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Upstart Holdings
UPST

Overview Fund Activity

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.

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

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$74.7M
2
BlackRock
2
BlackRock
New York
$97.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$134M
4
Norges Bank
4
Norges Bank
Norway
$25.6M
5
State Street
5
State Street
Massachusetts
$41.7M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
VVP
2
Vulcan Value Partners
Alabama
$126M
3
AIM
3
Artemis Investment Management
United Kingdom
$0
4
FAM
4
Fred Alger Management
New York
$9.85M
5
BC
5
BIT Capital
Germany
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$5.92M -$1.8M -56,795 -23%
Nomura Holdings
27
Nomura Holdings
Japan
$5.9M +$2.39M +72,829 +68%
CIC
28
Carnegie Investment Counsel
Ohio
$5.86M +$65.9K +2,084 +1%
Citigroup
29
Citigroup
New York
$5.27M +$3.1M +97,997 +143%
UBS Group
30
UBS Group
Switzerland
$5.2M -$212K -6,706 -4%
LFDLE
31
La Financiere de L'Echiquier
France
$4.97M -$7.59M -240,024 -60%
UBS AM
32
UBS AM
Illinois
$4.93M +$1.65M +52,288 +50%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$4.92M +$1.8M +56,957 +58%
WIM
34
Waverton Investment Management
United Kingdom
$4.48M +$2.66M +84,063 +146%
TCM
35
Traynor Capital Management
Pennsylvania
$4.32M +$3.7M +117,145 +603%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$4.28M +$984K +31,123 +30%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$3.75M +$725K +22,922 +24%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$3.74M +$1.42M +44,904 +61%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$3.72M +$54.5K +1,804 +1%
SG Americas Securities
40
SG Americas Securities
New York
$3.61M +$3.25M +102,783 +897%
LIP
41
Liontrust Investment Partners
United Kingdom
$3.48M +$791K +25,000 +29%
PAMS
42
Pictet Asset Management (Switzerland)
Switzerland
$3.16M +$134K +4,249 +4%
Deutsche Bank
43
Deutsche Bank
Germany
$3.11M -$2.48M -78,384 -44%
CS
44
Credit Suisse
Switzerland
$3.11M +$817K +25,845 +36%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$3.1M +$990K +31,281 +47%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.09M -$23.9M -754,336 -89%
LPL Financial
47
LPL Financial
California
$2.96M -$250K -7,894 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.96M – – –
Millennium Management
49
Millennium Management
New York
$2.95M -$2.52M -79,655 -46%
GC
50
GFG Capital
Florida
$2.83M +$221K +7,001 +8%
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