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Upstart Holdings

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$964K +$53.2K +1,863 +6%
LCGC
77
Legacy Capital Group California
California
$963K +$17.1K +599 +2%
MML Investors Services
78
MML Investors Services
Massachusetts
$941K +$67.5K +2,367 +8%
Ameriprise
79
Ameriprise
Minnesota
$940K -$91.7K -3,213 -9%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$931K +$285 +10 +0%
UBS Group
81
UBS Group
Switzerland
$885K -$1.9M -66,570 -68%
TWA
82
TCI Wealth Advisors
Arizona
$879K +$144K +5,049 +20%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$873K +$15.3K +535 +2%
Squarepoint
84
Squarepoint
New York
$872K +$546K +19,145 +168%
MIC
85
Maxi Investments CY
Cyprus
$859K
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$853K +$298K +10,443 +54%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$853K +$137K +4,803 +19%
TSWM
88
Tyler-Stone Wealth Management
Ohio
$820K +$39.7K +1,390 +5%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$820K +$7.48K +262 +0.9%
MF
90
Magnetar Financial
Illinois
$816K +$816K +28,599 New
American Century Companies
91
American Century Companies
Missouri
$796K +$82.7K +2,896 +12%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$784K +$84.5K +2,942 +12%
PFS
93
Prospera Financial Services
Texas
$772K -$218K -7,652 -22%
Ensign Peak Advisors
94
Ensign Peak Advisors
Utah
$759K
SW
95
SVB Wealth
Massachusetts
$754K -$257 -9 -0%
SG Americas Securities
96
SG Americas Securities
New York
$753K +$555K +19,445 +280%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$744K +$49.4K +1,730 +7%
Millennium Management
98
Millennium Management
New York
$724K +$724K +25,352 New
Dimensional Fund Advisors
99
Dimensional Fund Advisors
Texas
$703K -$598K -20,946 -46%
Rafferty Asset Management
100
Rafferty Asset Management
New York
$697K -$8.53K -299 -1%