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Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
SG Americas Securities
New York
$14.8M
3
ACL
Azora Capital LP
Florida
$6.22M
4
FCM
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$0
2
Coatue Management
Coatue Management
New York
$34.6M
3
SCM
Steadfast Capital Management
New York
$0
4
Amundi
Amundi
France
$47K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
301
Kore Private Wealth
New York
– -$553K -17,500 Closed
Vontobel Holding
302
Vontobel Holding
Switzerland
– -$556K -17,264 Closed
N
303
Natixis
France
– -$541K -17,099 Closed
HT
304
HAP Trading
New York
– -$510K -16,123 Closed
Nomura Asset Management
305
Nomura Asset Management
Japan
– -$494K -15,610 Closed
Toronto Dominion Bank
306
Toronto Dominion Bank
Ontario, Canada
– -$474K -15,002 Closed
BRWA
307
B. Riley Wealth Advisors
Florida
– -$474K -14,973 Closed
UIM
308
USS Investment Management
United Kingdom
– -$366K -11,579 Closed
SPC
309
Sigma Planning Corp
Michigan
– -$357K -11,296 Closed
GIA
310
Gladstone Institutional Advisory
Florida
– -$340K -10,751 Closed
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
– -$336K -10,616 Closed
WS
312
Wedbush Securities
California
– -$334K -10,568 Closed
Dimensional Fund Advisors
313
Dimensional Fund Advisors
Texas
– -$321K -10,149 Closed
BCM
314
Bayesian Capital Management
New York
– -$316K -10,000 Closed
SWP
315
Stratos Wealth Partners
Ohio
– -$311K -9,836 Closed
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
– -$309K -9,761 Closed
Principal Financial Group
317
Principal Financial Group
Iowa
– -$307K -9,692 Closed
Handelsbanken Fonder
318
Handelsbanken Fonder
Sweden
– -$304K -9,600 Closed
Baird Financial Group
319
Baird Financial Group
Wisconsin
– -$298K -9,416 Closed
DADC
320
D.A. Davidson & Co
Montana
– -$279K -8,831 Closed
GKWIM
321
Gerber Kawasaki Wealth & Investment Management
California
– -$259K -8,205 Closed
NAM
322
Nissay Asset Management
Japan
– -$259K -8,203 Closed
VPIM
323
Vanguard Personalized Indexing Management
California
– -$258K -8,145 Closed
Truist Financial
324
Truist Financial
North Carolina
– -$253K -8,036 Closed
SFWC
325
Strategic Family Wealth Counselors
New Jersey
– -$253K -7,992 Closed
11 12
13
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