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Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS AM
51
UBS AM
Illinois
$1.85M
LPL Financial
52
LPL Financial
California
$1.82M +$44.7K +1,248 +3%
Bank Julius Baer & Co
53
Bank Julius Baer & Co
Switzerland
$1.82M +$75K +2,094 +4%
B
54
Bailard
California
$1.77M +$17.8K +498 +1%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$1.76M +$419K +11,713 +31%
RL
56
Retireful LLC
Michigan
$1.75M +$1.75M +48,944 New
Optiver Holding
57
Optiver Holding
Netherlands
$1.75M +$1.75M +48,866 New
BCM
58
Bayesian Capital Management
New York
$1.74M -$7.16K -200 -0.4%
Capital Fund Management (CFM)
59
Capital Fund Management (CFM)
France
$1.69M +$869K +24,269 +106%
Marshall Wace
60
Marshall Wace
United Kingdom
$1.68M -$2.59M -72,203 -61%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$1.63M +$3.19K +89 +0.2%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.59M -$223K -6,234 -12%
E
63
Ergoteles
New York
$1.57M +$1.57M +43,916 New
CM
64
Capula Management
Cayman Islands
$1.52M -$244K -6,809 -14%
MMA
65
Miracle Mile Advisors
California
$1.45M +$3.58K +100 +0.2%
EI
66
EAM Investors
California
$1.37M +$1.37M +38,250 New
MIM
67
MetLife Investment Management
New Jersey
$1.37M +$1.3M +36,185 +1,812%
Ameriprise
68
Ameriprise
Minnesota
$1.29M +$192K +5,365 +17%
CBA
69
Coastal Bridge Advisors
Connecticut
$1.28M
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$1.27M -$15.6K -437 -1%
MCM
71
Manchester Capital Management
Vermont
$1.27M
LFAS
72
Level Four Advisory Services
Texas
$1.26M +$1.26M +35,245 New
AIG
73
American International Group
New York
$1.24M +$1.22M +33,934 +4,384%
PFS
74
Prospera Financial Services
Texas
$1.24M +$181K +5,061 +17%
Prudential Financial
75
Prudential Financial
New Jersey
$1.19M +$1.19M +33,225 New