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Upstart Holdings
UPST

Overview Fund Activity

473 hedge funds and large institutions have $5.82B invested in Upstart Holdings in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 204 increasing their positions, 73 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+51
Holders Change %
+12.09%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.12%
New
164
Increased
204
Reduced
73
Closed
109
Calls
$997M
Puts
$1.19B
Net Calls
-$189M
Net Calls Change
-$677M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$261M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$147M
4
Jane Street
4
Jane Street
New York
$132M
5
VVP
5
Vulcan Value Partners
Alabama
$733M

Top Sellers

1
TP
1
Third Point
New York
$605M
2
VS
2
VK Services
California
$0
3
WRCM
3
Whale Rock Capital Management
Massachusetts
$0
4
FAM
4
Fred Alger Management
New York
$138M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
N
76
Natixis
France
$6.17M +$3.91M +25,861 +173%
MAM
77
Myriad Asset Management
Hong Kong
$6.05M +$6.05M +40,000 New
EOJOAM
78
E. Ohman J:or Asset Management
Sweden
$5.83M +$878K +5,800 +18%
RJA
79
Raymond James & Associates
Florida
$5.6M +$2.42M +15,976 +76%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$5.46M +$1.12M +7,382 +26%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$5.44M +$3.19M +21,084 +142%
LAM
82
LifePro Asset Management
California
$5.43M +$4.74M +31,359 +696%
CBA
83
Coastal Bridge Advisors
Connecticut
$5.38M +$3.87M +25,588 +256%
Victory Capital Management
84
Victory Capital Management
Texas
$5.19M +$440K +2,909 +9%
Handelsbanken Fonder
85
Handelsbanken Fonder
Sweden
$5.15M +$5.15M +34,040 New
SO
86
STRS Ohio
Ohio
$5M +$4.69M +31,018 +1,533%
CI Investments Inc
87
CI Investments Inc
Ontario, Canada
$4.74M +$454 +3 +0%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$4.7M -$966K -6,387 -17%
SEI Investments
89
SEI Investments
Pennsylvania
$4.22M -$5.9M -39,784 -58%
AAF
90
Andra AP-fonden
Sweden
$4.22M -$3.87M -25,551 -48%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$4.18M -$18.9M -124,930 -82%
ACM
92
Aubrey Capital Management
United Kingdom
$4.11M – – –
E
93
Ergoteles
New York
$4.1M +$4.1M +27,102 New
AP
94
AtonRa Partners
Switzerland
$4.01M +$406K +2,681 +11%
Twin Tree Management
95
Twin Tree Management
Texas
$4M +$4M +26,464 New
GIA
96
Gladstone Institutional Advisory
Florida
$3.94M +$2.41M +15,926 +158%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.72M -$89.3K -590 -2%
PPA
98
Parametric Portfolio Associates
Washington
$3.7M +$556K +3,673 +18%
Rafferty Asset Management
99
Rafferty Asset Management
New York
$3.64M +$365K +2,414 +11%
JF
100
Jump Financial
Illinois
$3.53M +$2.28M +15,058 +181%
2 3
4
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