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Upstart Holdings
UPST

Overview Fund Activity

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M

Top Buyers

1
Coatue Management
Coatue Management
New York
+$74.7M
2
BlackRock
BlackRock
New York
+$22.7M
3
Morgan Stanley
Morgan Stanley
New York
+$19.4M
4
Norges Bank
Norges Bank
Norway
+$12.8M
5
State Street
State Street
Massachusetts
+$11.2M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$110M
2
VVP
Vulcan Value Partners
Alabama
-$103M
3
AIM
Artemis Investment Management
United Kingdom
-$68.8M
4
FAM
Fred Alger Management
New York
-$49.1M
5
BC
BIT Capital
Germany
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
326
Financial Synergies Wealth Advisors
Texas
$64 +$64 +2 New
RDIA
327
RE Dickinson Investment Advisors
Iowa
$2 – +1 +2%
Allianz Asset Management
328
Allianz Asset Management
Germany
– -$110M -1,005,087 Closed
AIM
329
Artemis Investment Management
United Kingdom
– -$68.8M -632,025 Closed
KP
330
Kuvari Partners
United Kingdom
– -$32.4M -296,738 Closed
Capital International Investors
331
Capital International Investors
California
– -$28.7M -262,635 Closed
VC
332
Vestor Capital
Illinois
– -$10.9M -99,738 Closed
PWP
333
Pursue Wealth Partners
California
– -$8.66M -90,832 Closed
Group One Trading
334
Group One Trading
Illinois
– -$9.67M -88,670 Closed
Voloridge Investment Management
335
Voloridge Investment Management
Florida
– -$9.04M -82,905 Closed
GH
336
GAM Holding
Switzerland
– -$8.68M -79,600 Closed
First Trust Advisors
337
First Trust Advisors
Illinois
– -$6.58M -60,338 Closed
ACM
338
Atika Capital Management
New York
– -$6.56M -60,100 Closed
TI
339
Trexquant Investment
Connecticut
– -$6M -54,973 Closed
Man Group
340
Man Group
United Kingdom
– -$5.52M -50,631 Closed
ARC
341
Advisor Resource Council
Texas
– -$4.92M -45,065 Closed
PCH
342
Polar Capital Holdings
United Kingdom
– -$4.51K -41,350 Closed
SEI Investments
343
SEI Investments
Pennsylvania
– -$4.29M -39,317 Closed
Capital Fund Management (CFM)
344
Capital Fund Management (CFM)
France
– -$4.25M -38,987 Closed
TSS
345
Two Sigma Securities
New York
– -$4.16M -38,099 Closed
FC
346
FORA Capital
Florida
– -$3.89M -34,106 Closed
HF
347
HRT Financial
New York
– -$3.48M -31,891 Closed
P
348
Paradiem
Louisiana
– -$2.73M -29,956 Closed
Simplex Trading
349
Simplex Trading
Illinois
– -$2.91M -26,690 Closed
RPI
350
Railway Pension Investments
United Kingdom
– -$2.54M -23,234 Closed
12 13
14
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