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Upstart Holdings
UPST

Overview Fund Activity

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$26.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$33.2M
3
State Street
3
State Street
Massachusetts
$53.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.55M
5
BlackRock
5
BlackRock
New York
$134M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$21M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$362K
4
Morgan Stanley
4
Morgan Stanley
New York
$34.9M
5
Barclays
5
Barclays
United Kingdom
$3.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$6.99M +$134K +5,693 +2%
LIP
27
Liontrust Investment Partners
United Kingdom
$6.84M +$1.42M +60,000 +26%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$6.43M +$854K +36,206 +15%
Millennium Management
29
Millennium Management
New York
$6.19M +$6.19M +262,396 New
KCM
30
Kodai Capital Management
Illinois
$6.02M +$6.02M +255,039 New
Capital Fund Management (CFM)
31
Capital Fund Management (CFM)
France
$5.69M +$2.4M +101,875 +73%
SEC
32
Seven Eight Capital
New York
$5.27M +$807K +34,223 +18%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$5.02M +$211K +8,951 +4%
TSS
34
Two Sigma Securities
New York
$3.54M +$2.04M +86,287 +135%
Barclays
35
Barclays
United Kingdom
$3.53M -$9.91M -420,240 -74%
SG Americas Securities
36
SG Americas Securities
New York
$3.5M +$2.85M +120,871 +442%
Swiss National Bank
37
Swiss National Bank
Switzerland
$3.41M +$42.5K +1,800 +1%
UBS AM
38
UBS AM
Illinois
$3.08M +$1.42M +60,193 +85%
IMC Chicago
39
IMC Chicago
Illinois
$2.99M +$2.99M +126,577 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.68M +$174K +7,386 +7%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$2.59M +$186K +7,897 +8%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.26M +$587K +24,869 +35%
AllianceBernstein
43
AllianceBernstein
Tennessee
$2.08M +$279K +11,830 +16%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$2.01M +$908K +38,502 +83%
Optiver Holding
45
Optiver Holding
Netherlands
$1.78M -$1.33M -56,483 -43%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$1.77M +$416K +17,644 +31%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.76M +$1.55M +65,800 +748%
QCM
48
Quantinno Capital Management
New York
$1.72M +$1.49M +63,146 +650%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.7M -$12.5K -531 -0.7%
Legal & General Group
50
Legal & General Group
United Kingdom
$1.7M -$10.6K -448 -0.6%
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