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Upstart Holdings

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M
Name Market Value Shares Shares
Change
Shares
Change %
AIG
76
American International Group
New York
$984K 36,599 +193 +0.5%
HT
77
Headlands Technologies
Illinois
$973K 36,181 +31,002 +599%
LCGC
78
Legacy Capital Group California
California
$963K 35,831 -928 -3%
CBA
79
Coastal Bridge Advisors
Connecticut
$960K 35,688
MML Investors Services
80
MML Investors Services
Massachusetts
$942K 35,022 -273 -0.8%
Verition Fund Management
81
Verition Fund Management
Connecticut
$905K 33,670 +33,670 New
Janus Henderson Group
82
Janus Henderson Group
United Kingdom
$876K 32,609 +15 +0%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$872K 32,430 +2,557 +9%
SW
84
SVB Wealth
Massachusetts
$843K 31,356 -21,213 -40%
MIC
85
Maxi Investments CY
Cyprus
$809K 30,100
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$798K 29,685 -22 -0.1%
HCA
87
Harbor Capital Advisors
Illinois
$785K 29,198 +29,198 New
Walleye Trading
88
Walleye Trading
New York
$745K 27,701 +27,701 New
TSWM
89
Tyler-Stone Wealth Management
Ohio
$744K 27,667 -260 -0.9%
Creative Planning
90
Creative Planning
Kansas
$744K 27,651 +846 +3%
HH
91
Hilltop Holdings
Texas
$742K 27,610 -8,044 -23%
SG Americas Securities
92
SG Americas Securities
New York
$735K 27,343 -6,451 -19%
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$715K 26,600
Dimensional Fund Advisors
94
Dimensional Fund Advisors
Texas
$700K 26,037 +1,022 +4%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$664K 24,679 -1,367 -5%
QT
96
Quantbot Technologies
New York
$658K 24,457 +24,457 New
VOYA Investment Management
97
VOYA Investment Management
Georgia
$643K 23,927 -5,149 -18%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$639K 23,769 -5,766 -20%
PFS
99
Prospera Financial Services
Texas
$587K 21,844 -4,819 -18%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$584K 21,700 -10 -0%