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Upstart Holdings

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
76
Winton Group
United Kingdom
$841K +$841K +35,661 New
LCGC
77
Legacy Capital Group California
California
$811K -$34.6K -1,465 -4%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$803K +$102K +4,341 +15%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$799K +$247K +10,614 +45%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$760K -$9.01K -382 -1%
MIC
81
Maxi Investments CY
Cyprus
$710K
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$709K -$56.3K -2,385 -7%
GFP
83
Gryphon Financial Partners
Ohio
$708K -$236K -10,000 -25%
IAA
84
Independent Advisor Alliance
North Carolina
$695K +$695K +29,455 New
TSWM
85
Tyler-Stone Wealth Management
Ohio
$675K +$22.4K +950 +3%
Mariner
86
Mariner
Kansas
$639K -$366K -15,508 -36%
Osaic Holdings
87
Osaic Holdings
Arizona
$637K +$191K +8,083 +43%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$635K +$55.7K +2,370 +10%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$627K
SW
90
SVB Wealth
Massachusetts
$620K -$119K -5,056 -16%
Creative Planning
91
Creative Planning
Kansas
$617K -$35K -1,482 -5%
Dimensional Fund Advisors
92
Dimensional Fund Advisors
Texas
$605K -$9.25K -392 -2%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$597K +$32.8K +1,390 +6%
Jacobs Levy Equity Management
94
Jacobs Levy Equity Management
New Jersey
$572K +$572K +24,245 New
TI
95
Tidal Investments
Wisconsin
$520K +$520K +22,029 New
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$485K -$1.4M -59,346 -74%
ASRS
97
Arizona State Retirement System
Arizona
$485K +$16.5K +698 +4%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$485K -$27.4K -1,160 -5%
SCM
99
Shelton Capital Management
Colorado
$472K
ProShare Advisors
100
ProShare Advisors
Maryland
$469K +$155K +6,552 +49%