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Upstart Holdings

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
376
Allworth Financial
California
$26K +$26K +82 New
NL
377
NVWM LLC
Pennsylvania
$20K
HWA
378
HHM Wealth Advisors
Tennessee
$20K +$20K +62 New
Credit Agricole
379
Credit Agricole
France
$19K +$19K +60 New
Bessemer Group
380
Bessemer Group
New Jersey
$19K +$19K +60 New
TAM
381
Tucker Asset Management
Colorado
$17.4K +$17.4K +54 New
HNB
382
Huntington National Bank
Ohio
$16K -$5.44K -17 -25%
CCM
383
Covington Capital Management
California
$16K
PGAM
384
Princeton Global Asset Management
New Jersey
$16K
CHA
385
Carmichael Hill & Associates
Maryland
$16K +$16K +50 New
PSB
386
Piscataqua Savings Bank
New Hampshire
$16K +$16K +50 New
WQ
387
Wealth Quarterback
New Jersey
$16K +$16K +50 New
AIM
388
Anchor Investment Management
South Carolina
$15.8K +$2.85K +9 +22%
EIP
389
Ellis Investment Partners
Pennsylvania
$15K +$15K +50 New
PCG
390
Private Capital Group
Connecticut
$13K +$6.19K +20 +91%
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$12K
QCG
392
Quadrant Capital Group
Ohio
$11K +$11K +34 New
CCA
393
Catalyst Capital Advisors
New York
$11K +$11K +35 New
YAL
394
Your Advocates Ltd
Texas
$9K
CA
395
Clearstead Advisors
Ohio
$9K +$5.33K +16 +145%
AWM
396
Avior Wealth Management
Nebraska
$7K +$7K +25 New
LPWM
397
Lake Point Wealth Management
Texas
$6K
AII
398
AGF Investments Inc
Ontario, Canada
$6K +$6K +19 New
AWM
399
Accel Wealth Management
Iowa
$6K +$6K +19 New
HR
400
Howe & Rusling
New York
$5K