UPST icon

Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$951M
2
VVP
Vulcan Value Partners
Alabama
+$864M
3
BlackRock
BlackRock
New York
+$367M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$365M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$263M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$353M
2
VS
VK Services
California
-$335M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$325M
4
BC
BIT Capital
Germany
-$311M
5
TP
Third Point
New York
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
301
Bayesian Capital Management
New York
$263K -$433K -1,369 -62%
CMI
302
Clare Market Investments
Texas
$263K +$263K +830 New
SM
303
Sciencast Management
New Jersey
$262K +$262K +785 New
Wealthfront Advisers
304
Wealthfront Advisers
California
$260K +$260K +822 New
IA
305
IFP Advisors
Florida
$252K +$113K +358 +82%
MA
306
Mutual Advisors
Nebraska
$251K +$251K +794 New
CA
307
Cetera Advisors
Colorado
$249K +$249K +788 New
Cetera Investment Advisers
308
Cetera Investment Advisers
Illinois
$248K -$354K -1,120 -59%
GC
309
Guggenheim Capital
Illinois
$243K +$243K +767 New
DWM
310
Dakota Wealth Management
Florida
$242K +$242K +766 New
IC
311
Intersect Capital
California
$235K +$235K +743 New
QT
312
Quantbot Technologies
New York
$231K -$441K -1,398 -66%
BCM
313
Brookstone Capital Management
Illinois
$225K +$225K +653 New
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$224K +$208K +659 +1,318%
GP
315
Geneva Partners
Wisconsin
$217K +$217K +685 New
BJL
316
Brighton Jones LLC
Washington
$210K +$210K +664 New
LWAC
317
Laurel Wealth Advisors (California)
California
$210K +$210K +665 New
BSW
318
Buckingham Strategic Wealth
Missouri
$209K +$209K +662 New
BAM
319
Belpointe Asset Management
Nevada
$205K +$205K +647 New
HIC
320
Holderness Investments Company
North Carolina
$205K +$205K +649 New
CFG
321
CKW Financial Group
Hawaii
$204K +$81.4K +272 +66%
WAM
322
World Asset Management
Michigan
$204K +$204K +644 New
HAS
323
HBW Advisory Services
California
$203K +$203K +640 New
T
324
TrueFG
Texas
$201K +$201K +625 New
PWM
325
Perigon Wealth Management
California
$200K +$200K +633 New
11 12
13
14 15