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Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B
2
VVP
2
Vulcan Value Partners
Alabama
$1.35B
3
BlackRock
3
BlackRock
New York
$561M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$382M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$263M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.8M
2
VS
2
VK Services
California
$299M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M
4
BC
4
BIT Capital
Germany
$382M
5
TP
5
Third Point
New York
$3.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$20M +$17.1M +53,914 +574%
UBS Group
52
UBS Group
Switzerland
$18.5M +$2.33M +7,354 +14%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$18.4M +$11.6M +36,765 +172%
CG
54
Cutler Group
California
$18.1M -$16.5M -52,264 -48%
Ameriprise
55
Ameriprise
Minnesota
$17.9M -$139M -439,191 -89%
AAF
56
Andra AP-fonden
Sweden
$16.9M +$16.9M +53,451 New
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$16.5M -$18.4M -58,124 -53%
SOMRS
58
State of Michigan Retirement System
Michigan
$16.4M +$16.4M +51,885 New
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$16.3M +$11.9M +37,600 +271%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$16M +$16M +50,707 New
Capital World Investors
61
Capital World Investors
California
$15.8M -$47.5M -150,000 -75%
PI
62
PEAK6 Investments
Illinois
$15.5M +$15.5M +49,086 New
Wells Fargo
63
Wells Fargo
California
$14.4M +$7.95M +25,119 +123%
Swiss National Bank
64
Swiss National Bank
Switzerland
$13.4M +$222K +700 +2%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$13.2M +$9.23M +29,155 +231%
UBS AM
66
UBS AM
Illinois
$12.3M +$5.12M +16,185 +71%
LPL Financial
67
LPL Financial
California
$12M +$7.28M +23,015 +155%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$11.9M +$3.59M +11,329 +43%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$11.8M +$2.51M +7,946 +27%
LIP
70
Liontrust Investment Partners
United Kingdom
$11.7M +$11.7M +37,000 New
Citigroup
71
Citigroup
New York
$11.6M +$7.89M +24,939 +210%
SI
72
Scout Investments
Missouri
$11.1M +$11.1M +35,037 New
HSBC Holdings
73
HSBC Holdings
United Kingdom
$10.8M +$9.99M +31,328 +1,181%
MAM
74
Mark Asset Management
New York
$10.8M +$10.8M +34,000 New
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
$10.7M +$10.7M +33,898 New
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