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Upstart Holdings
UPST

Overview Fund Activity

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.6M
3
Bank of America
3
Bank of America
North Carolina
$20.5M
4
SG Americas Securities
4
SG Americas Securities
New York
$13.7M
5
BlackRock
5
BlackRock
New York
$41.6M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Coatue Management
2
Coatue Management
New York
$11M
3
ACL
3
Azora Capital LP
Florida
$0
4
FCM
4
Freshford Capital Management
New York
$0
5
TC
5
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KSCM
76
Kamunting Street Capital Management
Florida
$362K -$66.1K -5,000 -15%
SW
77
SVB Wealth
Massachusetts
$362K -$740 -56 -0.2%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$360K -$223K -16,860 -38%
SAM
79
Stansberry Asset Management
Texas
$335K +$6.57K +497 +2%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$328K -$95.4K -7,232 -23%
TSWM
81
Tyler-Stone Wealth Management
Ohio
$320K – – –
CC
82
Centiva Capital
New York
$317K +$317K +23,956 New
Deutsche Bank
83
Deutsche Bank
Germany
$315K -$94.9K -7,175 -23%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$314K -$251K -18,956 -44%
SSA
85
Schonfeld Strategic Advisors
New York
$312K -$985K -74,500 -76%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$304K -$116K -8,776 -28%
CM
87
Capula Management
Cayman Islands
$301K +$301K +22,744 New
FCM
88
Fairbanks Capital Management
California
$291K +$291K +22,000 New
BBA
89
Baader Bank Aktiengesellschaft
Germany
$285K +$60.8K +4,600 +27%
ASRS
90
Arizona State Retirement System
Arizona
$273K -$965 -73 -0.4%
ASN
91
Advisory Services Network
Georgia
$273K -$304K -22,984 -53%
HH
92
Hilltop Holdings
Texas
$265K +$61.3K +4,635 +30%
US Bancorp
93
US Bancorp
Minnesota
$262K +$21.3K +1,614 +9%
Marshall Wace
94
Marshall Wace
United Kingdom
$240K -$201K -15,226 -46%
MML Investors Services
95
MML Investors Services
Massachusetts
$236K -$63.9K -4,842 -21%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$230K -$966K -73,050 -81%
Point72 Asset Management
97
Point72 Asset Management
Connecticut
$223K +$223K +16,889 New
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$220K +$25.8K +1,950 +13%
HI
99
Harbour Investments
Wisconsin
$220K +$104K +7,900 +91%
AB
100
Amalgamated Bank
New York
$217K +$35.6K +2,700 +20%
2 3
4
5 6