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Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$14.8M
3
ACL
3
Azora Capital LP
Florida
$6.22M
4
FCM
4
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$0
2
Coatue Management
2
Coatue Management
New York
$34.6M
3
SCM
3
Steadfast Capital Management
New York
$0
4
Amundi
4
Amundi
France
$47K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
51
State of New Jersey Common Pension Fund D
New Jersey
$1.81M +$752K +36,173 +71%
SEC
52
Seven Eight Capital
New York
$1.76M +$1.76M +84,729 New
Citigroup
53
Citigroup
New York
$1.75M -$1.72M -82,575 -50%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$1.7M -$52.8K -2,538 -3%
AWA
55
Arkadios Wealth Advisors
Georgia
$1.66M +$72.9K +3,509 +5%
WFA
56
WMG Financial Advisors
Tennessee
$1.64M -$8.53K -410 -0.5%
DCM
57
Dorsal Capital Management
California
$1.56M +$1.56M +75,000 New
Twin Tree Management
58
Twin Tree Management
Texas
$1.53M -$3.97M -190,983 -72%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$1.52M +$58.4K +2,810 +4%
LPL Financial
60
LPL Financial
California
$1.44M -$509K -24,493 -26%
Legal & General Group
61
Legal & General Group
United Kingdom
$1.39M -$5.51M -265,191 -80%
GAM
62
Gotham Asset Management
New York
$1.38M +$557K +26,805 +68%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$1.34M -$239K -11,512 -15%
Millennium Management
64
Millennium Management
New York
$1.18M -$758K -36,480 -39%
APA
65
American Portfolios Advisors
New York
$1.13M +$1.08M +52,081 +2,256%
Invesco
66
Invesco
Georgia
$1.08M -$124K -5,981 -10%
Wolverine Trading
67
Wolverine Trading
Illinois
$1.05M +$236K +11,256 +29%
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$987K -$383K -18,430 -28%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$936K -$1.11M -53,148 -54%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$918K +$757K +36,410 +472%
Squarepoint
71
Squarepoint
New York
$914K +$747K +35,919 +447%
ASN
72
Advisory Services Network
Georgia
$907K +$134K +6,443 +17%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$887K +$46.9K +2,260 +6%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$841K -$65.8K -3,166 -7%
MMA
75
Miracle Mile Advisors
California
$838K +$838K +40,305 New
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