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Upstart Holdings
UPST

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.4B
2
VVP
Vulcan Value Partners
Alabama
$1.35B
3
BlackRock
BlackRock
New York
$561M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$382M
5
WRCM
Whale Rock Capital Management
Massachusetts
$263M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.8M
2
VS
VK Services
California
$299M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M
4
BC
BIT Capital
Germany
$382M
5
TP
Third Point
New York
$3.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
401
Eagle Bay Advisors
New York
$5K – – –
KIG
402
Kowal Investment Group
Wisconsin
$5K +$5K +17 New
PCH
403
Polar Capital Holdings
United Kingdom
$4.85K -$14.1K -44,668 -74%
PWMG
404
Prestige Wealth Management Group
New Jersey
$4K +$2.29K +8 +133%
AWA
405
Arkadios Wealth Advisors
Georgia
$4K +$4K +14 New
BIA
406
Bell Investment Advisors
California
$4K +$4K +14 New
First Manhattan
407
First Manhattan
New York
$3K +$3K +10 New
MAM
408
Meeder Asset Management
Ohio
$3K +$3K +10 New
PO
409
Private Ocean
California
$3K +$3K +11 New
KTC
410
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
HCM
411
Horrell Capital Management
Arkansas
$2K +$2K +5 New
LF
412
Lee Financial
Texas
$2K +$2K +6 New
SSC
413
Syverson Strege & Co
Iowa
$2K +$2K +6 New
TCM
414
Tradewinds Capital Management
Washington
$2K +$2K +7 New
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$2K +$2K +7 New
WPA
416
West Paces Advisors
Georgia
$1.9K – – –
Walleye Capital
417
Walleye Capital
New York
$1.18K +$1.18K +3,735 New
BWM
418
BerganKDV Wealth Management
Minnesota
$1K – – –
CWA
419
Core Wealth Advisors
Florida
$1K +$1K +3 New
WIM
420
Westside Investment Management
California
$31 – – –
KXA
421
KPCB XV Associates
California
– -$79.4M -635,841 Closed
NMC
422
NEA Management Company
Maryland
– -$35.9M -287,092 Closed
Point72 Asset Management
423
Point72 Asset Management
Connecticut
– -$24M -192,100 Closed
SFM
424
Soros Fund Management
New York
– -$18.8M -150,208 Closed
TAS
425
TIFF Advisory Services
Pennsylvania
– -$21.5M -142,453 Closed
15 16
17
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