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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 %
GCM
251
Gables Capital Management
Florida
$159 – – –
CP
252
Castleview Partners
Texas
$159 – – –
GIA
253
GHP Investment Advisors
Colorado
$128 – – –
PO
254
Private Ocean
California
$111 – – –
IRC
255
Investors Research Corp
Georgia
$79 -$174 -11 -69%
RAM
256
Riggs Asset Management
Pennsylvania
$64 – – –
NC
257
NewSquare Capital
Pennsylvania
$48 – – –
FSWA
258
Financial Synergies Wealth Advisors
Texas
$48 +$16 +1 +50%
PFA
259
Pathway Financial Advisers
Indiana
$32 – – –
LIP
260
Liontrust Investment Partners
United Kingdom
– -$2.05M -155,000 Closed
California Public Employees Retirement System
261
California Public Employees Retirement System
California
– -$1.64M -124,335 Closed
IMC Chicago
262
IMC Chicago
Illinois
– -$1.15M -86,766 Closed
DCM
263
Dorsal Capital Management
California
– -$992K -75,000 Closed
Squarepoint
264
Squarepoint
New York
– -$673K -50,934 Closed
ECM
265
ExodusPoint Capital Management
New York
– -$583K -44,100 Closed
Optiver Holding
266
Optiver Holding
Netherlands
– -$558K -42,214 Closed
VF
267
Virtu Financial
New York
– -$488K -36,905 Closed
KSCM
268
Kamunting Street Capital Management
Florida
– -$362K -27,406 Closed
SAM
269
Stansberry Asset Management
Texas
– -$335K -25,368 Closed
CC
270
Centiva Capital
New York
– -$317K -23,956 Closed
Point72 Asset Management
271
Point72 Asset Management
Connecticut
– -$223K -16,889 Closed
Envestnet Asset Management
272
Envestnet Asset Management
Illinois
– -$220K -16,660 Closed
AWS
273
Atria Wealth Solutions
New York
– -$198K -14,967 Closed
JFG
274
Jefferies Financial Group
New York
– -$175K -13,200 Closed
Victory Capital Management
275
Victory Capital Management
Texas
– -$159K -12,062 Closed
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