UPST icon

Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$951M
2
VVP
Vulcan Value Partners
Alabama
+$864M
3
BlackRock
BlackRock
New York
+$367M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$365M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$263M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$353M
2
VS
VK Services
California
-$335M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$325M
4
BC
BIT Capital
Germany
-$311M
5
TP
Third Point
New York
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
326
Compagnie Lombard Odier SCmA
Switzerland
$190K – – –
HI
327
Harbour Investments
Wisconsin
$180K +$94.8K +299 +111%
GCM
328
Gables Capital Management
Florida
$168K +$168K +530 New
HIA
329
Harbor Investment Advisory
Maryland
$165K +$133K +420 +420%
Lazard Asset Management
330
Lazard Asset Management
New York
$158K -$474K -1,500 -75%
PA
331
Parallel Advisors
California
$158K -$7.58K -24 -5%
TFA
332
Toth Financial Advisory
Virginia
$158K +$158K +500 New
TCWM
333
Total Clarity Wealth Management
Illinois
$151K +$151K +476 New
AWM
334
Atticus Wealth Management
Florida
$127K +$127K +402 New
CAGAS
335
Capital Advisory Group Advisory Services
Minnesota
$114K +$105K +331 +1,103%
DFCM
336
Dark Forest Capital Management
Puerto Rico
$114K +$114K +359 New
SFFS
337
Stonehage Fleming Financial Services
Jersey
$111K – – –
SWA
338
SOA Wealth Advisors
New York
$101K +$14.2K +45 +16%
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$95K +$95K +300 New
CCM
340
Cribstone Capital Management
Maine
$95K +$95K +300 New
BFC
341
Bedel Financial Consulting
Indiana
$79K +$31.6K +100 +67%
JWA
342
JFS Wealth Advisors
Pennsylvania
$79K +$79K +250 New
EW
343
Evoke Wealth
California
$77K +$77K +245 New
GWM
344
Geneos Wealth Management
Colorado
$64K +$4.74K +16 +8%
TFGT
345
TS Financial Group (TSFG)
Illinois
$64K +$64K +201 New
ADL
346
Asset Dedication LLC
California
$58K +$1.61K +5 +3%
HFM
347
Harvest Fund Management
China
$58K +$58K +186 New
NFSG
348
Newbridge Financial Services Group
Florida
$53K +$53K +168 New
OIA
349
Optimum Investment Advisors
Illinois
$51K -$95.6K -300 -65%
S
350
SignatureFD
Georgia
$50K +$50K +158 New
12 13
14
15 16