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Upstart Holdings
UPST
UPST
302 hedge funds and large institutions have $1.3B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
175% more capital invested
Capital invested by funds: $471M → $1.3B (+$825M)
98% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 41
14% more funds holding
Funds holding: 265 → 302 (+37)
7.28% more ownership
Funds ownership: 36.43% → 43.71% (+7.3%)
3% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 71
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less call options, than puts
Call options by funds: $492M | Put options by funds: $554M
Holders
302
Holders Change
+37
Holders Change %
+13.96%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
81
Increased
73
Reduced
71
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Top Buyers
| 1 |
D.E. Shaw & Co
New York
|
+$58.8M |
| 2 |
BlackRock
New York
|
+$49.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$42.5M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$23.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$12.8M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$34M |
| 2 |
JP Morgan Chase
New York
|
-$23.4M |
| 3 |
SG Americas Securities
New York
|
-$23.1M |
| 4 |
Barclays
London,
United Kingdom
|
-$8.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$4.25M |
