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Upstart Holdings

490 hedge funds and large institutions have $4.42B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 245 increasing their positions, 73 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
7.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
123
Increased
245
Reduced
73
Closed
98
Calls
$1.32B
Puts
$1.67B
Net Calls
-$353M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
301
Steward Partners Investment Advisory
New York
$312K +$185K +1,700 +146%
CCG
302
Capital CS Group
California
$304K -$35.6K -327 -10%
DAS
303
Dynamic Advisor Solutions
Arizona
$286K +$286K +2,626 New
HSA
304
Hussman Strategic Advisors
Maryland
$284K +$284K +2,600 New
IWC
305
Integrated Wealth Concepts
Massachusetts
$280K +$83.1K +763 +42%
GAM
306
Gemmer Asset Management
California
$269K +$269K +2,474 New
PWM
307
Purus Wealth Management
California
$265K +$2.95K +27 +1%
CC
308
Commons Capital
Massachusetts
$262K +$43.7K +400 +20%
LOIM
309
Liberty One Investment Management
Illinois
$260K +$141K +1,290 +118%
Canada Pension Plan Investment Board
310
Canada Pension Plan Investment Board
Ontario, Canada
$257K +$257K +2,350 New
Manulife (Manufacturers Life Insurance)
311
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K +$104K +953 +69%
AIM
312
Arcadia Investment Management
Michigan
$248K +$83.9K +770 +51%
FB
313
First Bancorp
Maine
$246K +$10.9K +100 +5%
SWM
314
Spire Wealth Management
Virginia
$246K +$84.8K +778 +53%
PIA
315
Perennial Investment Advisors
California
$245K +$4.77K +44 +2%
AIM
316
Aigen Investment Management
New York
$240K -$2.12M -19,419 -90%
IWM
317
IHT Wealth Management
Illinois
$240K +$240K +2,201 New
SSCA
318
South Shore Capital Advisors
Massachusetts
$239K +$76.4K +701 +47%
FFA
319
First Foundation Advisors
California
$237K +$19.3K +177 +9%
JWCA
320
J.W. Cole Advisors
Florida
$231K +$61.6K +566 +36%
AAS
321
Avantax Advisory Services
Texas
$230K +$43.1K +391 +23%
GC
322
Guggenheim Capital
Illinois
$229K +$34.9K +320 +18%
Nisa Investment Advisors
323
Nisa Investment Advisors
Missouri
$229K +$229K +2,100 New
GCP
324
GSA Capital Partners
United Kingdom
$228K +$228K +2,094 New
CG
325
Caprock Group
Idaho
$228K +$228K +2,094 New