Upstart Holdings
UPST
254 hedge funds and large institutions have $4.99B invested in Upstart Holdings in 2021 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 69 increasing their positions, 26 reducing their positions, and 26 closing their positions.
477% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 26
165% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 26
94% more funds holding
Funds holding: 131 → 254 (+123)
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
2% less capital invested
Capital invested by funds: $5.12B → $4.99B (-$127M)
5.82% less ownership
Funds ownership: 58.68% → 52.86% (-5.8%)
24% less call options, than puts
Call options by funds: $415M | Put options by funds: $548M
Top Buyers
| 1 |
D.E. Shaw & Co
New York
|
+$160M |
| 2 |
BC
BIT Capital
Berlin,
Germany
|
+$128M |
| 3 |
Renaissance Technologies
New York
|
+$82.2M |
| 4 |
KP
Kuvari Partners
London,
United Kingdom
|
+$80M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$66.2M |
Top Sellers
UPST Hedge Fund Activity: Q2 2021 in Review
254 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2021, worth a combined $4.99B — down 2.5% from $5.12B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new UPST positions and 26 closed out — a net gain of 124 holders — while 69 added to existing stakes and 26 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $160M. The largest seller was Morgan Stanley, cutting an estimated $139M.
- 254 institutional investors held Upstart Holdings (UPST) as of Q2 2021, up from 131 in Q1 2021.
- Funds reported $4.99B of Upstart Holdings stock for Q2 2021, down 2.5% quarter-over-quarter.
- 150 funds opened new Upstart Holdings positions in Q2 2021 and 26 closed out, a net change of +124 holders.
- The largest Upstart Holdings buyer in Q2 2021 was D.E. Shaw & Co, an estimated $160M added.
- The largest Upstart Holdings seller in Q2 2021 was Morgan Stanley, an estimated $139M sold.
Based on aggregated 13F filings for Q2 2021.