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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.8M
2
VS
2
VK Services
California
$299M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M
4
BC
4
BIT Capital
Germany
$382M
5
TP
5
Third Point
New York
$3.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIG
26
Consolidated Investment Group
Colorado
$70.3M – – –
Robeco Institutional Asset Management
27
Robeco Institutional Asset Management
Netherlands
$68M -$72.8M -230,000 -52%
Jane Street
28
Jane Street
New York
$59.2M -$55.5M -175,488 -48%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$48.3M +$48.3M +152,567 New
Millennium Management
30
Millennium Management
New York
$46.1M +$37M +116,996 +410%
Amundi
31
Amundi
France
$43.5M +$43.5M +137,381 New
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$42M +$26.1M +86,014 +164%
Deutsche Bank
33
Deutsche Bank
Germany
$40.4M +$40M +126,546 +12,052%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$39.1M +$26.5M +83,751 +210%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$39.1M +$18.6M +57,808 +90%
CIC
36
Carnegie Investment Counsel
Ohio
$31.6M +$3.25M +10,271 +11%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$31.3M +$31.3M +98,759 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
38
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M -$325M -1,028,624 -92%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$29.4M +$29.4M +93,034 New
PAMS
40
Pictet Asset Management (Switzerland)
Switzerland
$29.4M +$29.4M +92,851 New
Fuller & Thaler Asset Management
41
Fuller & Thaler Asset Management
California
$29.4M -$1.4M -4,432 -5%
EC
42
EMJ Capital
Ontario, Canada
$29M +$3.51M +11,100 +14%
CS
43
Credit Suisse
Switzerland
$29M +$6.5M +20,551 +29%
First Trust Advisors
44
First Trust Advisors
Illinois
$27.8M +$15.3M +48,284 +122%
Citadel Advisors
45
Citadel Advisors
Florida
$25.1M -$29.4M -93,046 -54%
ROTUOC
46
Regents of the University of California
California
$24.8M -$22.3M -70,593 -47%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$21.8M -$793K -2,509 -4%
SEI Investments
48
SEI Investments
Pennsylvania
$21.6M +$18.4M +58,109 +573%
Invesco
49
Invesco
Georgia
$21.6M +$18.8M +59,338 +677%
Wolverine Trading
50
Wolverine Trading
Illinois
$21.1M +$11.1M +34,673 +111%
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