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Upstart Holdings

490 hedge funds and large institutions have $4.42B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 245 increasing their positions, 73 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
7.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
123
Increased
245
Reduced
73
Closed
98
Calls
$1.32B
Puts
$1.67B
Net Calls
-$353M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
JF
326
Jump Financial
Illinois
$225K -$2.32M -21,291 -91%
SAM
327
Simplify Asset Management
Nevada
$224K +$224K +2,050 New
EDRIA
328
Edmonds Duncan Registered Investment Advisors
Kansas
$222K -$22.5K -207 -9%
CAMG
329
CWA Asset Management Group
Florida
$222K +$222K +2,035 New
PIP
330
Permian Investment Partners
Texas
$219K +$219K +2,011 New
LFM
331
LGT Fund Management
Liechtenstein
$218K
NCM
332
Novare Capital Management
North Carolina
$218K +$218K +2,000 New
CA
333
Cetera Advisors
Colorado
$216K +$216K +1,978 New
BCM
334
BlueCrest Capital Management
Jersey
$215K -$20.2M -184,486 -99%
GLA
335
Good Life Advisors
Pennsylvania
$215K +$215K +1,969 New
PRC
336
Pearl River Capital
Michigan
$214K +$214K +1,966 New
VWM
337
Venturi Wealth Management
Texas
$212K +$32.8K +300 +18%
VIA
338
Vident Investment Advisory
Georgia
$209K +$209K +1,924 New
IC
339
Intersect Capital
California
$205K +$54.5K +500 +36%
Brown Advisory
340
Brown Advisory
Maryland
$204K +$53K +486 +35%
SMDAM
341
Sumitomo Mitsui DS Asset Management
Japan
$203K +$203K +1,861 New
MMA
342
Miracle Mile Advisors
California
$203K +$203K +1,861 New
Marshall Wace
343
Marshall Wace
United Kingdom
$201K -$518K -4,730 -72%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$200K +$90.4K +830 +82%
Daiwa Securities Group
345
Daiwa Securities Group
Japan
$196K +$87.1K +800 +80%
PMFA
346
Plante Moran Financial Advisors
Michigan
$193K +$171K +1,566 +783%
EMFAT
347
Emerald Mutual Fund Advisers Trust
Pennsylvania
$191K +$191K +1,750 New
Russell Investments Group
348
Russell Investments Group
United Kingdom
$187K +$122K +1,125 +188%
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$176K +$88.9K +817 +102%
CAGAS
350
Capital Advisory Group Advisory Services
Minnesota
$174K +$174K +1,599 New