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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 %
MSRPS
426
Maryland State Retirement & Pension System
Maryland
-$375K -3,435 Closed
William Blair & Company
427
William Blair & Company
Illinois
-$351K -3,218 Closed
CCIA
428
Cherry Creek Investment Advisors
Colorado
-$350K -3,204 Closed
CCM
429
Coldstream Capital Management
Washington
-$333K -3,052 Closed
RPC
430
Rossmore Private Capital
Connecticut
-$332K -3,042 Closed
SG
431
StoneX Group
New York
-$329K -3,016 Closed
OAM
432
Oppenheimer Asset Management
New York
-$328K -3,010 Closed
BFM
433
Boothbay Fund Management
New York
-$327K -3,000 Closed
EW
434
Evoke Wealth
California
-$327K -3,000 Closed
WSWA
435
Warren Street Wealth Advisors
California
-$327K -3,000 Closed
TFS
436
Thoroughbred Financial Services
Tennessee
-$318K -2,919 Closed
AWM
437
Axxcess Wealth Management
California
-$313K -2,867 Closed
CCG
438
Capital CS Group
California
-$304K -2,791 Closed
DAS
439
Dynamic Advisor Solutions
Arizona
-$286K -2,626 Closed
IWC
440
Integrated Wealth Concepts
Massachusetts
-$280K -2,570 Closed
GAM
441
Gemmer Asset Management
California
-$269K -2,474 Closed
PWM
442
Purus Wealth Management
California
-$265K -2,427 Closed
CC
443
Commons Capital
Massachusetts
-$262K -2,400 Closed
LOIM
444
Liberty One Investment Management
Illinois
-$260K -2,382 Closed
Canada Pension Plan Investment Board
445
Canada Pension Plan Investment Board
Ontario, Canada
-$257K -2,350 Closed
Manulife (Manufacturers Life Insurance)
446
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$254K -2,332 Closed
PIA
447
Perennial Investment Advisors
California
-$245K -2,259 Closed
FB
448
First Bancorp
Maine
-$246K -2,257 Closed
IWM
449
IHT Wealth Management
Illinois
-$240K -2,201 Closed
AIM
450
Aigen Investment Management
New York
-$240K -2,198 Closed