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Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ODG
326
O'Dell Group
Ohio
$41 +$41 +1 New
FSWA
327
Financial Synergies Wealth Advisors
Texas
$27 -$14 -1 -33%
IPW
328
Impact Partnership Wealth
Georgia
$22
FCM
329
Freshford Capital Management
New York
-$6.24M -218,468 Closed
TSS
330
Two Sigma Securities
New York
-$3.04M -106,643 Closed
BCM
331
Basswood Capital Management
New York
-$2.53M -88,794 Closed
State of New Jersey Common Pension Fund D
332
State of New Jersey Common Pension Fund D
New Jersey
-$2.14M -74,959 Closed
TI
333
Trexquant Investment
Connecticut
-$1.53M -53,575 Closed
RF
334
Rollins Financial
Georgia
-$1.08M -37,692 Closed
American Century Companies
335
American Century Companies
Missouri
-$796K -27,897 Closed
PRC
336
Pearl River Capital
Michigan
-$627K -21,957 Closed
QC
337
Quadrature Capital
United Kingdom
-$535K -18,745 Closed
VF
338
Virtu Financial
New York
-$470K -16,457 Closed
JF
339
Jump Financial
Illinois
-$434K -15,200 Closed
Point72 Asset Management
340
Point72 Asset Management
Connecticut
-$373K -13,084 Closed
Belvedere Trading
341
Belvedere Trading
Illinois
-$276K -9,682 Closed
MMPW
342
Mitchell McLeod Pugh & Williams
Alabama
-$210K -7,375 Closed
HIIFS
343
Harel Insurance Investments & Financial Services
Israel
-$155K -5,440 Closed
DekaBank Deutsche Girozentrale
344
DekaBank Deutsche Girozentrale
Germany
-$51K -1,799 Closed
Lazard Asset Management
345
Lazard Asset Management
New York
-$51K -1,799 Closed
FCMT
346
Founders Capital Management (Texas)
Texas
-$17.1K -600 Closed
WWP
347
WR Wealth Planners
Missouri
-$12.2K -429 Closed
AAM
348
Advisors Asset Management
Colorado
-$10.6K -371 Closed
SCA
349
Stonebridge Capital Advisors
Minnesota
-$6.56K -230 Closed
FAM
350
Flaharty Asset Management
Florida
-$5.71K -200 Closed