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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.

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
1
JPMorgan Chase & Co
New York
$21.5M
2
Coatue Management
2
Coatue Management
New York
$26.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.57M
4
FCM
4
Freshford Capital Management
New York
$3.47M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.7M
2
Norges Bank
2
Norges Bank
Norway
$9.86M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$356K
4
LIP
4
Liontrust Investment Partners
United Kingdom
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
276
Sherbrooke Park Advisers
New York
– -$149K -11,300 Closed
BA
277
Bridgewater Associates
Connecticut
– -$133K -10,069 Closed
AA
278
Antipodean Advisors
New York
– -$132K -10,000 Closed
MCC
279
Money Concepts Capital
Florida
– -$47.2K -3,570 Closed
CM
280
Caption Management
Oklahoma
– -$26.4K -2,000 Closed
OWA
281
One Wealth Advisors
California
– -$13.2K -1,000 Closed
Belvedere Trading
282
Belvedere Trading
Illinois
– -$8.01K -606 Closed
OA
283
Operose Advisors
Wisconsin
– -$7.93K -600 Closed
EWM
284
Evermay Wealth Management
Virginia
– -$6.61K -500 Closed
Parallax Volatility Advisers
285
Parallax Volatility Advisers
California
– -$3.7K -280 Closed
HFM
286
Harvest Fund Management
China
– -$3K -239 Closed
FMTCOCP
287
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$3K -200 Closed
ACM
288
Aquatic Capital Management
Illinois
– -$1K -100 Closed
ZB
289
Zions Bancorporation
Utah
– -$1.32K -100 Closed
EWA
290
EverSource Wealth Advisors
Alabama
– -$1.26K -95 Closed
GWS
291
Glassman Wealth Services
Virginia
– -$1.22K -92 Closed
EE
292
EWG Elevate
California
– -$1.19K -90 Closed
MSCM
293
McElhenny Sheffield Capital Management
Texas
– -$8.14K -74 Closed
Credit Agricole
294
Credit Agricole
France
– -$793 -60 Closed
MWM
295
MinichMacGregor Wealth Management
New York
– -$779 -59 Closed
AWM
296
Accurate Wealth Management
Florida
– -$711 -50 Closed
CS
297
Comerica Securities
Michigan
– -$396 -30 Closed
RBC
298
Romano Brothers & Co
Illinois
– -$251 -19 Closed
RDFA
299
Ritter Daniher Financial Advisory
Ohio
– -$93 -7 Closed
KTC
300
Kistler-Tiffany Companies
Pennsylvania
– -$79 -6 Closed
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