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Upstart Holdings

473 hedge funds and large institutions have $5.82B invested in Upstart Holdings in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 204 increasing their positions, 73 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+51
Holders Change %
+12.09%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.12%
New
164
Increased
204
Reduced
73
Closed
109
Calls
$997M
Puts
$1.19B
Net Calls
-$189M
Net Calls Change
-$677M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
501
Kovack Advisors
Florida
-$998K -3,155 Closed
GAMA
502
Graticule Asia Macro Advisors
New York
-$994K -3,140 Closed
Truist Financial
503
Truist Financial
North Carolina
-$992K -3,137 Closed
SRC
504
Samson Rock Capital
United Kingdom
-$709K -2,240 Closed
GAM
505
Gotham Asset Management
New York
-$659K -2,084 Closed
RC
506
RBF Capital
California
-$633K -2,000 Closed
SS
507
Simplicity Solutions
Minnesota
-$624K -1,971 Closed
BCM
508
Bluefin Capital Management
New York
-$596K -1,885 Closed
AG
509
Algert Global
California
-$587K -1,855 Closed
C
510
Certuity
Florida
-$555K -1,755 Closed
MYIA
511
Mount Yale Investment Advisors
Colorado
-$512K -1,619 Closed
SIA
512
SkyView Investment Advisors
New Jersey
-$475K -1,500 Closed
LSA
513
L & S Advisors
California
-$475K -1,500 Closed
CAAS
514
Capital Asset Advisory Services
Michigan
-$473K -1,495 Closed
OAM
515
Oppenheimer Asset Management
New York
-$451K -1,424 Closed
SAM
516
Simplify Asset Management
Nevada
-$428K -1,352 Closed
ACS
517
Archford Capital Strategies
Illinois
-$411K -1,300 Closed
IRF
518
IBM Retirement Fund
New York
-$411K -1,298 Closed
William Blair & Company
519
William Blair & Company
Illinois
-$383K -1,211 Closed
TFS
520
Thoroughbred Financial Services
Tennessee
-$375K -1,186 Closed
KeyBank National Association
521
KeyBank National Association
Ohio
-$361K -1,142 Closed
TWM
522
TriaGen Wealth Management
California
-$344K -1,087 Closed
SBIA
523
Sheaff Brock Investment Advisors
Indiana
-$339K -1,072 Closed
JIP
524
Jaffetilchin Investment Partners
Florida
-$337K -1,066 Closed
PAA
525
Peregrine Asset Advisers
Oregon
-$301K -1,050 Closed