Upstart Holdings
UPST
478 hedge funds and large institutions have $5.83B invested in Upstart Holdings in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 205 increasing their positions, 74 reducing their positions, and 109 closing their positions.
177% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 74
52% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 109
12% more funds holding
Funds holding: 425 → 478 (+53)
8.61% less ownership
Funds ownership: 56.02% → 47.41% (-8.6%)
16% less call options, than puts
Call options by funds: $997M | Put options by funds: $1.19B
56% less funds holding in top 10
Funds holding in top 10: 18 → 8 (-10)
56% less capital invested
Capital invested by funds: $13.3B → $5.83B (-$7.45B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$269M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$251M |
| 3 |
Morgan Stanley
New York
|
+$172M |
| 4 |
Jane Street
New York
|
+$172M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$2.1B |
| 2 |
FAM
Fred Alger Management
New York
|
-$307M |
| 3 |
VS
VK Services
Menlo Park,
California
|
-$299M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$263M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$179M |
UPST Hedge Fund Activity: Q4 2021 in Review
478 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2021, worth a combined $5.83B — down 56% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new UPST positions and 109 closed out — a net gain of 57 holders — while 205 added to existing stakes and 74 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $269M. The largest seller was Third Point, cutting an estimated $2.1B.
- 478 institutional investors held Upstart Holdings (UPST) as of Q4 2021, up from 425 in Q3 2021.
- Funds reported $5.83B of Upstart Holdings stock for Q4 2021, down 56% quarter-over-quarter.
- 166 funds opened new Upstart Holdings positions in Q4 2021 and 109 closed out, a net change of +57 holders.
- The largest Upstart Holdings buyer in Q4 2021 was D.E. Shaw & Co, an estimated $269M added.
- The largest Upstart Holdings seller in Q4 2021 was Third Point, an estimated $2.1B sold.
Based on aggregated 13F filings for Q4 2021.