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Upstart Holdings
UPST

Overview Fund Activity

262 hedge funds and large institutions have $471M invested in Upstart Holdings in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
77
Reduced
63
Closed
43
Calls
$239M
Puts
$306M
Net Calls
-$66.8M
Net Calls Change
-$25.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.5M
2
Coatue Management
2
Coatue Management
New York
$26.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.57M
4
FCM
4
Freshford Capital Management
New York
$3.47M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.7M
2
Norges Bank
2
Norges Bank
Norway
$9.86M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$356K
4
LIP
4
Liontrust Investment Partners
United Kingdom
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.03M – – –
CSS
52
Cubist Systematic Strategies
Connecticut
$1.01M -$1.55M -97,250 -61%
SEC
53
Seven Eight Capital
New York
$961K -$174K -10,939 -15%
LPL Financial
54
LPL Financial
California
$790K -$57.3K -3,603 -7%
CM
55
Capula Management
Cayman Islands
$785K +$423K +26,645 +117%
B
56
Bailard
California
$779K – – –
Bank Julius Baer & Co
57
Bank Julius Baer & Co
Switzerland
$776K +$31.2K +1,962 +4%
BCM
58
Bayesian Capital Management
New York
$775K +$775K +48,800 New
Wells Fargo
59
Wells Fargo
California
$736K +$223K +14,063 +44%
SSA
60
Schonfeld Strategic Advisors
New York
$725K +$350K +22,000 +93%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$723K +$723K +45,483 New
CF
62
Cantor Fitzgerald
New York
$710K +$710K +50,000 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$666K -$17.3K -1,086 -3%
OTL
64
Oak Thistle LLC
New York
$641K +$641K +40,360 New
MMA
65
Miracle Mile Advisors
California
$640K – – –
PMEF
66
Point72 Middle East FZE
United Arab Emirates
$619K +$619K +38,932 New
RJFSA
67
Raymond James Financial Services Advisors
Florida
$596K +$147K +9,262 +33%
ASN
68
Advisory Services Network
Georgia
$595K +$267K +16,818 +81%
FCM
69
Fairbanks Capital Management
California
$590K +$240K +15,100 +69%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$573K -$14.2K -894 -2%
CBA
71
Coastal Bridge Advisors
Connecticut
$567K – – –
MCM
72
Manchester Capital Management
Vermont
$562K +$349K +21,941 +163%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$557K -$17.3K -1,088 -3%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$527K -$136K -8,795 -20%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$520K +$86K +5,411 +20%
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