UPST icon

Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SSA
101
Schonfeld Strategic Advisors
New York
$1.06M +$1.06M +25,900 New
LFAS
102
Level Four Advisory Services
Texas
$1.05M -$383K -9,362 -27%
Walleye Capital
103
Walleye Capital
New York
$1.05M -$844K -20,651 -45%
Dimensional Fund Advisors
104
Dimensional Fund Advisors
Texas
$1.02M +$15.9K +389 +2%
GS
105
GTS Securities
New York
$987K +$987K +24,150 New
AG
106
Algert Global
California
$986K +$110K +2,690 +13%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$969K -$253K -6,187 -21%
Ameriprise
108
Ameriprise
Minnesota
$906K -$440K -10,772 -33%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$887K +$789K +19,313 +806%
RJA
110
Raymond James & Associates
Florida
$854K +$854K +20,895 New
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$841K
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$836K +$487K +11,909 +139%
SCM
113
Shelton Capital Management
Colorado
$825K +$825K +20,200 New
ASRS
114
Arizona State Retirement System
Arizona
$814K -$3.06K -75 -0.4%
Parallax Volatility Advisers
115
Parallax Volatility Advisers
California
$812K +$812K +19,866 New
AWM
116
AE Wealth Management
Kansas
$783K +$290K +8,876 +59%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$750K -$23.3K -570 -3%
CC
118
Cipher Capital
New York
$723K +$336K +8,218 +87%
BCM
119
Bayesian Capital Management
New York
$717K -$1.47M -36,050 -67%
Rafferty Asset Management
120
Rafferty Asset Management
New York
$701K -$297K -7,268 -30%
AQR Capital Management
121
AQR Capital Management
Connecticut
$663K +$342K +8,364 +106%
BHCM
122
Brevan Howard Capital Management
Jersey
$652K +$652K +15,968 New
PAG
123
Private Advisor Group
New Jersey
$645K -$4.25K -104 -0.7%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$629K +$83.5K +2,044 +15%
IA
125
Inspire Advisors
Idaho
$623K +$280K +6,842 +81%