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Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IUHSA
226
Itau Unibanco Holding S.A.
Brazil
$28.1K -$11.2K -273 -28%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$24.5K
OIA
228
Optimum Investment Advisors
Illinois
$22.9K
PS
229
Principal Securities
Iowa
$22.6K +$22.6K +553 New
TFA
230
Toth Financial Advisory
Virginia
$21.8K
SPIA
231
Steward Partners Investment Advisory
New York
$21.2K -$5.11K -125 -19%
IA
232
IFP Advisors
Florida
$20.8K +$1.84K +45 +10%
VCM
233
Versant Capital Management
Arizona
$20.8K +$5.76K +141 +38%
GI
234
GAMMA Investing
California
$19.2K +$19.2K +605 New
GWM
235
Geneos Wealth Management
Colorado
$16.5K -$12.3K -300 -43%
HGA
236
Hobbs Group Advisors
South Carolina
$14.3K +$14.3K +350 New
QC
237
Quent Capital
New York
$13.8K +$123 +3 +0.9%
LC
238
Lindbrook Capital
California
$13.6K +$4.21K +103 +45%
C
239
Covestor
United Kingdom
$13K +$5.76K +136 +80%
MHR
240
Matthew Hamilton Rosenberg
$12.3K
NMG
241
New Millennium Group
Utah
$11.4K
BMC
242
Bear Mountain Capital
Washington
$11.2K +$11.2K +369 New
CFG
243
CKW Financial Group
Hawaii
$11K
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$9.85K -$33.1K -809 -77%
CPG
245
Custom Portfolio Group
Colorado
$9.85K +$9.85K +241 New
TFGT
246
TS Financial Group (TSFG)
Illinois
$9K -$1.38K -33 -13%
HFS
247
Hantz Financial Services
Michigan
$9K
BCV
248
Banque Cantonale Vaudoise
Switzerland
$9K
BTI
249
Blue Trust Inc
Georgia
$9K +$9K +322 New
TVAMP
250
Tennessee Valley Asset Management Partners
Tennessee
$8.99K +$8.99K +220 New