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Upstart Holdings

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
376
M Holdings Securities
Oregon
-$699K -6,407 Closed
OPERF
377
Oregon Public Employees Retirement Fund
Oregon
-$678K -6,215 Closed
TFA
378
Teamwork Financial Advisors
Texas
-$663K -6,076 Closed
GHC
379
Graham Holdings Company
Virginia
-$638K -5,846 Closed
BRWM
380
B. Riley Wealth Management
Tennessee
-$625K -5,729 Closed
CC
381
Corton Capital
Ontario, Canada
-$623K -5,711 Closed
X
382
Xponance
Pennsylvania
-$606K -5,553 Closed
ACM
383
ACT Capital Management
Pennsylvania
-$600K -5,500 Closed
ISWM
384
Independent Solutions Wealth Management
New York
-$600K -5,498 Closed
II
385
IFM Investors
Australia
-$585K -5,361 Closed
SFA
386
Souders Financial Advisors
Ohio
-$555K -5,089 Closed
MAM
387
Morse Asset Management
Connecticut
-$549K -5,030 Closed
BOH
388
Bank of Hawaii
Hawaii
-$544K -4,990 Closed
AFA
389
Abacus FCF Advisors
Florida
-$513K -4,706 Closed
DF
390
Donoghue Forlines
Massachusetts
-$513K -4,706 Closed
Los Angeles Capital Management
391
Los Angeles Capital Management
California
-$503K -4,607 Closed
LNC
392
Lincoln National Corp
Pennsylvania
-$503K -4,604 Closed
SM
393
Sciencast Management
New Jersey
-$438K -4,574 Closed
TI
394
Tidal Investments
Wisconsin
-$489K -4,483 Closed
CSIA
395
Charles Schwab Investment Advisory
California
-$477K -4,371 Closed
SI
396
Stephens Inc
Arkansas
-$470K -4,310 Closed
SGA
397
Seaport Global Advisors
Massachusetts
-$464K -4,257 Closed
AR
398
Advisory Research
Illinois
-$458K -4,196 Closed
WWM
399
Western Wealth Management
Colorado
-$456K -4,186 Closed
ProShare Advisors
400
ProShare Advisors
Maryland
-$457K -4,185 Closed