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Upstart Holdings
UPST

266 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.97% less ownership

Funds ownership: 38.9% → 35.93% (-3%)

13% less funds holding

Funds holding: 305 → 266 (-39)

15% less call options, than puts

Call options by funds: $228M | Put options by funds: $269M

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

40% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 86

41% less capital invested

Capital invested by funds: $657M → $389M (-$268M)

Holders
266
Holders Change
-39
Holders Change %
-12.79%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
52
Increased
66
Reduced
86
Closed
86
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$8.38M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$7.43M
3
Bank of America
Bank of America
North Carolina
+$7.22M
4
SG Americas Securities
SG Americas Securities
New York
+$6.2M
5
BlackRock
BlackRock
New York
+$5.29M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$20.8M
2
Coatue Management
Coatue Management
New York
-$16.1M
3
ACL
Azora Capital LP
Florida
-$6.22M
4
FCM
Freshford Capital Management
New York
-$5.92M
5
TC
TwinBeech Capital
New York
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
326
Alpha Paradigm Partners
Illinois
– -$8K -382 Closed
JWA
327
JFS Wealth Advisors
Pennsylvania
– -$6K -300 Closed
HWA
328
HHM Wealth Advisors
Tennessee
– -$4K -216 Closed
FIA
329
FNY Investment Advisers
New York
– -$4K -210 Closed
OLVIG
330
Oliver Lagore Vanvalin Investment Group
Michigan
– -$3K -150 Closed
MAM
331
Meeder Asset Management
Ohio
– -$3K -128 Closed
MA
332
MUFG Americas
New York
– -$3K -125 Closed
FCG
333
Financial Connections Group
California
– -$1K -80 Closed
EC
334
Elequin Capital
New York
– -$1K -35 Closed
MAM
335
Marquette Asset Management
Minnesota
– -$1K -35 Closed
MS
336
Mizuho Securities
Japan
– -$1K -32 Closed
AWM
337
Atticus Wealth Management
Florida
– -$1K -24 Closed
VWM
338
Valley Wealth Managers
New Jersey
– -$232 -12 Closed
BTI
339
Blue Trust Inc
Georgia
– +$135 +7 +41%
JSAM
340
J. Safra Asset Management
New York
– +$193 +10 New
IHWM
341
Iron Horse Wealth Management
Iowa
– +$290 +15 New
10 11 12 13
14

UPST Hedge Fund Activity: Q4 2022 in Review

266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2022, worth a combined $389M — down 41% from $657M a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of UPST and 52 opened new positions — a net loss of 34 holders — while 86 trimmed existing stakes and 66 added.

The largest buyer was Goldman Sachs, adding an estimated $8.38M. The largest seller was Viking Global Investors, exiting entirely with an estimated $20.8M sold.

  • 266 institutional investors held Upstart Holdings (UPST) as of Q4 2022, down from 305 in Q3 2022.
  • Funds reported $389M of Upstart Holdings stock for Q4 2022, down 41% quarter-over-quarter.
  • 52 funds opened new Upstart Holdings positions in Q4 2022 and 86 closed out, a net change of -34 holders.
  • The largest Upstart Holdings buyer in Q4 2022 was Goldman Sachs, an estimated $8.38M added.
  • The largest Upstart Holdings seller in Q4 2022 was Viking Global Investors, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2022.