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Upstart Holdings
UPST

Overview Fund Activity

262 hedge funds and large institutions have $471M invested in Upstart Holdings in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
77
Reduced
63
Closed
43
Calls
$239M
Puts
$306M
Net Calls
-$66.8M
Net Calls Change
-$25.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.5M
2
Coatue Management
2
Coatue Management
New York
$26.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.57M
4
FCM
4
Freshford Capital Management
New York
$3.47M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.7M
2
Norges Bank
2
Norges Bank
Norway
$9.86M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$356K
4
LIP
4
Liontrust Investment Partners
United Kingdom
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
76
TCI Wealth Advisors
Arizona
$514K +$50.6K +3,187 +11%
CB
77
Commerce Bank
Missouri
$492K +$25K +1,575 +5%
Treasurer of the State of North Carolina
78
Treasurer of the State of North Carolina
North Carolina
$490K +$3.5K +220 +0.7%
Ameriprise
79
Ameriprise
Minnesota
$489K +$37.9K +2,384 +8%
MIC
80
Maxi Investments CY
Cyprus
$478K – – –
PFS
81
Prospera Financial Services
Texas
$471K +$471K +29,648 New
ZDA
82
Zweig-DiMenna Associates
New York
$470K -$87.2K -5,490 -16%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$454K +$89.3K +5,624 +24%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$440K +$45.4K +2,859 +11%
SW
85
SVB Wealth
Massachusetts
$428K -$7.45K -469 -2%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$423K +$423K +26,600 New
Osaic Holdings
87
Osaic Holdings
Arizona
$407K -$394K -24,778 -49%
Citigroup
88
Citigroup
New York
$398K -$582K -36,650 -59%
MML Investors Services
89
MML Investors Services
Massachusetts
$394K +$110K +6,946 +39%
HH
90
Hilltop Holdings
Texas
$374K +$56.2K +3,536 +18%
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
$373K +$373K +23,497 New
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$368K +$368K +23,182 New
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$365K +$365K +23,000 New
First Trust Advisors
94
First Trust Advisors
Illinois
$356K -$2.46M -154,518 -87%
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$355K +$355K +22,342 New
RIA
96
Regal Investment Advisors
Michigan
$342K +$342K +21,505 New
AWM
97
AE Wealth Management
Kansas
$340K +$340K +21,377 New
ASRS
98
Arizona State Retirement System
Arizona
$339K +$11K +691 +3%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$314K -$62.9K -3,965 -17%
QOP
100
Quinn Opportunity Partners
Virginia
$298K +$298K +18,774 New
2 3
4
5 6