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Upstart Holdings

473 hedge funds and large institutions have $5.82B invested in Upstart Holdings in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 204 increasing their positions, 73 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+51
Holders Change %
+12.09%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.12%
New
164
Increased
204
Reduced
73
Closed
109
Calls
$997M
Puts
$1.19B
Net Calls
-$189M
Net Calls Change
-$677M
Name Holding Trade Value Shares
Change
Shares
Change %
EL
301
Essex LLC
Illinois
$242K
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$65.2K +431 +37%
WMA
303
Wealth Management Associates
New Jersey
$238K +$26.8K +177 +13%
EDRIA
304
Edmonds Duncan Registered Investment Advisors
Kansas
$238K +$35.1K +331 +17%
JWCA
305
J.W. Cole Advisors
Florida
$235K +$40.5K +268 +21%
XS
306
XR Securities
Illinois
$229K +$229K +1,514 New
BCA
307
Bay Colony Advisors
Massachusetts
$228K +$87.9K +580 +63%
AIM
308
Arcadia Investment Management
Michigan
$228K +$228K +1,507 New
HCMT
309
Highland Capital Management (Tennessee)
Tennessee
$227K +$227K +1,500 New
CLOS
310
Compagnie Lombard Odier SCmA
Switzerland
$226K +$135K +890 +148%
SSCA
311
South Shore Capital Advisors
Massachusetts
$226K +$226K +1,493 New
Impax Asset Management Group
312
Impax Asset Management Group
United Kingdom
$224K +$224K +1,481 New
HH
313
Hilltop Holdings
Texas
$221K +$221K +1,460 New
Brown Advisory
314
Brown Advisory
Maryland
$210K +$210K +1,386 New
AA
315
ALPS Advisors
Colorado
$209K +$4.24K +28 +2%
IC
316
Intersect Capital
California
$209K +$96.5K +637 +86%
PA
317
PFG Advisors
Arizona
$209K +$209K +1,380 New
RG
318
Rathbones Group
United Kingdom
$207K +$207K +1,367 New
MCP
319
Mirador Capital Partners
California
$204K +$204K +1,350 New
IF
320
Insight Folios
North Carolina
$203K +$203K +1,342 New
CL
321
CSS LLC
Illinois
$202K
BWP
322
Baldwin Wealth Partners
Massachusetts
$182K
SPIA
323
Steward Partners Investment Advisory
New York
$176K -$257K -1,701 -59%
Skandinaviska Enskilda Banken (SEB)
324
Skandinaviska Enskilda Banken (SEB)
Sweden
$171K +$171K +1,100 New
LOIM
325
Liberty One Investment Management
Illinois
$165K +$165K +1,092 New