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Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$951M
2
VVP
Vulcan Value Partners
Alabama
+$864M
3
BlackRock
BlackRock
New York
+$367M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$365M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$263M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$353M
2
VS
VK Services
California
-$335M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$325M
4
BC
BIT Capital
Germany
-$311M
5
TP
Third Point
New York
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
276
TriaGen Wealth Management
California
$344K +$344K +1,087 New
OC
277
Oppenheimer & Co
New York
$341K +$341K +1,078 New
SBIA
278
Sheaff Brock Investment Advisors
Indiana
$339K +$339K +1,072 New
JIP
279
Jaffetilchin Investment Partners
Florida
$337K +$337K +1,066 New
FB
280
First Bancorp
Maine
$334K +$334K +1,057 New
WS
281
Wedbush Securities
California
$331K +$331K +1,045 New
EWM
282
Empirical Wealth Management
Washington
$326K +$326K +1,030 New
Los Angeles Capital Management
283
Los Angeles Capital Management
California
$325K +$325K +1,027 New
PFWA
284
Paces Ferry Wealth Advisors
Georgia
$324K +$324K +1,023 New
LPARFS
285
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$317K +$317K +1,001 New
OWA
286
One Wealth Advisors
California
$316K -$20.5M -65,000 -98%
AFG
287
Albion Financial Group
Utah
$316K – – –
PCA
288
Personal Capital Advisors
California
$307K +$307K +969 New
SW
289
SteelPeak Wealth
California
$301K +$301K +952 New
PAA
290
Peregrine Asset Advisers
Oregon
$301K +$301K +1,050 New
Stifel Financial
291
Stifel Financial
Missouri
$297K +$297K +937 New
BCA
292
Bay Colony Advisors
Massachusetts
$293K +$293K +925 New
IAA
293
Independent Advisor Alliance
North Carolina
$289K +$289K +913 New
MS
294
Maven Securities
Jersey
$288K +$288K +910 New
CAM
295
Cresset Asset Management
Illinois
$283K +$283K +896 New
AIG
296
American International Group
New York
$280K +$198K +625 +240%
DAS
297
Dynamic Advisor Solutions
Arizona
$278K +$278K +880 New
LP
298
LGL Partners
Pennsylvania
$271K +$271K +855 New
KAS
299
Kestra Advisory Services
Texas
$270K +$270K +853 New
CCIA
300
Cherry Creek Investment Advisors
Colorado
$267K +$267K +844 New
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12
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