Upstart Holdings
UPST
266 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 86 closing their positions.
2.97% less ownership
Funds ownership: 38.9% → 35.93% (-3%)
13% less funds holding
Funds holding: 305 → 266 (-39)
15% less call options, than puts
Call options by funds: $228M | Put options by funds: $269M
23% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 86
40% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 86
41% less capital invested
Capital invested by funds: $657M → $389M (-$268M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$8.38M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.43M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.22M |
| 4 |
SG Americas Securities
New York
|
+$6.2M |
| 5 |
BlackRock
New York
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$20.8M |
| 2 |
Coatue Management
New York
|
-$16.1M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
-$6.22M |
| 4 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
-$5.92M |
| 5 |
TC
TwinBeech Capital
Purchase,
New York
|
-$3.02M |
UPST Hedge Fund Activity: Q4 2022 in Review
266 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q4 2022, worth a combined $389M — down 41% from $657M a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of UPST and 52 opened new positions — a net loss of 34 holders — while 86 trimmed existing stakes and 66 added.
The largest buyer was Goldman Sachs, adding an estimated $8.38M. The largest seller was Viking Global Investors, exiting entirely with an estimated $20.8M sold.
- 266 institutional investors held Upstart Holdings (UPST) as of Q4 2022, down from 305 in Q3 2022.
- Funds reported $389M of Upstart Holdings stock for Q4 2022, down 41% quarter-over-quarter.
- 52 funds opened new Upstart Holdings positions in Q4 2022 and 86 closed out, a net change of -34 holders.
- The largest Upstart Holdings buyer in Q4 2022 was Goldman Sachs, an estimated $8.38M added.
- The largest Upstart Holdings seller in Q4 2022 was Viking Global Investors, an estimated $20.8M sold.
Based on aggregated 13F filings for Q4 2022.