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Upstart Holdings
UPST

Overview Fund Activity

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$26.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$33.2M
3
State Street
3
State Street
Massachusetts
$53.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.55M
5
BlackRock
5
BlackRock
New York
$134M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$21M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$362K
4
Morgan Stanley
4
Morgan Stanley
New York
$34.9M
5
Barclays
5
Barclays
United Kingdom
$3.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
276
Cubist Systematic Strategies
Connecticut
– -$1.08M -39,981 Closed
AIG
277
American International Group
New York
– -$984K -36,599 Closed
Verition Fund Management
278
Verition Fund Management
Connecticut
– -$905K -33,670 Closed
HH
279
Hilltop Holdings
Texas
– -$742K -27,610 Closed
LFAS
280
Level Four Advisory Services
Texas
– -$1.05M -25,763 Closed
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
– -$408K -15,189 Closed
WS
282
Wedbush Securities
California
– -$366K -13,605 Closed
HF
283
HRT Financial
New York
– -$300K -11,189 Closed
MTIM
284
Marathon Trading Investment Management
Pennsylvania
– -$296K -11,000 Closed
XT
285
XTX Topco
Cayman Islands
– -$287K -10,663 Closed
Walleye Capital
286
Walleye Capital
New York
– -$256K -9,517 Closed
Capstone Investment Advisors
287
Capstone Investment Advisors
New York
– -$227K -8,438 Closed
SFWC
288
Strategic Family Wealth Counselors
New Jersey
– -$215K -7,992 Closed
GCM
289
Graham Capital Management
Connecticut
– -$210K -7,808 Closed
MLICM
290
Metropolitan Life Insurance Company (MetLife)
New York
– -$108K -4,021 Closed
GI
291
GS Investments
Minnesota
– -$53.8K -2,000 Closed
BBHC
292
Brown Brothers Harriman & Co
New York
– -$22.9K -850 Closed
CPG
293
Custom Portfolio Group
Colorado
– -$13K -482 Closed
BMC
294
Bear Mountain Capital
Washington
– -$8.28K -369 Closed
VL
295
Vima LLC
Michigan
– -$2.99K -188 Closed
T. Rowe Price Investment Management
296
T. Rowe Price Investment Management
Maryland
– -$5K -151 Closed
AAG
297
Armstrong Advisory Group
Massachusetts
– -$6.13K -150 Closed
MIM
298
Macroview Investment Management
Maryland
– -$2.69K -100 Closed
MAM
299
Marquette Asset Management
Minnesota
– -$1.35K -50 Closed
BGAI
300
Bruce G. Allen Investments
Colorado
– -$1.35K -50 Closed
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