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Upstart Holdings
UPST

Overview Fund Activity

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.7M
2
Optiver Holding
2
Optiver Holding
Netherlands
$13.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$18.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.57M
5
FAM
5
Fred Alger Management
New York
$14.5M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$45.1M
2
BlackRock
2
BlackRock
New York
$143M
3
Jane Street
3
Jane Street
New York
$6.52M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$1.64M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$1.92M -$247K -8,671 -11%
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$1.64M -$7.78M -272,644 -83%
LPL Financial
53
LPL Financial
California
$1.6M +$148K +5,192 +10%
WFA
54
WMG Financial Advisors
Tennessee
$1.56M -$726K -25,423 -32%
Bank Julius Baer & Co
55
Bank Julius Baer & Co
Switzerland
$1.54M +$86.5K +3,031 +6%
BCM
56
Bayesian Capital Management
New York
$1.53M +$143K +5,009 +10%
TI
57
Trexquant Investment
Connecticut
$1.53M +$1.53M +53,575 New
GFP
58
Gryphon Financial Partners
Ohio
$1.43M +$1.43M +50,000 New
ASN
59
Advisory Services Network
Georgia
$1.4M +$1.4M +49,121 New
Walleye Capital
60
Walleye Capital
New York
$1.32M +$1.32M +46,292 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.27M -$2.66K -93 -0.2%
Citigroup
62
Citigroup
New York
$1.2M -$292K -10,223 -20%
MMA
63
Miracle Mile Advisors
California
$1.15M -$2.85K -100 -0.2%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.14M +$298K +10,441 +35%
Wells Fargo
65
Wells Fargo
California
$1.14M -$559K -19,603 -33%
B
66
Bailard
California
$1.13M -$284K -9,967 -20%
HH
67
Hilltop Holdings
Texas
$1.11M +$423K +14,815 +61%
MIM
68
MetLife Investment Management
New Jersey
$1.09M – – –
Mariner
69
Mariner
Kansas
$1.08M +$372K +13,032 +52%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$1.08M +$60.6K +2,124 +6%
RF
71
Rollins Financial
Georgia
$1.08M +$858K +30,072 +395%
AIG
72
American International Group
New York
$1.03M +$36.5K +1,280 +4%
CBA
73
Coastal Bridge Advisors
Connecticut
$1.02M – – –
MCM
74
Manchester Capital Management
Vermont
$1.01M – – –
LFAS
75
Level Four Advisory Services
Texas
$1M -$3.43K -120 -0.3%
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