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Upstart Holdings
UPST

Overview Fund Activity

490 hedge funds and large institutions have $4.42B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 245 increasing their positions, 73 reducing their positions, and 98 closing their positions.

Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
7.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
123
Increased
245
Reduced
73
Closed
98
Calls
$1.32B
Puts
$1.67B
Net Calls
-$353M
Net Calls Change
-$164M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$395M
2
VVP
2
Vulcan Value Partners
Alabama
$790M
3
Bank of America
3
Bank of America
North Carolina
$129M
4
FAM
4
Fred Alger Management
New York
$204M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$635M

Top Sellers

1
TP
1
Third Point
New York
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$9.54M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.72M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
576
AssetMark Inc
California
– – -15 Closed
WPA
577
West Paces Advisors
Georgia
– – -15 Closed
FMP
578
Financial Management Professionals
Texas
– – -10 Closed
First Manhattan
579
First Manhattan
New York
– – -10 Closed
CFCI
580
Comprehensive Financial Consultants Institutional
Indiana
– – -6 Closed
BWM
581
BerganKDV Wealth Management
Minnesota
– – -5 Closed
LWA
582
Lenox Wealth Advisors
New York
– – -5 Closed
CWA
583
Clearview Wealth Advisors
Oregon
– – -4 Closed
TPCW
584
TD Private Client Wealth
New York
– – -3 Closed
CAL
585
Capital Advisors Ltd
Ohio
– – -1 Closed
BHWM
586
Beaird Harris Wealth Management
Texas
$0 2 – –
Capstone Investment Advisors
587
Capstone Investment Advisors
New York
– – – –
JG
588
Jefferies Group
New York
– – – –
SM
589
SG3 Management
Puerto Rico
– – – –
SPM
590
Symmetry Peak Management
Pennsylvania
– – – –
MCM
591
Moore Capital Management
New York
– – – –
Balyasny Asset Management
592
Balyasny Asset Management
Illinois
– – – –
CAM
593
CenterStar Asset Management
Illinois
– – – –
SAMH
594
Shanda Asset Management Holdings
British Virgin Islands
– – – –
JCM
595
JAT Capital Management
Connecticut
– – – –
Tudor Investment Corp
596
Tudor Investment Corp
Connecticut
– – – –
RMC
597
Resources Management Corp
Connecticut
$0 1 +1 New
BA
598
Bellwether Advisors
Nebraska
$0 2 +2 New
LC
599
Lindbrook Capital
California
$0 4 +4 New
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