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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 %
AWM
401
Apollon Wealth Management
South Carolina
-$447K -4,100 Closed
ECM
402
ExodusPoint Capital Management
New York
-$443K -4,063 Closed
AMC
403
Asset Management Corp
Illinois
-$441K -4,041 Closed
MYIA
404
Mount Yale Investment Advisors
Colorado
-$437K -4,010 Closed
DU
405
Delphia (USA)
Ontario, Canada
-$437K -4,009 Closed
RC
406
RBF Capital
California
-$457K -4,000 Closed
PM
407
Parametrica Management
Hong Kong
-$434K -3,982 Closed
CPWM
408
Cypress Point Wealth Management
Texas
-$430K -3,942 Closed
XS
409
XR Securities
Illinois
-$429K -3,929 Closed
AFC
410
AFT Forsyth & Company
Florida
-$422K -3,870 Closed
IA
411
IAM Advisory
Pennsylvania
-$417K -3,822 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
412
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$415K -3,800 Closed
TWM
413
Titus Wealth Management
California
-$411K -3,771 Closed
KFS
414
Kaizen Financial Strategies
California
-$406K -3,725 Closed
FHA
415
Flagship Harbor Advisors
Massachusetts
-$386K -3,538 Closed
Lazard Asset Management
416
Lazard Asset Management
New York
-$385K -3,536 Closed
HCA
417
Harbour Capital Advisors
Virginia
-$386K -3,535 Closed
NL
418
NWAM LLC
Washington
-$385K -3,527 Closed
KLCM
419
KG&L Capital Management
Louisiana
-$384K -3,523 Closed
PAS
420
Park Avenue Securities
New York
-$384K -3,520 Closed
WA
421
Wealth Advisors
California
-$379K -3,477 Closed
PP
422
Paloma Partners
Connecticut
-$378K -3,466 Closed
KMWM
423
Keudell/Morrison Wealth Management
Oregon
-$376K -3,450 Closed
CIBC Asset Management
424
CIBC Asset Management
Ontario, Canada
-$376K -3,443 Closed
WCM
425
Washburn Capital Management
Florida
-$375K -3,440 Closed