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Upstart Holdings

490 hedge funds and large institutions have $4.42B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 245 increasing their positions, 73 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
7.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
123
Increased
245
Reduced
73
Closed
98
Calls
$1.32B
Puts
$1.67B
Net Calls
-$353M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
CLOS
351
Compagnie Lombard Odier SCmA
Switzerland
$162K
SIC
352
Salem Investment Counselors
North Carolina
$159K +$44.3K +405 +39%
SAM
353
Shell Asset Management
Netherlands
$158K -$23.5K -215 -13%
MCM
354
Manchester Capital Management
Vermont
$153K +$50.5K +462 +49%
AMH
355
Apollo Management Holdings
New York
$146K +$146K +1,336 New
S
356
Seeyond
France
$139K +$139K +1,277 New
WIM
357
Westside Investment Management
California
$131K +$126K +3,420 +2,460%
BWP
358
Baldwin Wealth Partners
Massachusetts
$131K
KC
359
Knuff & Co
California
$131K +$131K +1,200 New
T
360
TCWP
Ohio
$126K +$126K +1,158 New
GWM
361
Geneos Wealth Management
Colorado
$124K +$47.8K +441 +63%
TWC
362
TD Waterhouse Canada
Ontario, Canada
$119K +$10.9K +85 +10%
C
363
Covestor
United Kingdom
$117K +$114K +1,037 +3,345%
TFGT
364
TS Financial Group (TSFG)
Illinois
$116K +$94.1K +866 +431%
AF
365
Advisornet Financial
Minnesota
$116K +$114K +1,052 +7,013%
FM
366
Freemont Management
Switzerland
$115K +$115K +1,050 New
IA
367
IFP Advisors
Florida
$110K +$97.9K +2,853 +806%
AFG
368
Albion Financial Group
Utah
$109K
WWP
369
WR Wealth Planners
Missouri
$105K +$105K +962 New
AIG
370
American International Group
New York
$99K +$4.99K +46 +5%
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$99K +$99K +909 New
National Bank of Canada
372
National Bank of Canada
Quebec, Canada
$90K +$55.9K +513 +164%
BFEC
373
Benjamin F. Edwards & Company
Missouri
$85K
OIA
374
Optimum Investment Advisors
Illinois
$83K +$3.82K +35 +5%
CFG
375
CKW Financial Group
Hawaii
$74K +$108 +1 +0.1%