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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 %
AIM
376
Anchor Investment Management
South Carolina
$21.3K +$13.8K +91 +182%
WOC
377
West Oak Capital
California
$19K +$3.8K +25 +25%
Allspring Global Investments
378
Allspring Global Investments
North Carolina
$19K +$19K +130 New
CT
379
Clearstead Trust
Maine
$17K -$304 -2 -2%
SOW
380
State of Wyoming
Wyoming
$17K +$17K +112 New
HFM
381
Harvest Fund Management
China
$16K -$12.3K -81 -44%
S
382
SignatureFD
Georgia
$16K -$8.31K -54 -34%
CFA
383
Carroll Financial Associates
North Carolina
$16K +$906 +6 +6%
CA
384
Cornerstone Advisory
Maryland
$16K +$16K +104 New
SWM
385
Sugarloaf Wealth Management
Georgia
$15K -$3.75K -25 -20%
PFBT
386
Parkside Financial Bank & Trust
Missouri
$15K -$3K -20 -17%
HWA
387
Heritage Wealth Advisors
Virginia
$15K +$15K +100 New
TWM
388
Tradition Wealth Management
Minnesota
$15K +$15K +100 New
AIP
389
Ahrens Investment Partners
Louisiana
$15K +$15K +100 New
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +100 New
Koshinski Asset Management
391
Koshinski Asset Management
Illinois
$14.4K
CHA
392
Carmichael Hill & Associates
Maryland
$14K +$6.47K +43 +86%
CCMW
393
Cypress Capital Management (Wyoming)
Wyoming
$14K +$14K +95 New
HWA
394
HHM Wealth Advisors
Tennessee
$13K +$3.63K +24 +39%
HWM
395
Holloway Wealth Management
Florida
$12K -$26K
CA
396
Clearstead Advisors
Ohio
$12K +$7.95K +53 +196%
EWM
397
Evermay Wealth Management
Virginia
$11K -$3.67K -25 -25%
HNB
398
Huntington National Bank
Ohio
$10K +$2.06K +13 +26%
CAL
399
Capital Analysts LLC
Pennsylvania
$10K +$10K +63 New
CA
400
CoreCap Advisors
Michigan
$10K +$10K +65 New