UPST icon

Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
SG Americas Securities
New York
$14.8M
3
ACL
Azora Capital LP
Florida
$6.22M
4
FCM
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$0
2
Coatue Management
Coatue Management
New York
$34.6M
3
SCM
Steadfast Capital Management
New York
$0
4
Amundi
Amundi
France
$47K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
351
Gradient Investments
Minnesota
– -$3K -85 Closed
EWM
352
Evermay Wealth Management
Virginia
– -$2K -75 Closed
BBPWM
353
Blue Bell Private Wealth Management
Pennsylvania
– -$2K -58 Closed
AWM
354
Avior Wealth Management
Nebraska
– -$1K -50 Closed
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
– -$1K -23 Closed
LWANC
356
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$1K -20 Closed
VVP
357
Venture Visionary Partners
Ohio
– -$537 -17 Closed
11 12 13 14
15