners
Texas
$132 – – –
GIA
248
GHP Investment Advisors
Colorado
$106 – – –
PO
249
Private Ocean
California
$93 +$93 +7 New
RDFA
250
Ritter Daniher Financial Advisory
Ohio
$93 +$93 +7 New
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10
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