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Upstart Holdings
UPST

Overview Fund Activity

130 hedge funds and large institutions have $5.12B invested in Upstart Holdings in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+69
Holders Change %
+113.11%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
87
Increased
17
Reduced
14
Closed
18
Calls
$159M
Puts
$160M
Net Calls
-$1.94M
Net Calls Change
-$1.94M

Top Buyers

1
BC
1
BIT Capital
Germany
$149M
2
Ameriprise
2
Ameriprise
Minnesota
$100M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.3M
4
BlackRock
4
BlackRock
New York
$76.4M
5
FAM
5
Fred Alger Management
New York
$206M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$25.8M
2
VVP
2
Vulcan Value Partners
Alabama
$127M
3
Capital International Investors
3
Capital International Investors
California
$45.4M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
126
Winch Advisory Services
Wisconsin
$4K +$4K +34 New
GWM
127
Geneos Wealth Management
Colorado
$3K +$3K +35 New
DI
128
Disciplined Investments
Oklahoma
$2K +$2K +16 New
KTC
129
Kistler-Tiffany Companies
Pennsylvania
$1K +$1K +4 New
PO
130
Private Ocean
California
$1K +$1K +11 New
AIG
131
American International Group
New York
$25 +$25 +196 New
1WCM
132
12 West Capital Management
New York
– -$14.3M -350,000 Closed
Adage Capital Partners
133
Adage Capital Partners
Massachusetts
– -$13.8M -338,109 Closed
WHP
134
Washington Harbour Partners
Virginia
– -$11.2M -275,000 Closed
Blackstone Inc
135
Blackstone Inc
New York
– -$9.59M -235,421 Closed
Norges Bank
136
Norges Bank
Norway
– -$6.11M -150,000 Closed
SC
137
Samlyn Capital
New York
– -$4.08M -100,000 Closed
HI
138
HBK Investments
Texas
– -$3.07M -75,300 Closed
PCM
139
Pinz Capital Management
New York
– -$1.39M -34,000 Closed
MA
140
MYDA Advisors
New York
– -$1.14M -28,000 Closed
FC
141
Full18 Capital
Connecticut
– -$777K -19,076 Closed
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
– -$647K -15,880 Closed
ECM
143
Element Capital Management
New York
– -$478K -11,730 Closed
MS
144
Maven Securities
Jersey
– -$408K -10,000 Closed
GCP
145
GSA Capital Partners
United Kingdom
– -$408K -10,000 Closed
ECM
146
ExodusPoint Capital Management
New York
– -$400K -9,825 Closed
MFS
147
Mirabella Financial Services
United Kingdom
– -$391K -9,590 Closed
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
– -$243K -5,963 Closed
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
– -$204K -5,000 Closed
2 3 4 5
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