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Upstart Holdings
UPST

131 hedge funds and large institutions have $5.12B invested in Upstart Holdings in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 18

192% more capital invested

Capital invested by funds: $1.75B → $5.12B (+$3.37B)

115% more funds holding

Funds holding: 61 → 131 (+70)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

1% less call options, than puts

Call options by funds: $159M | Put options by funds: $160M

2.23% less ownership

Funds ownership: 60.91% → 58.68% (-2.2%)

Holders
131
Holders Change
+70
Holders Change %
+114.75%
% of All Funds
2.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
88
Increased
17
Reduced
14
Closed
18
Calls
$159M
Puts
$160M
Net Calls
-$1.94M
Net Calls Change
-$1.94M

Top Buyers

1
BC
BIT Capital
Germany
+$46.6M
2
Ameriprise
Ameriprise
Minnesota
+$30M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.7M
4
BlackRock
BlackRock
New York
+$25.8M
5
FAM
Fred Alger Management
New York
+$21.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$76.7M
2
VVP
Vulcan Value Partners
Alabama
-$46.7M
3
Capital International Investors
Capital International Investors
California
-$38.2M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$20.2M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
126
Huntington National Bank
Ohio
$6K +$3.83K +50 New
WAS
127
Winch Advisory Services
Wisconsin
$4K +$2.61K +34 New
GWM
128
Geneos Wealth Management
Colorado
$3K +$2.68K +35 New
DI
129
Disciplined Investments
Oklahoma
$2K +$1.23K +16 New
KTC
130
Kistler-Tiffany Companies
Pennsylvania
$1K +$307 +4 New
PO
131
Private Ocean
California
$1K +$843 +11 New
AIG
132
American International Group
New York
$25 +$15K +196 New
1WCM
133
12 West Capital Management
New York
– -$14.3M -350,000 Closed
Adage Capital Partners
134
Adage Capital Partners
Massachusetts
– -$13.8M -338,109 Closed
WHP
135
Washington Harbour Partners
Virginia
– -$11.2M -275,000 Closed
Blackstone Inc
136
Blackstone Inc
New York
– -$9.59M -235,421 Closed
Norges Bank
137
Norges Bank
Norway
– -$6.11M -150,000 Closed
SC
138
Samlyn Capital
New York
– -$4.08M -100,000 Closed
HI
139
HBK Investments
Texas
– -$3.07M -75,300 Closed
PCM
140
Pinz Capital Management
New York
– -$1.39M -34,000 Closed
MA
141
MYDA Advisors
New York
– -$1.14M -28,000 Closed
FC
142
Full18 Capital
Connecticut
– -$777K -19,076 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
– -$1.22M -15,880 Closed
ECM
144
Element Capital Management
New York
– -$478K -11,730 Closed
GCP
145
GSA Capital Partners
United Kingdom
– -$408K -10,000 Closed
MS
146
Maven Securities
Jersey
– -$408K -10,000 Closed
ECM
147
ExodusPoint Capital Management
New York
– -$400K -9,825 Closed
MFS
148
Mirabella Financial Services
United Kingdom
– -$391K -9,590 Closed
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
– -$243K -5,963 Closed
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
– -$204K -5,000 Closed
2 3 4 5
6

UPST Hedge Fund Activity: Q1 2021 in Review

131 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q1 2021, worth a combined $5.12B — up 192% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new UPST positions and 18 closed out — a net gain of 70 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was BIT Capital, adding an estimated $46.6M. The largest seller was Capital World Investors, cutting an estimated $76.7M.

  • 131 institutional investors held Upstart Holdings (UPST) as of Q1 2021, up from 61 in Q4 2020.
  • Funds reported $5.12B of Upstart Holdings stock for Q1 2021, up 192% quarter-over-quarter.
  • 88 funds opened new Upstart Holdings positions in Q1 2021 and 18 closed out, a net change of +70 holders.
  • The largest Upstart Holdings buyer in Q1 2021 was BIT Capital, an estimated $46.6M added.
  • The largest Upstart Holdings seller in Q1 2021 was Capital World Investors, an estimated $76.7M sold.

Based on aggregated 13F filings for Q1 2021.