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Upstart Holdings
UPST

Overview Fund Activity

253 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, 68 increasing their positions, 26 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+123
Holders Change %
+94.62%
% of All Funds
4.42%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.26%
New
150
Increased
68
Reduced
26
Closed
26
Calls
$415M
Puts
$548M
Net Calls
-$133M
Net Calls Change
-$131M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$169M
2
BC
2
BIT Capital
Germany
$274M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$83.4M
4
KP
4
Kuvari Partners
United Kingdom
$81.2M
5
VVP
5
Vulcan Value Partners
Alabama
$190M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$140M
3
AI
3
Alphabet Inc
California
$0
4
FFIM
4
Founders Fund IV Management
California
$0
5
SFM
5
Soros Fund Management
New York
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
126
RBF Capital
California
$999K +$999K +8,000 New
SFWC
127
Strategic Family Wealth Counselors
New Jersey
$998K +$998K +7,992 New
Vontobel Holding
128
Vontobel Holding
Switzerland
$910K +$910K +7,284 New
Janus Henderson Group
129
Janus Henderson Group
United Kingdom
$906K +$906K +7,252 New
MCC
130
Malaga Cove Capital
California
$899K +$899K +7,200 New
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$876K -$44.1K -353 -5%
Rafferty Asset Management
132
Rafferty Asset Management
New York
$869K -$3.87K -31 -0.4%
GIA
133
Gladstone Institutional Advisory
Florida
$824K +$824K +6,600 New
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$813K +$813K +6,510 New
ASN
135
Advisory Services Network
Georgia
$800K +$800K +6,405 New
Baird Financial Group
136
Baird Financial Group
Wisconsin
$785K +$785K +6,286 New
TCM
137
Triumph Capital Management
Colorado
$773K +$773K +6,833 New
DADC
138
D.A. Davidson & Co
Montana
$729K +$729K +5,838 New
CSS
139
Cubist Systematic Strategies
Connecticut
$712K +$170K +1,359 +31%
APG
140
Abacus Planning Group
South Carolina
$685K +$685K +5,483 New
YU
141
Yale University
Connecticut
$655K +$655K +5,246 New
ASRS
142
Arizona State Retirement System
Arizona
$644K +$644K +5,157 New
MIM
143
Monashee Investment Management
Massachusetts
$625K +$625K +5,000 New
BCM
144
BlueCrest Capital Management
Jersey
$593K +$593K +4,750 New
Marshall Wace
145
Marshall Wace
United Kingdom
$537K +$537K +4,307 New
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$535K -$101K -810 -16%
SFA
147
Souders Financial Advisors
Ohio
$519K +$23.8K +190 +5%
GAM
148
Griffin Asset Management
New York
$518K +$518K +4,151 New
MAM
149
Morse Asset Management
Connecticut
$515K +$515K +4,125 New
PPA
150
Parametric Portfolio Associates
Washington
$510K +$510K +4,082 New
4 5
6
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