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Upstart Holdings

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$459K +$40.9K +1,735 +10%
QT
102
Quantbot Technologies
New York
$448K -$128K -5,445 -22%
MF
103
Magnetar Financial
Illinois
$447K -$1.85M -78,317 -81%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$437K -$51.5K -2,181 -11%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$436K +$56.1K +2,380 +15%
GAM
106
Gemmer Asset Management
California
$435K +$228K +9,669 +110%
PFS
107
Prospera Financial Services
Texas
$428K -$87.2K -3,697 -17%
FA
108
Fiducient Advisors
Illinois
$425K +$165K +7,000 +64%
Rafferty Asset Management
109
Rafferty Asset Management
New York
$419K +$56.3K +2,388 +16%
Walleye Trading
110
Walleye Trading
New York
$413K -$240K -10,179 -37%
Ameriprise
111
Ameriprise
Minnesota
$412K +$4.55K +193 +1%
PAG
112
Private Advisor Group
New Jersey
$394K -$29.1K -1,232 -7%
IA
113
Inspire Advisors
Idaho
$392K +$11.3K +480 +3%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$389K +$25.6K +1,084 +7%
ZDA
115
Zweig-DiMenna Associates
New York
$385K -$4.07M -172,374 -91%
AWM
116
Apollon Wealth Management
South Carolina
$372K +$21.8K +925 +6%
CTC (Chicago Trading Company)
117
CTC (Chicago Trading Company)
Illinois
$367K -$805K -34,142 -69%
TRCT
118
Tower Research Capital (TRC)
New York
$365K +$297K +12,611 +440%
CAM
119
Cresset Asset Management
Illinois
$365K +$130K +5,506 +55%
Mirae Asset Global Investments
120
Mirae Asset Global Investments
South Korea
$362K -$18.6M -789,924 -98%
HI
121
Harbour Investments
Wisconsin
$358K +$401 +17 +0.1%
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$351K
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$348K +$348K +14,773 New
CA
124
Capital Advantage
California
$331K +$43.7K +1,881 +15%
ASN
125
Advisory Services Network
Georgia
$293K -$3.26K -138 -1%