UPST icon

Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$7.24M -$1.19M -33,278 -14%
Invesco
27
Invesco
Georgia
$6.82M +$2.66M +74,350 +64%
ZDA
28
Zweig-DiMenna Associates
New York
$6.76M +$5.7M +159,133 +538%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$5.81M -$3.24M -84,861 -36%
Bank of America
30
Bank of America
North Carolina
$5.8M -$53M -1,479,296 -90%
Swiss National Bank
31
Swiss National Bank
Switzerland
$5.47M -$226K -6,300 -4%
Barclays
32
Barclays
United Kingdom
$3.76M -$13.7M -382,565 -78%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$3.63M +$969K +27,073 +36%
UBS Group
34
UBS Group
Switzerland
$3.49M +$110K +3,066 +3%
PAMS
35
Pictet Asset Management (Switzerland)
Switzerland
$3.4M -$3.61M -100,877 -52%
Holocene Advisors
36
Holocene Advisors
New York
$3.39M +$85.2K +2,379 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
37
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.35M
AllianceBernstein
38
AllianceBernstein
Tennessee
$3.26M +$1.76M +49,206 +117%
BCM
39
Basswood Capital Management
New York
$3.18M +$3.18M +88,794 New
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$3.15M +$3.15M +87,952 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$3.07M -$192K -5,353 -6%
WFA
42
WMG Financial Advisors
Tennessee
$2.86M -$89.9K -2,510 -3%
CS
43
Credit Suisse
Switzerland
$2.71M +$310K +8,645 +13%
Legal & General Group
44
Legal & General Group
United Kingdom
$2.62M +$269K +7,518 +11%
Deutsche Bank
45
Deutsche Bank
Germany
$2.51M +$1.98M +55,226 +373%
Wells Fargo
46
Wells Fargo
California
$2.13M +$468K +13,075 +28%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.06M +$2.06M +57,582 New
SEC
48
Seven Eight Capital
New York
$1.97M -$197K -5,492 -9%
Citigroup
49
Citigroup
New York
$1.87M +$977K +27,292 +109%
Nisa Investment Advisors
50
Nisa Investment Advisors
Missouri
$1.86M +$1.86M +51,897 New