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Upstart Holdings
UPST

Overview Fund Activity

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$39.2M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$20.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$12.3M
4
FAM
4
Fred Alger Management
New York
$13.6M
5
ACL
5
Azora Capital LP
Florida
$5.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.7M
2
Jane Street
2
Jane Street
New York
$14.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$54.5M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1M
5
Bank of America
5
Bank of America
North Carolina
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
51
Robeco Institutional Asset Management
Netherlands
$1.54M 57,356 – –
Deutsche Bank
52
Deutsche Bank
Germany
$1.52M 56,608 -19,614 -26%
Citigroup
53
Citigroup
New York
$1.48M 54,967 -7,031 -11%
Squarepoint
54
Squarepoint
New York
$1.46M 54,243 -206,504 -79%
Wells Fargo
55
Wells Fargo
California
$1.36M 50,560 +7,803 +18%
ET
56
Entropy Technologies
New York
$1.36M 50,501 +50,501 New
EAM
57
Eschler Asset Management
United Kingdom
$1.34M 50,000 +50,000 New
CTC (Chicago Trading Company)
58
CTC (Chicago Trading Company)
Illinois
$1.34M 49,697 +11,960 +32%
WFA
59
WMG Financial Advisors
Tennessee
$1.32M 49,132 -2,000 -4%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$1.27M 79,922 +59,346 +288%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$1.25M 46,624 +26,161 +128%
CIA
62
Capital Impact Advisors
Massachusetts
$1.19M 44,369 -4,263 -9%
Mariner
63
Mariner
Kansas
$1.15M 42,601 +1,006 +2%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$1.14M 42,350 +2,770 +7%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.11M 41,444 -5,745 -12%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11M 41,325 +1,463 +4%
MMA
67
Miracle Mile Advisors
California
$1.09M 40,370 +65 +0.2%
GFP
68
Gryphon Financial Partners
Ohio
$1.08M 40,000 -10,000 -20%
CSS
69
Cubist Systematic Strategies
Connecticut
$1.08M 39,981 +28,317 +243%
TWA
70
TCI Wealth Advisors
Arizona
$1.07M 39,971 +6,088 +18%
B
71
Bailard
California
$1.06M 39,297 -234 -0.6%
LFAS
72
Level Four Advisory Services
Texas
$1.05M 25,763 – –
MIM
73
MetLife Investment Management
New Jersey
$1.03M 38,182 – –
MCM
74
Manchester Capital Management
Vermont
$1M 37,325 +1,932 +5%
Two Sigma Investments
75
Two Sigma Investments
New York
$1M 37,300 -1,023,573 -96%
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