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Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$14.8M
3
ACL
3
Azora Capital LP
Florida
$6.22M
4
FCM
4
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$0
2
Coatue Management
2
Coatue Management
New York
$34.6M
3
SCM
3
Steadfast Capital Management
New York
$0
4
Amundi
4
Amundi
France
$47K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAF
101
Fjarde Ap-fonden
Sweden
$512K – – –
PWM
102
Perigon Wealth Management
California
$511K +$233K +11,200 +84%
TSWM
103
Tyler-Stone Wealth Management
Ohio
$504K +$379K +18,230 +303%
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$486K -$410K -19,699 -46%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$483K -$296K -14,240 -38%
Citadel Advisors
106
Citadel Advisors
Florida
$472K +$146K +7,000 +45%
MML Investors Services
107
MML Investors Services
Massachusetts
$472K +$170K +8,198 +56%
AllianceBernstein
108
AllianceBernstein
Tennessee
$453K -$223K -10,748 -33%
ASRS
109
Arizona State Retirement System
Arizona
$431K +$40.8K +1,965 +10%
TRCT
110
Tower Research Capital (TRC)
New York
$402K -$113K -5,426 -22%
NL
111
Navalign LLC
California
$384K +$384K +18,464 New
US Bancorp
112
US Bancorp
Minnesota
$379K +$13.7K +660 +4%
MIAN
113
Mariner Independent Advisor Network
Kansas
$372K +$112K +5,395 +43%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$365K +$83K +3,994 +29%
VHAM
115
Van Hulzen Asset Management
California
$361K +$12.6K +607 +4%
HF
116
HRT Financial
New York
$359K +$359K +17,297 New
BBA
117
Baader Bank Aktiengesellschaft
Germany
$352K -$335K -16,100 -49%
SFG
118
Synergy Financial Group
California
$350K +$33.9K +1,632 +11%
VFA
119
Valeo Financial Advisors
Indiana
$345K +$35.7K +1,717 +12%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$345K +$52K +2,495 +18%
GC
121
GMT Capital
Georgia
$326K – – –
EVM
122
Eaton Vance Management
Massachusetts
$326K +$35.2K +1,691 +12%
HH
123
Hilltop Holdings
Texas
$320K +$119K +5,705 +59%
PWP
124
Pursue Wealth Partners
California
$312K +$312K +15,000 New
KAS
125
Kestra Advisory Services
Texas
$309K +$133K +6,428 +76%
3 4
5
6 7