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Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.4B
2
VVP
Vulcan Value Partners
Alabama
$1.35B
3
BlackRock
BlackRock
New York
$561M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$382M
5
WRCM
Whale Rock Capital Management
Massachusetts
$263M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.8M
2
VS
VK Services
California
$299M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M
4
BC
BIT Capital
Germany
$382M
5
TP
Third Point
New York
$3.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
451
Marshall Wace
United Kingdom
– -$537K -4,307 Closed
Walleye Trading
452
Walleye Trading
New York
– -$504K -4,032 Closed
Blackstone Inc
453
Blackstone Inc
New York
– -$503K -4,028 Closed
SCF
454
Sante Capital Fund
Texas
– -$494K -3,956 Closed
ECM
455
ExodusPoint Capital Management
New York
– -$462K -3,696 Closed
Verition Fund Management
456
Verition Fund Management
Connecticut
– -$427K -3,419 Closed
GCP
457
GSA Capital Partners
United Kingdom
– -$412K -3,295 Closed
LWM
458
Laidlaw Wealth Management
New York
– -$279K -2,233 Closed
EDRH
459
Edmond de Rothschild Holding
Switzerland
– -$269K -2,155 Closed
XT
460
XTX Topco
Cayman Islands
– -$250K -2,004 Closed
BC
461
Bridgefront Capital
Texas
– -$246K -1,973 Closed
MFG
462
Menard Financial Group
Texas
– -$246K -1,972 Closed
CC
463
Centiva Capital
New York
– -$240K -1,919 Closed
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
– -$221K -1,771 Closed
DLA
465
Douglas Lane & Associates
New York
– -$214K -1,710 Closed
SEC
466
Seven Eight Capital
New York
– -$208K -1,669 Closed
HB
467
Homrich & Berg
Georgia
– -$159K -1,273 Closed
SC
468
Sculptor Capital
New York
– -$125K -1,000 Closed
TTSTC
469
Texas Treasury Safekeeping Trust Company
Texas
– -$76K -607 Closed
PAM
470
Panagora Asset Management
Massachusetts
– -$14K -116 Closed
RFA
471
Reilly Financial Advisors
California
– -$2K -20 Closed
PGWM
472
Parisi Gray Wealth Management
New Jersey
– -$1K -10 Closed
15 16 17 18
19