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Upstart Holdings
UPST

Overview Fund Activity

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$39.2M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$20.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$12.3M
4
FAM
4
Fred Alger Management
New York
$13.6M
5
ACL
5
Azora Capital LP
Florida
$5.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.7M
2
Jane Street
2
Jane Street
New York
$14.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$54.5M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1M
5
Bank of America
5
Bank of America
North Carolina
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LIP
26
Liontrust Investment Partners
United Kingdom
$6.18M 230,000 +75,000 +48%
ACL
27
Azora Capital LP
Florida
$5.65M 210,241 +210,241 New
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$5.49M 204,057 -899 -0.4%
SEC
29
Seven Eight Capital
New York
$5.09M 189,385 +147,213 +349%
ZDA
30
Zweig-DiMenna Associates
New York
$5.07M 188,693 – –
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.74M 176,116 +115,273 +189%
Swiss National Bank
32
Swiss National Bank
Switzerland
$3.84M 142,700 +2,200 +2%
Capital Fund Management (CFM)
33
Capital Fund Management (CFM)
France
$3.74M 139,154 +139,154 New
Optiver Holding
34
Optiver Holding
Netherlands
$3.54M 131,810 +65,505 +99%
UBS Group
35
UBS Group
Switzerland
$3.21M 119,445 +35,979 +43%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.86M 106,311 +3,288 +3%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$2.74M 101,781 -84,960 -45%
MF
38
Magnetar Financial
Illinois
$2.62M 97,281 +89,219 +1,107%
EP
39
Edgestream Partners
New Jersey
$2.22M 82,737 +52,457 +173%
Bank Julius Baer & Co
40
Bank Julius Baer & Co
Switzerland
$2.11M 78,399 +19,500 +33%
AllianceBernstein
41
AllianceBernstein
Tennessee
$2.05M 76,150 -15,900 -17%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$1.95M 72,491 -3,064 -4%
Legal & General Group
43
Legal & General Group
United Kingdom
$1.95M 72,349 +787 +1%
CS
44
Credit Suisse
Switzerland
$1.92M 71,570 -223 -0.3%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.91M 70,848 -16,232 -19%
UBS AM
46
UBS AM
Illinois
$1.89M 70,462 -2,553 -3%
Invesco
47
Invesco
Georgia
$1.87M 69,642 -40,941 -37%
LPL Financial
48
LPL Financial
California
$1.75M 65,010 +6,320 +11%
TSS
49
Two Sigma Securities
New York
$1.71M 63,687 +63,687 New
AFG
50
Atomi Financial Group
New York
$1.58M 58,603 -54 -0.1%
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