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Upstart Holdings
UPST

Overview Fund Activity

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$74.7M
2
BlackRock
2
BlackRock
New York
$97.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$134M
4
Norges Bank
4
Norges Bank
Norway
$25.6M
5
State Street
5
State Street
Massachusetts
$41.7M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
VVP
2
Vulcan Value Partners
Alabama
$126M
3
AIM
3
Artemis Investment Management
United Kingdom
$0
4
FAM
4
Fred Alger Management
New York
$9.85M
5
BC
5
BIT Capital
Germany
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
101
Ergoteles
New York
$870K +$870K +27,501 New
TRCT
102
Tower Research Capital (TRC)
New York
$783K +$501K +15,860 +178%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$756K -$1.14M -36,129 -60%
Rafferty Asset Management
104
Rafferty Asset Management
New York
$750K -$29.4K -930 -4%
Aviva
105
Aviva
United Kingdom
$734K +$640K +20,235 +681%
KSCM
106
Kamunting Street Capital Management
Florida
$708K -$362K -11,454 -34%
TCM
107
Triumph Capital Management
Colorado
$604K +$392K +12,416 +185%
ASRS
108
Arizona State Retirement System
Arizona
$593K +$233K +7,361 +65%
Asset Management One
109
Asset Management One
Japan
$562K +$94.5K +2,989 +20%
GAM
110
Griffin Asset Management
New York
$558K +$36.3K +1,148 +7%
Vontobel Holding
111
Vontobel Holding
Switzerland
$556K +$249K +7,722 +81%
US Bancorp
112
US Bancorp
Minnesota
$555K -$3.92K -124 -0.7%
KPW
113
Kore Private Wealth
New York
$553K – – –
N
114
Natixis
France
$541K -$380K -12,009 -41%
AWM
115
AE Wealth Management
Kansas
$540K -$503K -15,930 -48%
Victory Capital Management
116
Victory Capital Management
Texas
$538K -$148K -4,663 -22%
IC
117
IEQ Capital
California
$532K -$150K -4,748 -22%
VHAM
118
Van Hulzen Asset Management
California
$530K +$329K +10,388 +163%
FAF
119
Fjarde Ap-fonden
Sweden
$512K +$313K +9,900 +157%
HT
120
HAP Trading
New York
$510K -$1.03M -32,530 -67%
Citadel Advisors
121
Citadel Advisors
Florida
$496K -$118K -3,734 -19%
GC
122
GMT Capital
Georgia
$496K – – –
RAM
123
Riggs Asset Management
Pennsylvania
$494K -$53.3K -1,684 -10%
Nomura Asset Management
124
Nomura Asset Management
Japan
$494K +$215K +6,800 +77%
SFG
125
Synergy Financial Group
California
$481K +$66.9K +2,113 +16%
3 4
5
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