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Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
SG Americas Securities
New York
$14.8M
3
ACL
Azora Capital LP
Florida
$6.22M
4
FCM
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$0
2
Coatue Management
Coatue Management
New York
$34.6M
3
SCM
Steadfast Capital Management
New York
$0
4
Amundi
Amundi
France
$47K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
326
NewEdge Advisors
Louisiana
– -$252K -7,959 Closed
URS
327
Utah Retirement Systems
Utah
– -$248K -7,847 Closed
BCIM
328
British Columbia Investment Management
British Columbia, Canada
– -$247K -7,798 Closed
MMPW
329
Mitchell McLeod Pugh & Williams
Alabama
– -$233K -7,375 Closed
PAM
330
Panagora Asset Management
Massachusetts
– -$232K -7,348 Closed
MA
331
Mezzasalma Advisors
New Jersey
– -$230K -7,269 Closed
Swedbank
332
Swedbank
Sweden
– -$223K -7,041 Closed
BA
333
Bridgewater Associates
Connecticut
– -$218K -6,910 Closed
Stifel Financial
334
Stifel Financial
Missouri
– -$200K -6,304 Closed
WBC
335
Westpac Banking Corp
Australia
– -$169K -5,329 Closed
DekaBank Deutsche Girozentrale
336
DekaBank Deutsche Girozentrale
Germany
– -$165K -5,211 Closed
DFCM
337
Dark Forest Capital Management
Puerto Rico
– -$164K -5,176 Closed
UB
338
UMB Bank
Missouri
– -$101K -3,183 Closed
Daiwa Securities Group
339
Daiwa Securities Group
Japan
– -$95K -3,000 Closed
HSA
340
Hussman Strategic Advisors
Maryland
– -$82K -2,600 Closed
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
– -$82K -2,584 Closed
Macquarie Group
342
Macquarie Group
Australia
– -$52K -1,653 Closed
VI
343
Vestcor Inc
New Brunswick, Canada
– -$49K -1,565 Closed
SIC
344
Salem Investment Counselors
North Carolina
– -$22K -700 Closed
PMFA
345
Plante Moran Financial Advisors
Michigan
– -$19K -609 Closed
SWM
346
SeaCrest Wealth Management
New York
– -$16K -512 Closed
AW
347
ACG Wealth
Georgia
– -$6K -205 Closed
LFG
348
Larson Financial Group
Missouri
– -$6K -187 Closed
WWM
349
Wagner Wealth Management
South Carolina
– -$5K -160 Closed
CA
350
CoreCap Advisors
Michigan
– -$4K -113 Closed
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