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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 %
SSCA
451
South Shore Capital Advisors
Massachusetts
-$239K -2,194 Closed
FFA
452
First Foundation Advisors
California
-$237K -2,174 Closed
JWCA
453
J.W. Cole Advisors
Florida
-$231K -2,122 Closed
GC
454
Guggenheim Capital
Illinois
-$229K -2,101 Closed
CG
455
Caprock Group
Idaho
-$228K -2,094 Closed
GCP
456
GSA Capital Partners
United Kingdom
-$228K -2,094 Closed
AAS
457
Avantax Advisory Services
Texas
-$230K -2,086 Closed
JF
458
Jump Financial
Illinois
-$225K -2,067 Closed
SAM
459
Simplify Asset Management
Nevada
-$224K -2,050 Closed
EDRIA
460
Edmonds Duncan Registered Investment Advisors
Kansas
-$222K -2,038 Closed
CAMG
461
CWA Asset Management Group
Florida
-$222K -2,035 Closed
PIP
462
Permian Investment Partners
Texas
-$219K -2,011 Closed
LFM
463
LGT Fund Management
Liechtenstein
-$218K -2,000 Closed
NCM
464
Novare Capital Management
North Carolina
-$218K -2,000 Closed
CA
465
Cetera Advisors
Colorado
-$216K -1,978 Closed
GLA
466
Good Life Advisors
Pennsylvania
-$215K -1,969 Closed
BCM
467
BlueCrest Capital Management
Jersey
-$215K -1,968 Closed
PRC
468
Pearl River Capital
Michigan
-$214K -1,966 Closed
VWM
469
Venturi Wealth Management
Texas
-$212K -1,939 Closed
VIA
470
Vident Investment Advisory
Georgia
-$209K -1,924 Closed
IC
471
Intersect Capital
California
-$205K -1,880 Closed
Brown Advisory
472
Brown Advisory
Maryland
-$204K -1,872 Closed
SMDAM
473
Sumitomo Mitsui DS Asset Management
Japan
-$203K -1,861 Closed
MMA
474
Miracle Mile Advisors
California
-$203K -1,861 Closed
EMFAT
475
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$191K -1,750 Closed