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Upstart Holdings

473 hedge funds and large institutions have $5.82B invested in Upstart Holdings in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 204 increasing their positions, 73 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+51
Holders Change %
+12.09%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.12%
New
164
Increased
204
Reduced
73
Closed
109
Calls
$997M
Puts
$1.19B
Net Calls
-$189M
Net Calls Change
-$677M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
251
Stephens Inc
Arkansas
$402K +$156K +1,033 +64%
NA
252
NewEdge Advisors
Louisiana
$397K -$378K -2,493 -49%
BHCM
253
Boulder Hill Capital Management
New York
$393K +$393K +2,600 New
AWM
254
Apollon Wealth Management
South Carolina
$389K +$389K +2,568 New
KMWM
255
Keudell/Morrison Wealth Management
Oregon
$386K +$386K +2,550 New
NAM
256
Nissay Asset Management
Japan
$380K +$380K +2,509 New
NFSG
257
Newbridge Financial Services Group
Florida
$370K +$345K +2,275 +1,354%
WBC
258
Westpac Banking Corp
Australia
$366K +$366K +2,417 New
SPC
259
Sigma Planning Corp
Michigan
$363K -$240K -1,585 -40%
PWM
260
Purus Wealth Management
California
$363K +$127K +842 +54%
HIM
261
Hillsdale Investment Management
Ontario, Canada
$360K +$12.1K +80 +3%
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
$358K +$239K +1,580 +202%
IMRF
263
Illinois Municipal Retirement Fund
Illinois
$356K
SG
264
StoneX Group
New York
$354K +$141K +935 +66%
GG
265
Golden Green
South Carolina
$336K -$110K -729 -25%
PIA
266
Perennial Investment Advisors
California
$335K -$162K -1,070 -33%
TI
267
Tidal Investments
Wisconsin
$334K +$50.7K +335 +18%
Creative Planning
268
Creative Planning
Kansas
$330K -$204K -1,344 -38%
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
$329K +$329K +2,174 New
CCM
270
Coldstream Capital Management
Washington
$329K +$329K +2,177 New
FB
271
First Bancorp
Maine
$326K +$166K +1,100 +104%
IA
272
IAM Advisory
Pennsylvania
$325K +$325K +2,843 New
KLCM
273
KG&L Capital Management
Louisiana
$324K +$324K +2,142 New
MIC
274
Maxi Investments CY
Cyprus
$310K +$310K +2,050 New
VFM
275
Vivid Financial Management
California
$309K -$67.2K -444 -18%