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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 %
Invesco
51
Invesco
Georgia
$11.4M +$1.12M +7,389 +11%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$10.7M +$3.04M +20,076 +40%
Group One Trading
53
Group One Trading
Illinois
$10.5M +$10.5M +69,544 New
Neuberger Berman Group
54
Neuberger Berman Group
New York
$10.1M -$385K -2,546 -4%
UBS AM
55
UBS AM
Illinois
$10M +$4.12M +27,217 +70%
UBS Group
56
UBS Group
Switzerland
$9.83M +$980K +6,480 +11%
Toronto Dominion Bank
57
Toronto Dominion Bank
Ontario, Canada
$9.81M +$9.81M +64,832 New
Citigroup
58
Citigroup
New York
$9.44M +$3.87M +25,586 +70%
BWA
59
Bordeaux Wealth Advisors
California
$9.08M +$9.08M +60,000 New
First Trust Advisors
60
First Trust Advisors
Illinois
$9.01M -$4.29M -28,346 -32%
CLCM
61
Crawford Lake Capital Management
New Jersey
$8.99M +$8.99M +59,397 New
TI
62
Trexquant Investment
Connecticut
$8.53M +$8.53M +56,387 New
LPL Financial
63
LPL Financial
California
$8.06M +$2.33M +15,417 +41%
Wolverine Trading
64
Wolverine Trading
Illinois
$8M -$2.24M -14,425 -22%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$7.9M -$899K -5,945 -10%
Wells Fargo
66
Wells Fargo
California
$7.88M +$989K +6,533 +14%
LIP
67
Liontrust Investment Partners
United Kingdom
$7.87M +$2.27M +15,000 +41%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$7.79M
BBA
69
Baader Bank Aktiengesellschaft
Germany
$7.57M +$7.57M +50,027 New
Capital World Investors
70
Capital World Investors
California
$7.57M
CG
71
Cutler Group
California
$7.38M -$1.27M -8,407 -15%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$7.08M +$7.08M +46,794 New
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$6.91M +$2.3M +15,203 +50%
Ameriprise
74
Ameriprise
Minnesota
$6.79M -$1.8M -11,837 -21%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$6.67M +$356K +2,352 +6%