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Upstart Holdings

130 hedge funds and large institutions have $5.12B invested in Upstart Holdings in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+69
Holders Change %
+113.11%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
87
Increased
17
Reduced
14
Closed
18
Calls
$159M
Puts
$160M
Net Calls
-$1.94M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
101
Wolff Wiese Magana
California
$78K +$78K +605 New
EVM
102
Eaton Vance Management
Massachusetts
$68K +$68K +530 New
BWP
103
Baldwin Wealth Partners
Massachusetts
$64K +$64K +500 New
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$55.5K +$55.5K +431 New
CFG
105
CKW Financial Group
Hawaii
$53K +$53K +409 New
HIA
106
Harbor Investment Advisory
Maryland
$52K +$52K +400 New
SPIA
107
Steward Partners Investment Advisory
New York
$45.1K +$45.1K +350 New
PA
108
Parallel Advisors
California
$45K +$45K +350 New
GWS
109
Glassman Wealth Services
Virginia
$27K +$27K +210 New
US Bancorp
110
US Bancorp
Minnesota
$26K +$26K +200 New
SWM
111
Spire Wealth Management
Virginia
$26K +$26K +200 New
APP
112
Alpha Paradigm Partners
Illinois
$22K +$22K +167 New
CAM
113
CenterStar Asset Management
Illinois
$20K
Deutsche Bank
114
Deutsche Bank
Germany
$20K +$20K +159 New
TWP
115
TFO Wealth Partners
Ohio
$19K +$19K +150 New
IFAM
116
Institutional & Family Asset Management
Colorado
$18K +$18K +141 New
AIC
117
Ameritas Investment Company
Nebraska
$13.8K +$13.8K +107 New
VFA
118
Valeo Financial Advisors
Indiana
$13K +$13K +100 New
JCM
119
Jacobi Capital Management
Pennsylvania
$13K +$13K +100 New
HI
120
Harbour Investments
Wisconsin
$13K +$13K +100 New
OIA
121
Optimum Investment Advisors
Illinois
$13K +$13K +100 New
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$13K +$13K +110 New
NL
123
NVWM LLC
Pennsylvania
$8K +$8K +62 New
SFS
124
Sowell Financial Services
Arkansas
$7K +$7K +80 New
HNB
125
Huntington National Bank
Ohio
$6K +$6K +50 New