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Upstart Holdings
UPST

Overview Fund Activity

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.6M
3
Bank of America
3
Bank of America
North Carolina
$20.5M
4
SG Americas Securities
4
SG Americas Securities
New York
$13.7M
5
BlackRock
5
BlackRock
New York
$41.6M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Coatue Management
2
Coatue Management
New York
$11M
3
ACL
3
Azora Capital LP
Florida
$0
4
FCM
4
Freshford Capital Management
New York
$0
5
TC
5
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
301
Bridgewater Advisors
New York
– -$218K -10,500 Closed
VI
302
Versor Investments
New York
– -$215K -10,336 Closed
AWM
303
AE Wealth Management
Kansas
– -$214K -10,285 Closed
AC
304
Annandale Capital
Texas
– -$208K -10,020 Closed
IIA
305
IPG Investment Advisors
California
– -$208K -10,000 Closed
GAM
306
Griffin Asset Management
New York
– -$205K -9,877 Closed
IA
307
Inspire Advisors
Idaho
– -$201K -9,687 Closed
MIFH
308
Migdal Insurance & Financial Holdings
Israel
– -$179K -8,500 Closed
Korea Investment Corp
309
Korea Investment Corp
South Korea
– -$100K -4,810 Closed
BCM
310
Basswood Capital Management
New York
– -$96K -4,633 Closed
HCP
311
Hexagon Capital Partners
Arkansas
– -$94K -4,500 Closed
EPM
312
Equitec Proprietary Markets
Illinois
– -$89K -4,300 Closed
FM
313
Freemont Management
Switzerland
– -$44K -2,100 Closed
ETC
314
Exchange Traded Concepts
Oklahoma
– -$34K -1,626 Closed
GWSG
315
GPS Wealth Strategies Group
Colorado
– -$28K -1,353 Closed
AWM
316
Activest Wealth Management
Florida
– -$28K -1,350 Closed
BWP
317
Baldwin Wealth Partners
Massachusetts
– -$25K -1,200 Closed
S
318
Seeyond
France
– -$24K -1,185 Closed
Allspring Global Investments
319
Allspring Global Investments
North Carolina
– -$22K -1,087 Closed
SOW
320
State of Wyoming
Wyoming
– -$14K -654 Closed
HIA
321
Harbor Investment Advisory
Maryland
– -$10K -500 Closed
APP
322
Alpha Paradigm Partners
Illinois
– -$8K -382 Closed
JWA
323
JFS Wealth Advisors
Pennsylvania
– -$6K -300 Closed
HWA
324
HHM Wealth Advisors
Tennessee
– -$4K -216 Closed
FIA
325
FNY Investment Advisers
New York
– -$4K -210 Closed
10 11 12
13
14