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Upstart Holdings

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EP
101
Edgestream Partners
New Jersey
$644K +$644K +22,562 New
PRC
102
Pearl River Capital
Michigan
$627K +$627K +21,957 New
AG
103
Algert Global
California
$612K +$612K +21,430 New
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$587K +$3.14K +110 +0.5%
ASRS
105
Arizona State Retirement System
Arizona
$571K +$8.28K +290 +1%
CIA
106
Capital Impact Advisors
Massachusetts
$555K +$480K +16,812 +638%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$540K -$37.6K -1,316 -7%
QC
108
Quadrature Capital
United Kingdom
$535K +$535K +18,745 New
DA
109
Duality Advisers
Florida
$520K +$520K +18,210 New
Truist Financial
110
Truist Financial
North Carolina
$505K +$260K +9,099 +106%
VF
111
Virtu Financial
New York
$470K +$470K +16,457 New
HI
112
Harbour Investments
Wisconsin
$463K -$6.34K -222 -1%
PAG
113
Private Advisor Group
New Jersey
$454K +$262K +9,167 +136%
Creative Planning
114
Creative Planning
Kansas
$439K -$8.45K -296 -2%
JF
115
Jump Financial
Illinois
$434K +$206K +7,210 +90%
AWM
116
AE Wealth Management
Kansas
$432K -$39.4K -1,381 -8%
BBA
117
Baader Bank Aktiengesellschaft
Germany
$428K -$59.8K -2,097 -12%
GCP
118
GSA Capital Partners
United Kingdom
$419K +$419K +14,669 New
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$381K +$47.6K +1,668 +14%
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$373K +$373K +13,084 New
Fidelity Investments
121
Fidelity Investments
Massachusetts
$361K -$2.54K -89 -0.7%
VFA
122
Valeo Financial Advisors
Indiana
$353K -$51.3K -1,799 -13%
SWP
123
Stratos Wealth Partners
Ohio
$319K +$66.7K +2,337 +26%
AB
124
Amalgamated Bank
New York
$316K +$3.94K +138 +1%
Wolverine Trading
125
Wolverine Trading
Illinois
$291K -$268K -9,398 -48%