Upstart Holdings
UPST
334 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 38 closing their positions.
118% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 38
66% more capital invested
Capital invested by funds: $1.08B → $1.79B (+$712M)
15% more funds holding
Funds holding: 291 → 334 (+43)
6.54% more ownership
Funds ownership: 44.88% → 51.43% (+6.5%)
6% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 87
9% less call options, than puts
Call options by funds: $788M | Put options by funds: $867M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$71.6M |
| 2 |
Jane Street
New York
|
+$51.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$30.8M |
| 4 |
Two Sigma Investments
New York
|
+$23.2M |
| 5 |
BlackRock
New York
|
+$15.5M |
Top Sellers
| 1 |
Coatue Management
New York
|
-$29.8M |
| 2 |
Optiver Holding
Amsterdam,
Netherlands
|
-$12.3M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$7.14M |
| 4 |
FAM
Fred Alger Management
New York
|
-$7.09M |
| 5 |
Goldman Sachs
New York
|
-$6.71M |
UPST Hedge Fund Activity: Q4 2023 in Review
334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2023, worth a combined $1.79B — up 66% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new UPST positions and 38 closed out — a net gain of 45 holders — while 92 added to existing stakes and 87 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $71.6M. The largest seller was Coatue Management, cutting an estimated $29.8M.
- 334 institutional investors held Upstart Holdings (UPST) as of Q4 2023, up from 291 in Q3 2023.
- Funds reported $1.79B of Upstart Holdings stock for Q4 2023, up 66% quarter-over-quarter.
- 83 funds opened new Upstart Holdings positions in Q4 2023 and 38 closed out, a net change of +45 holders.
- The largest Upstart Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $71.6M added.
- The largest Upstart Holdings seller in Q4 2023 was Coatue Management, an estimated $29.8M sold.
Based on aggregated 13F filings for Q4 2023.