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Upstart Holdings

473 hedge funds and large institutions have $5.82B invested in Upstart Holdings in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 204 increasing their positions, 73 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+51
Holders Change %
+12.09%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.12%
New
164
Increased
204
Reduced
73
Closed
109
Calls
$997M
Puts
$1.19B
Net Calls
-$189M
Net Calls Change
-$677M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
351
Focused Wealth Management
New York
$48K +$48K +320 New
Fuller & Thaler Asset Management
352
Fuller & Thaler Asset Management
California
$47K -$14M -92,483 -100%
National Bank of Canada
353
National Bank of Canada
Quebec, Canada
$47K +$47K +313 New
JWM
354
Janiczek Wealth Management
Colorado
$46K +$46K +305 New
CCM
355
Cribstone Capital Management
Maine
$45K
EW
356
Evoke Wealth
California
$45K +$8.25K +55 +22%
Man Group
357
Man Group
United Kingdom
$45K +$45K +295 New
RA
358
Rise Advisors
New York
$40.1K +$40.1K +265 New
BFC
359
Bedel Financial Consulting
Indiana
$40K +$2.12K +14 +6%
FAG
360
Fortitude Advisory Group
Washington
$38K +$38K +250 New
KCM
361
KRS Capital Management
Michigan
$38K +$38K +255 New
VI
362
Vestcor Inc
New Brunswick, Canada
$36K +$36K +240 New
PCM
363
Penserra Capital Management
California
$33K -$4.64M -31,379 -99%
JWA
364
JFS Wealth Advisors
Pennsylvania
$30K -$7.5K -50 -20%
TFGT
365
TS Financial Group (TSFG)
Illinois
$30K
CTC
366
Central Trust Company
Missouri
$30K +$15K +100 +100%
PMFA
367
Plante Moran Financial Advisors
Michigan
$30K +$30K +200 New
CFGS
368
Concourse Financial Group Securities
Alabama
$29K +$8.13K +53 +39%
TSWM
369
Tyler-Stone Wealth Management
Ohio
$26K +$26K +173 New
Bank Julius Baer & Co
370
Bank Julius Baer & Co
Switzerland
$26K +$26K +175 New
OF
371
Outfitter Financial
Maine
$25K +$25K +165 New
WWM
372
Wagner Wealth Management
South Carolina
$24K +$10.5K +70 +78%
NL
373
NVWM LLC
Pennsylvania
$24K +$14.8K +100 +161%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$24K +$24K +159 New
ATC
375
Adirondack Trust Company
New York
$23K