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Upstart Holdings

490 hedge funds and large institutions have $4.42B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 245 increasing their positions, 73 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
7.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
123
Increased
245
Reduced
73
Closed
98
Calls
$1.32B
Puts
$1.67B
Net Calls
-$353M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
401
SJS Investment Consulting
Ohio
$25K +$25K +233 New
FMTCOCP
402
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K +$22K +200 New
HFA
403
HC Financial Advisors
California
$20K +$20K +180 New
LFG
404
Larson Financial Group
Missouri
$20K +$20K +187 New
CCA
405
Column Capital Advisors
Indiana
$19K +$15.5K +145 +439%
HNB
406
Huntington National Bank
Ohio
$18K +$11K +100 +159%
HFS
407
Hantz Financial Services
Michigan
$18K +$18K +161 New
MAM
408
Meeder Asset Management
Ohio
$16K -$86.7K -807 -84%
ATC
409
Adirondack Trust Company
New York
$16K
AIM
410
Anchor Investment Management
South Carolina
$15.4K
AWM
411
Avior Wealth Management
Nebraska
$15K +$12.4K +120 +480%
MIM
412
Macroview Investment Management
Maryland
$15K +$15K +137 New
CFGS
413
Concourse Financial Group Securities
Alabama
$14K -$6.05K -57 -30%
GWS
414
Glassman Wealth Services
Virginia
$14K +$10.7K +99 +319%
HWA
415
HHM Wealth Advisors
Tennessee
$13K +$3.36K +30 +35%
SWA
416
SOA Wealth Advisors
New York
$13K +$13K +125 New
NL
417
NVWM LLC
Pennsylvania
$12K -$5.67K -52 -32%
CT
418
Clearstead Trust
Maine
$12K
AIM
419
Achmea Investment Management
Netherlands
$12K +$12K +110 New
HFM
420
Harvest Fund Management
China
$11K
HWA
421
Heritage Wealth Advisors
Virginia
$11K
PFBT
422
Parkside Financial Bank & Trust
Missouri
$11K
SWM
423
Sugarloaf Wealth Management
Georgia
$11K
OLVIG
424
Oliver Lagore Vanvalin Investment Group
Michigan
$11K +$11K +79 New
HA
425
Herold Advisors
New York
$10.9K +$10.9K +100 New