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Upstart Holdings

473 hedge funds and large institutions have $5.82B invested in Upstart Holdings in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 204 increasing their positions, 73 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+51
Holders Change %
+12.09%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.12%
New
164
Increased
204
Reduced
73
Closed
109
Calls
$997M
Puts
$1.19B
Net Calls
-$189M
Net Calls Change
-$677M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
326
Salem Investment Counselors
North Carolina
$159K +$53K +350 +50%
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$152K +$45K +298 +42%
AFG
328
Albion Financial Group
Utah
$151K
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$151K +$151K +1,000 New
SFM
330
Signet Financial Management
New Jersey
$151K +$151K +1,000 New
MAM
331
Meeder Asset Management
Ohio
$145K +$143K +946 +9,460%
MCM
332
Manchester Capital Management
Vermont
$142K +$127K +837 +837%
TWC
333
TD Waterhouse Canada
Ontario, Canada
$139K +$139K +847 New
AIG
334
American International Group
New York
$131K -$2.87K -19 -2%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$121K +$75.6K +500 +167%
BFEC
336
Benjamin F. Edwards & Company
Missouri
$118K -$636K -4,203 -84%
Acadian Asset Management
337
Acadian Asset Management
Massachusetts
$111K -$4.97M -33,158 -98%
OIA
338
Optimum Investment Advisors
Illinois
$110K +$85.7K +565 +353%
TRCT
339
Tower Research Capital (TRC)
New York
$107K -$794K -5,257 -88%
GWM
340
Geneos Wealth Management
Colorado
$106K +$73.5K +488 +226%
PA
341
Parallel Advisors
California
$103K +$27K +178 +36%
CFG
342
CKW Financial Group
Hawaii
$100K
WSWA
343
Warren Street Wealth Advisors
California
$94K +$94K +620 New
Russell Investments Group
344
Russell Investments Group
United Kingdom
$92K -$1.06M -6,898 -92%
TFA
345
Toth Financial Advisory
Virginia
$82K +$6.49K +43 +9%
HIA
346
Harbor Investment Advisory
Maryland
$79K
EVM
347
Eaton Vance Management
Massachusetts
$78K +$62.6K +413 +405%
TCWM
348
Total Clarity Wealth Management
Illinois
$74K +$1.67K +11 +2%
APP
349
Alpha Paradigm Partners
Illinois
$58K -$131K -864 -69%
IA
350
IFP Advisors
Florida
$53K -$66.3K -443 -56%