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Upstart Holdings
UPST

Overview Fund Activity

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.6M
3
Bank of America
3
Bank of America
North Carolina
$20.5M
4
SG Americas Securities
4
SG Americas Securities
New York
$13.7M
5
BlackRock
5
BlackRock
New York
$41.6M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Coatue Management
2
Coatue Management
New York
$11M
3
ACL
3
Azora Capital LP
Florida
$0
4
FCM
4
Freshford Capital Management
New York
$0
5
TC
5
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$1.55M -$1.15M -87,100 -43%
Nomura Holdings
27
Nomura Holdings
Japan
$1.46M -$1.93M -146,401 -57%
UBS AM
28
UBS AM
Illinois
$1.46M +$190K +14,377 +15%
CIC
29
Carnegie Investment Counsel
Ohio
$1.41M -$1.31M -99,204 -48%
XT
30
XTX Topco
Cayman Islands
$1.24M +$762K +57,625 +158%
PAMS
31
Pictet Asset Management (Switzerland)
Switzerland
$1.24M +$33.5K +2,538 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
32
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.24M – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$1.22M -$21.6K -1,635 -2%
BPC
34
Banque Pictet & Cie
Switzerland
$1.16M – – –
IMC Chicago
35
IMC Chicago
Illinois
$1.15M -$123K -9,307 -10%
WFA
36
WMG Financial Advisors
Tennessee
$1.08M +$36.4K +2,752 +3%
Invesco
37
Invesco
Georgia
$1.07M +$383K +28,968 +56%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$1.06M -$26.2K -1,980 -2%
UBS Group
39
UBS Group
Switzerland
$1.02M -$615K -46,552 -38%
DCM
40
Dorsal Capital Management
California
$992K – – –
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$984K +$18K +1,362 +2%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$974K -$1.28M -96,871 -57%
CS
43
Credit Suisse
Switzerland
$958K -$618K -46,748 -39%
SEC
44
Seven Eight Capital
New York
$944K -$176K -13,317 -16%
HF
45
HRT Financial
New York
$916K +$688K +52,059 +301%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$853K – – –
Legal & General Group
47
Legal & General Group
United Kingdom
$817K -$65.9K -4,987 -7%
Citigroup
48
Citigroup
New York
$815K -$294K -22,255 -27%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$759K -$919K -69,557 -55%
LPL Financial
50
LPL Financial
California
$705K -$208K -15,732 -23%
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