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Upstart Holdings
UPST

Overview Fund Activity

130 hedge funds and large institutions have $5.12B invested in Upstart Holdings in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+69
Holders Change %
+113.11%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
87
Increased
17
Reduced
14
Closed
18
Calls
$159M
Puts
$160M
Net Calls
-$1.94M
Net Calls Change
-$1.94M

Top Buyers

1
BC
1
BIT Capital
Germany
$149M
2
Ameriprise
2
Ameriprise
Minnesota
$100M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.3M
4
BlackRock
4
BlackRock
New York
$76.4M
5
FAM
5
Fred Alger Management
New York
$206M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$25.8M
2
VVP
2
Vulcan Value Partners
Alabama
$127M
3
Capital International Investors
3
Capital International Investors
California
$45.4M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$2M +$2M +15,540 New
N
52
Natixis
France
$1.93M +$1.93M +14,945 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$1.83M +$1.83M +14,205 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.36M -$856K -6,641 -39%
Citadel Advisors
55
Citadel Advisors
Florida
$1.34M +$1.34M +10,421 New
JAM
56
Jupiter Asset Management
United Kingdom
$1.22M -$808K -6,298 -40%
CHM
57
Collaborative Holdings Management
New York
$1.03M +$1.03M +8,000 New
SG Americas Securities
58
SG Americas Securities
New York
$1.01M +$1.01M +7,798 New
UBS Group
59
UBS Group
Switzerland
$988K +$882K +6,846 +828%
AR
60
Advisory Research
Illinois
$978K +$978K +7,589 New
RJA
61
Raymond James & Associates
Florida
$974K +$974K +7,562 New
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$949K +$949K +7,365 New
Osaic Holdings
63
Osaic Holdings
Arizona
$904K +$517K +4,014 +134%
Rafferty Asset Management
64
Rafferty Asset Management
New York
$900K +$900K +6,988 New
Simplex Trading
65
Simplex Trading
Illinois
$890K +$890K +6,913 New
AllianceBernstein
66
AllianceBernstein
Tennessee
$881K +$881K +6,840 New
Squarepoint
67
Squarepoint
New York
$849K +$849K +6,590 New
APA
68
American Portfolios Advisors
New York
$838K +$838K +6,501 New
Tudor Investment Corp
69
Tudor Investment Corp
Connecticut
$823K -$2.87M -22,286 -78%
Citigroup
70
Citigroup
New York
$773K +$773K +5,995 New
Goldman Sachs
71
Goldman Sachs
New York
$692K -$20.2M -157,001 -97%
Treasurer of the State of North Carolina
72
Treasurer of the State of North Carolina
North Carolina
$656K +$656K +5,090 New
LCM
73
Laurion Capital Management
New York
$644K – – –
SCA
74
Sassicaia Capital Advisers
New York
$644K +$644K +5,000 New
Millennium Management
75
Millennium Management
New York
$581K -$4.82M -37,400 -89%
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