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Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
276
PayPay Securities
Japan
$3.3K -$11.7K -283 -78%
AW
277
Avion Wealth
Texas
$3K -$2.43K -51 -45%
HGERS
278
Householder Group Estate & Retirement Specialist
Arizona
$3K
Bessemer Group
279
Bessemer Group
New Jersey
$3K +$3K +85 New
PIS
280
POM Investment Strategies
North Carolina
$2.98K +$2.98K +73 New
CWM
281
Cranbrook Wealth Management
Michigan
$2.9K +$2.9K +71 New
PFBT
282
Parkside Financial Bank & Trust
Missouri
$2.62K +$2.04K +50 +357%
GRP
283
Global Retirement Partners
California
$2.5K +$365 +12 +17%
TWC
284
TD Waterhouse Canada
Ontario, Canada
$2.48K -$3.01K -74 -55%
SIS
285
Sound Income Strategies
Florida
$2.45K +$2.45K +60 New
SSB
286
Sandy Spring Bank
Maryland
$2.33K
PWMG
287
Prestige Wealth Management Group
New Jersey
$2.04K
FFL
288
Financial Freedom LLC
Ohio
$2.04K
VNA
289
Valley National Advisers
Pennsylvania
$2K +$923 +30 +86%
NL
290
NVWM LLC
Pennsylvania
$1.76K
CSC
291
Caldwell Sutter Capital
California
$1.72K +$695 +17 +68%
AIM
292
Anchor Investment Management
South Carolina
$1.68K
GC
293
Gould Capital
Washington
$1.55K
PP
294
Pacifica Partners
Canada
$1.45K
CA
295
Clearstead Advisors
Ohio
$1.43K -$1.43K -35 -50%
AT
296
Arlington Trust
Alabama
$1.43K +$1.43K +35 New
AIC
297
Archer Investment Corporation
Indiana
$1.39K +$1.39K +34 New
SS
298
Sunbelt Securities
Texas
$1.27K
NRG
299
Nemes Rush Group
Michigan
$1.27K
DJSG
300
D.J. St. Germain
Massachusetts
$1.23K