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Upstart Holdings

490 hedge funds and large institutions have $4.42B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 245 increasing their positions, 73 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
7.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
123
Increased
245
Reduced
73
Closed
98
Calls
$1.32B
Puts
$1.67B
Net Calls
-$353M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
SM
251
Sciencast Management
New Jersey
$438K +$438K +4,574 New
DU
252
Delphia (USA)
Ontario, Canada
$437K +$437K +4,009 New
MYIA
253
Mount Yale Investment Advisors
Colorado
$437K +$437K +4,010 New
PM
254
Parametrica Management
Hong Kong
$434K +$434K +3,982 New
CPWM
255
Cypress Point Wealth Management
Texas
$430K
XS
256
XR Securities
Illinois
$429K +$264K +2,415 +160%
PAM
257
Panagora Asset Management
Massachusetts
$428K +$428K +3,922 New
SPC
258
Sigma Planning Corp
Michigan
$426K +$164K +1,502 +63%
AFC
259
AFT Forsyth & Company
Florida
$422K -$142K -1,300 -25%
IA
260
IAM Advisory
Pennsylvania
$417K +$107K +979 +34%
Caisse de Depot et Placement du Quebec (CDPQ)
261
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$415K +$65.5K +600 +19%
TWM
262
Titus Wealth Management
California
$411K +$43.1K +395 +12%
KFS
263
Kaizen Financial Strategies
California
$406K +$58.3K +535 +17%
CAN
264
Cetera Advisor Networks
California
$404K +$53.2K +488 +15%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$404K +$387K +3,547 +2,231%
UB
266
UMB Bank
Missouri
$402K +$79.2K +726 +25%
BAM
267
Blueshift Asset Management
New Jersey
$399K +$4.91K +45 +1%
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$399K +$226K +2,076 +131%
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$392K +$134K +1,232 +52%
HCA
270
Harbour Capital Advisors
Virginia
$386K -$8.74K -80 -2%
FHA
271
Flagship Harbor Advisors
Massachusetts
$386K +$167K +1,533 +76%
NL
272
NWAM LLC
Washington
$385K -$86.5K -792 -18%
Lazard Asset Management
273
Lazard Asset Management
New York
$385K +$200K +1,835 +108%
KLCM
274
KG&L Capital Management
Louisiana
$384K +$151K +1,381 +64%
PAS
275
Park Avenue Securities
New York
$384K +$384K +3,520 New