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Upstart Holdings
UPST

Overview Fund Activity

262 hedge funds and large institutions have $471M invested in Upstart Holdings in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 43 closing their positions.

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
77
Reduced
63
Closed
43
Calls
$239M
Puts
$306M
Net Calls
-$66.8M
Net Calls Change
-$25.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.5M
2
Coatue Management
2
Coatue Management
New York
$26.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.57M
4
FCM
4
Freshford Capital Management
New York
$3.47M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.7M
2
Norges Bank
2
Norges Bank
Norway
$9.86M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$356K
4
LIP
4
Liontrust Investment Partners
United Kingdom
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$2.74M +$2.14M +134,433 +355%
Swiss National Bank
27
Swiss National Bank
Switzerland
$2.53M -$281K -17,700 -10%
HF
28
HRT Financial
New York
$2.44M +$1.34M +84,185 +121%
FAM
29
Fred Alger Management
New York
$2.36M -$1.5M -94,282 -39%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.3M +$2.13M +133,871 +1,236%
JF
31
Jump Financial
Illinois
$2.08M +$2.08M +130,918 New
Citadel Advisors
32
Citadel Advisors
Florida
$1.97M +$1.8M +113,052 +1,060%
Marshall Wace
33
Marshall Wace
United Kingdom
$1.89M +$1.61M +101,013 +556%
UBS AM
34
UBS AM
Illinois
$1.85M +$94.9K +5,974 +5%
Invesco
35
Invesco
Georgia
$1.85M +$562K +35,370 +44%
UBS Group
36
UBS Group
Switzerland
$1.5M +$271K +17,046 +22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
37
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.49M – – –
Holocene Advisors
38
Holocene Advisors
New York
$1.47M +$1.47M +92,202 New
IAA
39
Independent Advisor Alliance
North Carolina
$1.45M +$1.45M +91,415 New
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$1.45M -$14.6K -919 -1%
BPC
41
Banque Pictet & Cie
Switzerland
$1.45M +$47.7K +3,000 +3%
WFA
42
WMG Financial Advisors
Tennessee
$1.31M +$12.1K +760 +0.9%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$1.27M – – –
GIP
44
Greatmark Investment Partners
Georgia
$1.19M +$1.19M +75,000 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.18M -$3.43K -216 -0.3%
RMC
46
Resources Management Corp
Connecticut
$1.17M +$1.17M +31,330 +626,600%
CIC
47
Carnegie Investment Counsel
Ohio
$1.13M -$564K -35,503 -33%
SC
48
Sculptor Capital
New York
$1.11M +$1.11M +69,900 +69,900%
CS
49
Credit Suisse
Switzerland
$1.07M -$84.2K -5,296 -7%
Legal & General Group
50
Legal & General Group
United Kingdom
$1.04M +$60.1K +3,784 +6%
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