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Upstart Holdings
UPST

Overview Fund Activity

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$39.2M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$20.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$12.3M
4
FAM
4
Fred Alger Management
New York
$13.6M
5
ACL
5
Azora Capital LP
Florida
$5.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.7M
2
Jane Street
2
Jane Street
New York
$14.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$54.5M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1M
5
Bank of America
5
Bank of America
North Carolina
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CPM
301
Connective Portfolio Management
New York
– – -11,000 Closed
DA
302
Duality Advisers
Florida
– – -9,861 Closed
Qube Research & Technologies (QRT)
303
Qube Research & Technologies (QRT)
United Kingdom
– – -9,748 Closed
IAIM
304
International Assets Investment Management
Florida
– – -8,070 Closed
NWMG
305
National Wealth Management Group
Ohio
– – -7,979 Closed
VFA
306
Valeo Financial Advisors
Indiana
– – -7,431 Closed
State of Wisconsin Investment Board
307
State of Wisconsin Investment Board
Wisconsin
– – -7,363 Closed
AWS
308
Atria Wealth Solutions
New York
– – -7,327 Closed
KWA
309
Kingswood Wealth Advisors
California
– – -7,200 Closed
KNFPWM
310
Keeler & Nadler Financial Planning & Wealth Management
Ohio
– – -7,147 Closed
IIA
311
IPG Investment Advisors
California
– – -6,775 Closed
MA
312
Mezzasalma Advisors
New Jersey
– – -6,705 Closed
SSA
313
Sierra Summit Advisors
Nevada
– – -6,664 Closed
SFG
314
Synergy Financial Group
California
– – -6,588 Closed
IAA
315
Independent Advisor Alliance
North Carolina
– – -6,569 Closed
WAM
316
Wolverine Asset Management
Illinois
– – -6,441 Closed
CIBC World Market
317
CIBC World Market
Ontario, Canada
– – -6,423 Closed
IC
318
IEQ Capital
California
– – -6,394 Closed
LOIM
319
Liberty One Investment Management
Illinois
– – -6,013 Closed
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
– – -5,766 Closed
Prudential Financial
321
Prudential Financial
New Jersey
– – -5,695 Closed
GAM
322
Gotham Asset Management
New York
– – -5,525 Closed
QCM
323
QRG Capital Management
Illinois
– – -5,355 Closed
NL
324
NWAM LLC
Washington
– – -5,340 Closed
Wealth Enhancement Advisory Services
325
Wealth Enhancement Advisory Services
Minnesota
– – -5,310 Closed
11 12
13
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