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Upstart Holdings

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
251
Pacifica Partners
Canada
$1.18K
AIM
252
Anchor Investment Management
South Carolina
$1.17K
CIA
253
Cape Investment Advisory
Georgia
$1.14K
GC
254
Gould Capital
Washington
$1.05K
WOC
255
West Oak Capital
California
$1K
VNA
256
Valley National Advisers
Pennsylvania
$1K +$1K +35 New
AA
257
AlphaMark Advisors
Kentucky
$1K +$1K +44 New
NRG
258
Nemes Rush Group
Michigan
$885 -$16.5K -579 -95%
SS
259
Sunbelt Securities
Texas
$885
DJSG
260
D.J. St. Germain
Massachusetts
$856
CSC
261
Caldwell Sutter Capital
California
$714
JWM
262
Janiczek Wealth Management
Colorado
$714
NSIM
263
North Star Investment Management
Illinois
$685
MTIC
264
Missouri Trust & Investment Company
Missouri
$628
FWM
265
Focused Wealth Management
New York
$571
RF
266
Robbins Farley
New Hampshire
$571 +$571 +20 New
GI
267
Gradient Investments
Minnesota
$542
CHA
268
Carmichael Hill & Associates
Maryland
$514
GFPC
269
Global Financial Private Client
Florida
$413 +$413 +15 New
PFBT
270
Parkside Financial Bank & Trust
Missouri
$400
HNB
271
Huntington National Bank
Ohio
$371
CP
272
Castleview Partners
Texas
$285
GCM
273
Gables Capital Management
Florida
$285
WT
274
Whittier Trust
California
$285 +$285 +10 New
TWP
275
TFO Wealth Partners
Ohio
$215 +$215 +6 New