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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 %
Koshinski Asset Management
426
Koshinski Asset Management
Illinois
$10.4K
EC
427
Elequin Capital
New York
$10K +$10K +90 New
HWM
428
Holloway Wealth Management
Florida
$9K -$12K
EWM
429
Evermay Wealth Management
Virginia
$8K
FCG
430
Financial Connections Group
California
$8K +$2K +20 +33%
BBPWM
431
Blue Bell Private Wealth Management
Pennsylvania
$8K +$5.41K +48 +209%
Credit Agricole
432
Credit Agricole
France
$7K
SSB
433
Sandy Spring Bank
Maryland
$6K
TCM
434
Tradewinds Capital Management
Washington
$6K
EFS
435
Econ Financial Services
Pennsylvania
$6K
AIP
436
Ahrens Investment Partners
Louisiana
$5K -$5K -50 -50%
PSB
437
Piscataqua Savings Bank
New Hampshire
$5K
CCM
438
Covington Capital Management
California
$5K
OC
439
Oakworth Capital
Alabama
$5K
RDIA
440
RE Dickinson Investment Advisors
Iowa
$5K +$700 +7 +16%
PCG
441
Private Capital Group
Connecticut
$5K +$5K +41 New
Loomis, Sayles & Company
442
Loomis, Sayles & Company
Massachusetts
$5K +$5K +48 New
PCH
443
Polar Capital Holdings
United Kingdom
$4.51K -$1.73K -15,887 -28%
MS
444
Mizuho Securities
Japan
$4K
LPWM
445
Lake Point Wealth Management
Texas
$4K
GC
446
Gould Capital
Washington
$4K +$842 +8 +27%
HS
447
Horan Securities
United States
$4K +$4K +35 New
GRP
448
Global Retirement Partners
California
$4K +$4K +114 New
WOC
449
West Oak Capital
California
$3K -$12K -100 -80%
CA
450
Clearstead Advisors
Ohio
$3K -$5.89K -53 -66%