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Upstart Holdings

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
101
Mariner
Kansas
$206K +$206K +15,568 New
AWS
102
Atria Wealth Solutions
New York
$198K +$14.8K +1,117 +8%
CA
103
Cetera Advisors
Colorado
$192K +$192K +14,533 New
IAIM
104
International Assets Investment Management
Florida
$185K +$185K +14,021 New
MCM
105
Manchester Capital Management
Vermont
$178K +$103K +7,757 +136%
CAN
106
Cetera Advisor Networks
California
$177K +$16.3K +1,234 +10%
JFG
107
Jefferies Financial Group
New York
$175K +$175K +13,200 New
VOYA Investment Management
108
VOYA Investment Management
Georgia
$171K -$264 -20 -0.2%
VFA
109
Valeo Financial Advisors
Indiana
$170K -$48.9K -3,700 -22%
RJA
110
Raymond James & Associates
Florida
$166K -$1.43M -108,113 -90%
Victory Capital Management
111
Victory Capital Management
Texas
$159K +$18.2K +1,374 +13%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$155K +$26.9K +2,035 +21%
SPA
113
Sherbrooke Park Advisers
New York
$149K +$149K +11,300 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$143K -$75.6K -5,718 -35%
Citadel Advisors
115
Citadel Advisors
Florida
$141K -$159K -12,022 -53%
AIM
116
Arcadia Investment Management
Michigan
$139K +$92.1K +6,963 +197%
Creative Planning
117
Creative Planning
Kansas
$138K -$22.1K -1,672 -14%
BA
118
Bridgewater Associates
Connecticut
$133K +$133K +10,069 New
KA
119
Kercheville Advisors
Texas
$132K
AA
120
Antipodean Advisors
New York
$132K +$132K +10,000 New
NFSG
121
Newbridge Financial Services Group
Florida
$129K -$37.1K -2,805 -22%
Mitsubishi UFJ Asset Management
122
Mitsubishi UFJ Asset Management
Japan
$125K -$176K -13,651 -58%
QC
123
Quent Capital
New York
$116K +$29.6K +2,237 +34%
CG
124
Cutler Group
California
$109K +$40.7K +3,089 +60%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$97.4K