UPST icon

Upstart Holdings
UPST

Overview Fund Activity

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$74.7M
2
BlackRock
2
BlackRock
New York
$97.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$134M
4
Norges Bank
4
Norges Bank
Norway
$25.6M
5
State Street
5
State Street
Massachusetts
$41.7M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
VVP
2
Vulcan Value Partners
Alabama
$126M
3
AIM
3
Artemis Investment Management
United Kingdom
$0
4
FAM
4
Fred Alger Management
New York
$9.85M
5
BC
5
BIT Capital
Germany
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$2.72M +$1.1M +34,810 +68%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$2.67M +$1.14M +35,957 +74%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$2.64M -$1.32M -41,678 -33%
WFA
54
WMG Financial Advisors
Tennessee
$2.51M +$1.24M +39,303 +98%
AWA
55
Arkadios Wealth Advisors
Georgia
$2.41M +$2.41M +76,154 New
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$2.4M +$724K +22,912 +43%
Optiver Holding
57
Optiver Holding
Netherlands
$2.27M +$2.27M +71,705 New
Jane Street
58
Jane Street
New York
$2.22M -$7.77M -245,746 -78%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$2.22M +$812K +25,666 +58%
Wells Fargo
60
Wells Fargo
California
$2.22M -$52.1K -1,648 -2%
Bank Julius Baer & Co
61
Bank Julius Baer & Co
Switzerland
$2.08M +$844K +26,692 +68%
CSS
62
Cubist Systematic Strategies
Connecticut
$2M +$1.72M +54,256 +595%
MCM
63
Mason Capital Management
New York
$1.95M +$1.95M +61,600 New
Ameriprise
64
Ameriprise
Minnesota
$1.92M -$305K -9,829 -14%
BWA
65
Bordeaux Wealth Advisors
California
$1.9M – – –
IMC Chicago
66
IMC Chicago
Illinois
$1.87M +$1.18M +37,190 +170%
Invesco
67
Invesco
Georgia
$1.83M +$764K +24,164 +72%
AAF
68
Andra AP-fonden
Sweden
$1.81M +$1.81M +57,100 New
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$1.61M +$823K +26,035 +105%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$1.38M +$233K +7,362 +20%
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$1.36M +$404K +12,778 +42%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.31M +$29.9K +946 +2%
WAM
73
Wolverine Asset Management
Illinois
$1.29M -$1.11M -35,029 -46%
Parallax Volatility Advisers
74
Parallax Volatility Advisers
California
$1.28M -$2.55M -80,653 -67%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$1.28M +$1.05M +33,332 +468%
1 2
3
4 5