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Upstart Holdings

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M
Name Market Value Shares Shares
Change
Shares
Change %
BHCM
101
Brevan Howard Capital Management
Jersey
$566K 21,066 +5,098 +32%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$557K 20,723 +13,575 +190%
SCM
103
Shelton Capital Management
Colorado
$538K 20,000 -200 -1%
ASRS
104
Arizona State Retirement System
Arizona
$534K 19,869 -64 -0.3%
Osaic Holdings
105
Osaic Holdings
Arizona
$509K 18,924 -8,694 -31%
Wolverine Trading
106
Wolverine Trading
Illinois
$505K 18,764 +10,255 +121%
PAG
107
Private Advisor Group
New Jersey
$482K 17,936 +2,149 +14%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$477K 17,732 -5,983 -25%
Ameriprise
109
Ameriprise
Minnesota
$465K 17,278 -4,885 -22%
CA
110
Cetera Advisors
Colorado
$464K 17,258 +6,899 +67%
IA
111
Inspire Advisors
Idaho
$434K 16,143 +890 +6%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$433K 16,108 -19,968 -55%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$414K 15,400
Rafferty Asset Management
114
Rafferty Asset Management
New York
$413K 15,359 -1,803 -11%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$408K 15,189 -3,171 -17%
HI
116
Harbour Investments
Wisconsin
$408K 15,161 -4 -0%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$401K 14,900 +2,900 +24%
AWM
118
Apollon Wealth Management
South Carolina
$399K 14,853 +2,263 +18%
WS
119
Wedbush Securities
California
$366K 13,605 +8,201 +152%
ProShare Advisors
120
ProShare Advisors
Maryland
$359K 13,342 +1,219 +10%
CA
121
Capital Advantage
California
$339K 12,365 -5 -0%
ASN
122
Advisory Services Network
Georgia
$337K 12,550 -77 -0.6%
SWP
123
Stratos Wealth Partners
Ohio
$316K 11,761 -44 -0.4%
HF
124
HRT Financial
New York
$300K 11,189 +11,189 New
BBA
125
Baader Bank Aktiengesellschaft
Germany
$296K 11,000 -266 -2%