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Upstart Holdings
UPST

Overview Fund Activity

130 hedge funds and large institutions have $5.12B invested in Upstart Holdings in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 18 closing their positions.

Holders
130
Holders Change
+69
Holders Change %
+113.11%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
87
Increased
17
Reduced
14
Closed
18
Calls
$159M
Puts
$160M
Net Calls
-$1.94M
Net Calls Change
-$1.94M

Top Buyers

1
BC
1
BIT Capital
Germany
$149M
2
Ameriprise
2
Ameriprise
Minnesota
$100M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.3M
4
BlackRock
4
BlackRock
New York
$76.4M
5
FAM
5
Fred Alger Management
New York
$206M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$25.8M
2
VVP
2
Vulcan Value Partners
Alabama
$127M
3
Capital International Investors
3
Capital International Investors
California
$45.4M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
CAAS Capital Management
New York
$16.1M – – –
State Street
27
State Street
Massachusetts
$15.6M +$15.6M +121,072 New
Bank of America
28
Bank of America
North Carolina
$15.4M +$7.75M +60,154 +101%
CAC
29
Cowen and Company
New York
$12.9M +$12.9M +100,400 New
Neuberger Berman Group
30
Neuberger Berman Group
New York
$11.8M -$22.6M -175,693 -66%
CIC
31
Carnegie Investment Counsel
Ohio
$11.8M +$11.8M +91,325 New
Charles Schwab
32
Charles Schwab
California
$11M +$11M +84,984 New
Northern Trust
33
Northern Trust
Illinois
$9.5M +$9.5M +73,737 New
Jane Street
34
Jane Street
New York
$7.31M +$4.9M +38,037 +204%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$7.14M +$6.06M +47,041 +560%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$6.55M +$6.55M +50,820 New
CG
37
Cutler Group
California
$6.35M +$6.35M +49,253 New
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$6.25M +$6.25M +48,506 New
Truist Financial
39
Truist Financial
North Carolina
$5.39M +$3.18M +24,715 +144%
SC
40
Sculptor Capital
New York
$4.14M +$4.14M +32,100 New
Nomura Holdings
41
Nomura Holdings
Japan
$3.73M +$3.73M +29,000 New
Victory Capital Management
42
Victory Capital Management
Texas
$3.73M +$3.73M +28,917 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
$3.38M +$3.38M +26,197 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$3.15M +$3.15M +24,475 New
AI
45
Atom Investors
Texas
$2.83M +$2.83M +21,958 New
OAM
46
Oppenheimer Asset Management
New York
$2.61M +$215K +1,666 +9%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$2.45M +$2.45M +18,982 New
AP
48
AtonRa Partners
Switzerland
$2.09M +$2.09M +16,245 New
Wolverine Trading
49
Wolverine Trading
Illinois
$2.09M +$2.09M +16,130 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$2.05M +$2.05M +15,900 New
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