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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 %
HNWA
426
Henrickson Nauta Wealth Advisors
Michigan
$5K +$5K +55 New
AII
427
AGF Investments Inc
Ontario, Canada
$4K +$1.29K +9 +47%
HR
428
Howe & Rusling
New York
$4K +$1.6K +10 +67%
NSIM
429
North Star Investment Management
Illinois
$4K +$4K +24 New
GI
430
Gradient Investments
Minnesota
$4K +$4K +24 New
CWP
431
Concord Wealth Partners
Virginia
$4K +$4K +25 New
SPA
432
Shore Point Advisors
New Jersey
$4K +$4K +25 New
AF
433
Allworth Financial
California
$3K -$8.18K -60 -73%
AWM
434
Avior Wealth Management
Nebraska
$3K
AWM
435
Accel Wealth Management
Iowa
$3K +$150 +1 +5%
RFA
436
Reilly Financial Advisors
California
$3K +$3K +17 New
CFD
437
Creative Financial Designs
Indiana
$3K +$3K +20 New
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +20 New
CHC
439
City Holding Co
West Virginia
$3K +$3K +20 New
MTIC
440
Missouri Trust & Investment Company
Missouri
$3K +$3K +22 New
BBPWM
441
Blue Bell Private Wealth Management
Pennsylvania
$3K +$3K +23 New
WPA
442
West Paces Advisors
Georgia
$2.27K +$1.36K +9 +150%
BIA
443
Bell Investment Advisors
California
$2K -$154 -1 -7%
PWMG
444
Prestige Wealth Management Group
New Jersey
$2K
PO
445
Private Ocean
California
$2K +$429 +3 +27%
FMP
446
Financial Management Professionals
Texas
$2K +$2K +10 New
HGWM
447
Harvest Group Wealth Management
Massachusetts
$2K +$2K +10 New
QC
448
Quent Capital
New York
$2K +$2K +15 New
AssetMark Inc
449
AssetMark Inc
California
$2K +$2K +15 New
AF
450
Advisornet Financial
Minnesota
$2K +$2K +15 New