UPST icon

Upstart Holdings
UPST

Overview Fund Activity

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$39.2M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$20.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$12.3M
4
FAM
4
Fred Alger Management
New York
$13.6M
5
ACL
5
Azora Capital LP
Florida
$5.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.7M
2
Jane Street
2
Jane Street
New York
$14.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$54.5M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1M
5
Bank of America
5
Bank of America
North Carolina
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MLIC
326
Mandatum Life Insurance Company
Finland
– – -5,100 Closed
HighTower Advisors
327
HighTower Advisors
Illinois
– – -5,095 Closed
OAM
328
Oppenheimer Asset Management
New York
– – -4,958 Closed
TWM
329
Tradition Wealth Management
Minnesota
– – -4,693 Closed
SOW
330
State of Wyoming
Wyoming
– – -2,805 Closed
HFM
331
Harvest Fund Management
China
– – -1,859 Closed
HCM
332
Hollencrest Capital Management
California
– – -1,500 Closed
BAM
333
BOCHK Asset Management
Hong Kong
– – -1,500 Closed
SO
334
STRS Ohio
Ohio
– – -1,400 Closed
IUHSA
335
Itau Unibanco Holding S.A.
Brazil
– – -688 Closed
PS
336
Principal Securities
Iowa
– – -553 Closed
BTI
337
Blue Trust Inc
Georgia
– – -322 Closed
NMG
338
New Millennium Group
Utah
– – -280 Closed
CFG
339
CKW Financial Group
Hawaii
– – -273 Closed
TVAMP
340
Tennessee Valley Asset Management Partners
Tennessee
– – -220 Closed
FFO
341
Fortitude Family Office
Arizona
– – -186 Closed
CIA
342
Cape Investment Advisory
Georgia
– – -104 Closed
GWS
343
Glassman Wealth Services
Virginia
– – -103 Closed
WWM
344
Wolff Wiese Magana
California
– – -100 Closed
AP
345
Aspect Partners
Virginia
– – -86 Closed
Bessemer Group
346
Bessemer Group
New Jersey
– – -85 Closed
CWM
347
Cranbrook Wealth Management
Michigan
– – -71 Closed
VNA
348
Valley National Advisers
Pennsylvania
– – -65 Closed
AT
349
Arlington Trust
Alabama
– – -35 Closed
SS
350
Sunbelt Securities
Texas
– – -31 Closed
11 12 13
14
15