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Upstart Holdings
UPST

Overview Fund Activity

262 hedge funds and large institutions have $471M invested in Upstart Holdings in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
77
Reduced
63
Closed
43
Calls
$239M
Puts
$306M
Net Calls
-$66.8M
Net Calls Change
-$25.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.5M
2
Coatue Management
Coatue Management
New York
$26.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.57M
4
FCM
Freshford Capital Management
New York
$3.47M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.55M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$19.7M
2
Norges Bank
Norges Bank
Norway
$9.86M
3
First Trust Advisors
First Trust Advisors
Illinois
$356K
4
LIP
Liontrust Investment Partners
United Kingdom
$0
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
226
Tradewinds Capital Management
Washington
$795 – – –
PWMG
227
Prestige Wealth Management Group
New Jersey
$795 +$254 +16 +47%
PP
228
Pacifica Partners
Canada
$744 -$423 -25 -36%
PS
229
PayPay Securities
Japan
$715 +$222 +14 +45%
NL
230
NVWM LLC
Pennsylvania
$683 +$365 +23 +115%
AIM
231
Anchor Investment Management
South Carolina
$651 – – –
CIA
232
Cape Investment Advisory
Georgia
$636 +$636 +40 New
GC
233
Gould Capital
Washington
$604 – – –
CA
234
Clearstead Advisors
Ohio
$588 – – –
HCM
235
Hollencrest Capital Management
California
$556 – – –
HS
236
Horan Securities
United States
$551 – – –
BAAM
237
Baker Avenue Asset Management
California
$493 +$493 +31 New
IA
238
IFP Advisors
Florida
$442 -$56.3K -1,909 -99%
SS
239
Sunbelt Securities
Texas
$440 +$440 +31 New
WOC
240
West Oak Capital
California
$397 – – –
JWM
241
Janiczek Wealth Management
Colorado
$385 – – –
NSIM
242
North Star Investment Management
Illinois
$381 – – –
MTIC
243
Missouri Trust & Investment Company
Missouri
$350 – – –
FWM
244
Focused Wealth Management
New York
$318 – – –
GI
245
Gradient Investments
Minnesota
$302 +$302 +19 New
CHA
246
Carmichael Hill & Associates
Maryland
$287 – – –
CSPIA
247
Cary Street Partners Investment Advisory
Virginia
$270 – – –
IHWM
248
Iron Horse Wealth Management
Iowa
$238 – – –
PFBT
249
Parkside Financial Bank & Trust
Missouri
$223 – – –
HNB
250
Huntington National Bank
Ohio
$207 – – –
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