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Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B
2
VVP
2
Vulcan Value Partners
Alabama
$1.35B
3
BlackRock
3
BlackRock
New York
$561M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$382M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$263M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.8M
2
VS
2
VK Services
California
$299M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M
4
BC
4
BIT Capital
Germany
$382M
5
TP
5
Third Point
New York
$3.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
76
Battery Management Corp
Massachusetts
$10.6M – – –
Goldman Sachs
77
Goldman Sachs
New York
$10.6M -$30.9M -97,809 -75%
EOJOAM
78
E. Ohman J:or Asset Management
Sweden
$10.3M +$10.3M +32,700 New
Federated Hermes
79
Federated Hermes
Pennsylvania
$10M +$10M +31,718 New
Simplex Trading
80
Simplex Trading
Illinois
$10M -$403K -3,249 -4%
PCM
81
Penserra Capital Management
California
$10M -$7.95M -25,118 -44%
Victory Capital Management
82
Victory Capital Management
Texas
$9.93M +$6.93M +21,911 +232%
CI Investments Inc
83
CI Investments Inc
Ontario, Canada
$9.9M +$9.9M +31,293 New
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$9.64M +$8.64M +27,313 +871%
KP
85
Kuvari Partners
United Kingdom
$9.4M -$196M -620,124 -95%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$9.08M +$3.94M +12,460 +77%
Osaic Holdings
87
Osaic Holdings
Arizona
$8.87M +$3.78M +11,964 +74%
ACM
88
Aubrey Capital Management
United Kingdom
$8.61M +$8.61M +27,200 New
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.97M +$5.75M +18,161 +259%
AP
90
AtonRa Partners
Switzerland
$7.55M +$158K +498 +2%
US Bancorp
91
US Bancorp
Minnesota
$7.53M -$33.7M -106,615 -82%
RPI
92
Railway Pension Investments
United Kingdom
$7.35M – – –
DCM
93
Driehaus Capital Management
Illinois
$7.25M +$7.25M +22,925 New
Rafferty Asset Management
94
Rafferty Asset Management
New York
$6.85M +$4.65M +14,692 +211%
RC
95
Renaissance Capital
Connecticut
$6.84M +$2.31M +7,307 +51%
RJA
96
Raymond James & Associates
Florida
$6.66M +$2.18M +6,894 +49%
PPA
97
Parametric Portfolio Associates
Washington
$6.57M +$5.27M +16,664 +408%
Nomura Holdings
98
Nomura Holdings
Japan
$6.37M -$9.41M -31,522 -60%
CAM
99
ClariVest Asset Management
California
$6.14M +$6.14M +19,406 New
AllianceBernstein
100
AllianceBernstein
Tennessee
$5.94M +$661K +2,090 +13%
2 3
4
5 6