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Upstart Holdings
UPST

Overview Fund Activity

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.7M
2
Optiver Holding
2
Optiver Holding
Netherlands
$13.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$18.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.57M
5
FAM
5
Fred Alger Management
New York
$14.5M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$45.1M
2
BlackRock
2
BlackRock
New York
$143M
3
Jane Street
3
Jane Street
New York
$6.52M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$1.64M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
301
Sherbrooke Park Advisers
New York
– -$421K -11,752 Closed
CAN
302
Cetera Advisor Networks
California
– -$377K -10,524 Closed
QT
303
Quantamental Technologies
New York
– -$337K -9,405 Closed
GAM
304
Gotham Asset Management
New York
– -$317K -8,842 Closed
OTL
305
Oak Thistle LLC
New York
– -$314K -8,774 Closed
Stifel Financial
306
Stifel Financial
Missouri
– -$306K -8,540 Closed
HighTower Advisors
307
HighTower Advisors
Illinois
– -$298K -8,316 Closed
RJA
308
Raymond James & Associates
Florida
– -$293K -8,171 Closed
JFGLC
309
Johnson Financial Group LLC (Colorado)
Colorado
– -$286K -8,000 Closed
AC
310
AXQ Capital
New Jersey
– -$272K -7,600 Closed
IAA
311
Independent Advisor Alliance
North Carolina
– -$259K -7,230 Closed
CAM
312
CenterStar Asset Management
Illinois
– -$259K -7,225 Closed
VWA
313
V Wealth Advisors
Kansas
– -$241K -6,742 Closed
Vontobel Holding
314
Vontobel Holding
Switzerland
– -$236K -6,600 Closed
IC
315
IEQ Capital
California
– -$236K -6,593 Closed
Franklin Resources
316
Franklin Resources
California
– -$234K -6,530 Closed
SFG
317
Synergy Financial Group
California
– -$231K -6,446 Closed
AWS
318
Atria Wealth Solutions
New York
– -$228K -6,357 Closed
AAS
319
Avantax Advisory Services
Texas
– -$222K -6,190 Closed
PWM
320
Prosperity Wealth Management
California
– -$136K -3,807 Closed
IGWM
321
ICA Group Wealth Management
Colorado
– -$61.8K -1,726 Closed
WP
322
WealthPLAN Partners
Nebraska
– -$43K -1,200 Closed
ETC
323
Exchange Traded Concepts
Oklahoma
– -$40.9K -1,143 Closed
BAAM
324
Baker Avenue Asset Management
California
– -$19K -531 Closed
RI
325
Ridgewood Investments
New Jersey
– -$10.7K -300 Closed
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14