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Upstart Holdings
UPST

Overview Fund Activity

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.7M
2
Optiver Holding
2
Optiver Holding
Netherlands
$13.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$18.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.57M
5
FAM
5
Fred Alger Management
New York
$14.5M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$45.1M
2
BlackRock
2
BlackRock
New York
$143M
3
Jane Street
3
Jane Street
New York
$6.52M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$1.64M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
26
Freshford Capital Management
New York
$6.24M – – –
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$5.74M -$26.7K -937 -0.5%
ZDA
28
Zweig-DiMenna Associates
New York
$5.39M – – –
CSS
29
Cubist Systematic Strategies
Connecticut
$4.57M +$4.57M +160,186 New
Swiss National Bank
30
Swiss National Bank
Switzerland
$4.41M +$48.5K +1,700 +1%
Barclays
31
Barclays
United Kingdom
$4.17M +$1.18M +41,261 +39%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.72M -$2.62M -91,844 -41%
Victory Capital Management
33
Victory Capital Management
Texas
$3.39M +$3.18M +111,283 +1,487%
TSS
34
Two Sigma Securities
New York
$3.04M +$3.04M +106,643 New
SEC
35
Seven Eight Capital
New York
$3.02M +$1.45M +50,702 +92%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.94M +$53.1K +1,860 +2%
Pictet Asset Management
37
Pictet Asset Management
Switzerland
$2.68M +$2.68M +94,063 New
CIC
38
Carnegie Investment Counsel
Ohio
$2.66M +$2.35M +82,370 +751%
Invesco
39
Invesco
Georgia
$2.64M -$2.8M -98,067 -51%
AllianceBernstein
40
AllianceBernstein
Tennessee
$2.61M +$5.71K +200 +0.2%
BCM
41
Basswood Capital Management
New York
$2.53M – – –
BPC
42
Banque Pictet & Cie
Switzerland
$2.28M +$2.28M +80,000 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$2.28M +$876K +30,708 +62%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.26M +$618K +21,668 +38%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$2.23M -$219K -7,671 -9%
State of New Jersey Common Pension Fund D
46
State of New Jersey Common Pension Fund D
New Jersey
$2.14M -$371K -12,993 -15%
Deutsche Bank
47
Deutsche Bank
Germany
$2.09M +$89.1K +3,121 +4%
UBS AM
48
UBS AM
Illinois
$2.08M -$1.24M -43,360 -37%
CTC (Chicago Trading Company)
49
CTC (Chicago Trading Company)
Illinois
$2.07M +$1.5M +52,703 +264%
Legal & General Group
50
Legal & General Group
United Kingdom
$1.96M -$126K -4,405 -6%
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