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Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$697K +$697K +19,459 New
Wolverine Trading
102
Wolverine Trading
Illinois
$696K +$696K +19,596 New
IA
103
Inspire Advisors
Idaho
$691K +$63.7K +1,779 +10%
BBA
104
Baader Bank Aktiengesellschaft
Germany
$607K -$57K -1,603 -9%
AWM
105
AE Wealth Management
Kansas
$591K -$174K -4,867 -23%
HI
106
Harbour Investments
Wisconsin
$589K +$179 +5 +0%
Creative Planning
107
Creative Planning
Kansas
$561K +$55.6K +1,554 +11%
IIA
108
IPG Investment Advisors
California
$537K +$537K +15,000 New
SSA
109
Schonfeld Strategic Advisors
New York
$526K -$1.11M -30,900 -68%
VFA
110
Valeo Financial Advisors
Indiana
$508K -$716 -20 -0.1%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$457K -$4.73M -131,951 -91%
CA
112
Cetera Advisors
Colorado
$449K -$59.7K -1,668 -12%
SPA
113
Sherbrooke Park Advisers
New York
$421K +$421K +11,752 New
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$419K
Squarepoint
115
Squarepoint
New York
$408K +$408K +11,403 New
CIC
116
Carnegie Investment Counsel
Ohio
$393K -$2.16M -60,291 -85%
AB
117
Amalgamated Bank
New York
$391K -$44.3K -1,237 -10%
CAN
118
Cetera Advisor Networks
California
$377K -$104K -2,908 -22%
N
119
Natixis
France
$362K +$358K +10,000 +9,434%
KA
120
Kercheville Advisors
Texas
$358K
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$358K +$358K +10,000 New
QT
122
Quantamental Technologies
New York
$337K +$337K +9,405 New
ProShare Advisors
123
ProShare Advisors
Maryland
$336K +$336K +9,378 New
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$321K +$321K +8,972 New
SWP
125
Stratos Wealth Partners
Ohio
$317K +$317K +8,849 New