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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 %
WA
276
Wealth Advisors
California
$379K +$28.2K +259 +8%
PP
277
Paloma Partners
Connecticut
$378K -$824K -7,557 -69%
BCM
278
Bayesian Capital Management
New York
$377K +$377K +3,453 New
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$376K +$1.31K +12 +0.3%
Zurich Cantonal Bank
280
Zurich Cantonal Bank
Switzerland
$376K +$71.4K +655 +23%
KMWM
281
Keudell/Morrison Wealth Management
Oregon
$376K +$98.1K +900 +35%
WCM
282
Washburn Capital Management
Florida
$375K -$16.4K -150 -4%
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$375K
ETC
284
Exchange Traded Concepts
Oklahoma
$371K +$21.4K +196 +6%
William Blair & Company
285
William Blair & Company
Illinois
$351K +$351K +3,218 New
CCIA
286
Cherry Creek Investment Advisors
Colorado
$350K +$42.2K +386 +14%
MIM
287
MetLife Investment Management
New Jersey
$339K +$339K +3,109 New
Truist Financial
288
Truist Financial
North Carolina
$339K +$339K +3,102 New
CCM
289
Coldstream Capital Management
Washington
$333K +$95.5K +875 +40%
RPC
290
Rossmore Private Capital
Connecticut
$332K
SG
291
StoneX Group
New York
$329K +$73.5K +674 +29%
OAM
292
Oppenheimer Asset Management
New York
$328K +$328K +3,010 New
WSWA
293
Warren Street Wealth Advisors
California
$327K +$259K +2,380 +384%
EW
294
Evoke Wealth
California
$327K +$294K +2,700 +900%
BFM
295
Boothbay Fund Management
New York
$327K +$327K +3,000 New
GCM
296
Gables Capital Management
Florida
$325K -$2.18K -20 -0.7%
Aviva
297
Aviva
United Kingdom
$324K +$324K +2,973 New
TSWM
298
Tyler-Stone Wealth Management
Ohio
$321K +$302K +2,774 +1,603%
TFS
299
Thoroughbred Financial Services
Tennessee
$318K +$318K +2,919 New
AWM
300
Axxcess Wealth Management
California
$313K +$313K +2,867 New