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Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
276
Sound Income Strategies
Florida
$716 +$716 +20 New
GI
277
Gradient Investments
Minnesota
$680
CHA
278
Carmichael Hill & Associates
Maryland
$645
IHWM
279
Iron Horse Wealth Management
Iowa
$537
PFBT
280
Parkside Financial Bank & Trust
Missouri
$502
HNB
281
Huntington National Bank
Ohio
$466
TFM
282
TFC Financial Management
Massachusetts
$430 +$430 +12 New
GWS
283
Glassman Wealth Services
Virginia
$394 +$394 +11 New
GCM
284
Gables Capital Management
Florida
$358
CP
285
Castleview Partners
Texas
$358
IRC
286
Investors Research Corp
Georgia
$179
RAM
287
Riggs Asset Management
Pennsylvania
$144
GJIA
288
Glass Jacobson Investment Advisors
Maryland
$144 +$144 +4 New
CFGS
289
Concourse Financial Group Securities
Alabama
$143 -$3.58K -100 -96%
CPG
290
Cornerstone Planning Group
New Jersey
$143 +$143 +4 New
FSWA
291
Financial Synergies Wealth Advisors
Texas
$108
NC
292
NewSquare Capital
Pennsylvania
$107
ODG
293
O'Dell Group
Ohio
$36 +$36 +1 New
Millennium Management
294
Millennium Management
New York
-$2.74M -172,341 Closed
HF
295
HRT Financial
New York
-$2.44M -153,541 Closed
BPC
296
Banque Pictet & Cie
Switzerland
-$1.45M -91,000 Closed
GIP
297
Greatmark Investment Partners
Georgia
-$1.19M -75,000 Closed
SC
298
Sculptor Capital
New York
-$1.11M -70,000 Closed
CSS
299
Cubist Systematic Strategies
Connecticut
-$1.01M -63,294 Closed
CF
300
Cantor Fitzgerald
New York
-$710K -50,000 Closed