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Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Optiver Holding
51
Optiver Holding
Netherlands
$2.71M -$16.5M -403,597 -86%
Citigroup
52
Citigroup
New York
$2.53M +$814K +19,911 +47%
Connor, Clark & Lunn Investment Management (CC&L)
53
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.49M -$752K -18,407 -23%
Bank Julius Baer & Co
54
Bank Julius Baer & Co
Switzerland
$2.41M +$201K +4,929 +9%
LPL Financial
55
LPL Financial
California
$2.4M +$104K +2,542 +5%
AFG
56
Atomi Financial Group
New York
$2.4M +$2.4M +58,657 New
Robeco Institutional Asset Management
57
Robeco Institutional Asset Management
Netherlands
$2.34M
SW
58
SVB Wealth
Massachusetts
$2.15M +$1.07M +26,133 +99%
JCM
59
JAT Capital Management
Connecticut
$2.14M +$2.14M +52,350 New
WFA
60
WMG Financial Advisors
Tennessee
$2.09M -$137K -3,365 -6%
GFP
61
Gryphon Financial Partners
Ohio
$2.04M
CIA
62
Capital Impact Advisors
Massachusetts
$1.99M +$1.19M +29,185 +150%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.93M +$113K +2,770 +6%
Wells Fargo
64
Wells Fargo
California
$1.75M +$120K +2,947 +7%
OQS
65
Occudo Quantitative Strategies
Florida
$1.73M +$1.73M +42,388 New
Pictet Asset Management
66
Pictet Asset Management
Switzerland
$1.73M -$2.11M -51,731 -55%
SEC
67
Seven Eight Capital
New York
$1.72M -$2.6M -63,511 -60%
Mariner
68
Mariner
Kansas
$1.7M +$151K +3,685 +10%
MMA
69
Miracle Mile Advisors
California
$1.65M
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.63M -$2.66K -65 -0.2%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$1.62M +$76.9K +1,880 +5%
B
72
Bailard
California
$1.62M
MIM
73
MetLife Investment Management
New Jersey
$1.56M
CTC (Chicago Trading Company)
74
CTC (Chicago Trading Company)
Illinois
$1.54M -$1.43M -34,900 -48%
LCGC
75
Legacy Capital Group California
California
$1.5M +$123K +3,001 +9%