UPST icon

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 %
VCA
276
Verdence Capital Advisors
Maryland
$306K -$178K -1,178 -37%
SSG
277
Summit Securities Group
New York
$303K -$985K -6,500 -76%
LFM
278
LGT Fund Management
Liechtenstein
$303K +$303K +2,000 New
CC
279
Commons Capital
Massachusetts
$303K +$303K +2,000 New
FHA
280
Flagship Harbor Advisors
Massachusetts
$303K +$303K +2,005 New
FFA
281
First Foundation Advisors
California
$302K +$11.6K +77 +4%
CMI
282
Clare Market Investments
Texas
$301K +$176K +1,160 +140%
MSAM
283
Moloney Securities Asset Management
Missouri
$299K -$11.9K -79 -4%
Envestnet Asset Management
284
Envestnet Asset Management
Illinois
$289K -$502K -3,324 -63%
PFA
285
Paradigm Financial Advisors
Missouri
$283K +$65K +429 +30%
HI
286
Harbour Investments
Wisconsin
$279K +$193K +1,278 +225%
IWC
287
Integrated Wealth Concepts
Massachusetts
$273K +$106K +702 +64%
GC
288
Guggenheim Capital
Illinois
$269K +$153K +1,014 +132%
LA
289
Legacy Advisors
Pennsylvania
$259K
Lazard Asset Management
290
Lazard Asset Management
New York
$257K +$181K +1,201 +240%
AAS
291
Avantax Advisory Services
Texas
$256K -$7.25K -48 -3%
Prudential Financial
292
Prudential Financial
New Jersey
$255K -$4K -26 -2%
SFO
293
Stokes Family Office
Louisiana
$253K +$253K +1,675 New
Nordea Investment Management
294
Nordea Investment Management
Sweden
$252K +$252K +1,631 New
SAM
295
Shell Asset Management
Netherlands
$251K +$1.36K +9 +0.5%
OC
296
Oppenheimer & Co
New York
$250K +$87K +575 +53%
VWM
297
Venturi Wealth Management
Texas
$248K +$81.7K +540 +49%
JRP
298
Jasper Ridge Partners
California
$245K
SWM
299
Spire Wealth Management
Virginia
$245K +$89K +537 +57%
WWM
300
Western Wealth Management
Colorado
$244K +$244K +1,616 New