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Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.4B
2
VVP
Vulcan Value Partners
Alabama
$1.35B
3
BlackRock
BlackRock
New York
$561M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$382M
5
WRCM
Whale Rock Capital Management
Massachusetts
$263M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.8M
2
VS
VK Services
California
$299M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M
4
BC
BIT Capital
Germany
$382M
5
TP
Third Point
New York
$3.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
126
Raymond James Financial Services Advisors
Florida
$3.44M +$2.19M +6,923 +175%
CAM
127
Concorde Asset Management
Michigan
$3.33M +$3.33M +10,507 New
GIA
128
Gladstone Institutional Advisory
Florida
$3.2M +$1.11M +3,500 +53%
CBA
129
Coastal Bridge Advisors
Connecticut
$3.16M +$3.16M +10,000 New
BRWA
130
B. Riley Wealth Advisors
Florida
$3.06M +$1.95M +6,153 +175%
SG Americas Securities
131
SG Americas Securities
New York
$3.05M +$2.25M +7,121 +283%
SG
132
Stonnington Group
California
$2.85M +$2.85M +9,170 New
APA
133
American Portfolios Advisors
New York
$2.83M -$1.6M -5,064 -36%
HIIFS
134
Harel Insurance Investments & Financial Services
Israel
$2.79M +$1.46M +4,600 +110%
DI
135
DUMAC Inc
North Carolina
$2.75M -$5.55M -17,531 -67%
SSG
136
Summit Securities Group
New York
$2.69M -$3.26M -10,300 -55%
JF
137
Jump Financial
Illinois
$2.63M +$2.63M +8,300 New
ASN
138
Advisory Services Network
Georgia
$2.61M +$581K +1,835 +29%
DADC
139
D.A. Davidson & Co
Montana
$2.61M +$760K +2,400 +41%
AWM
140
AE Wealth Management
Kansas
$2.59M -$488K -1,541 -16%
AB
141
Amalgamated Bank
New York
$2.58M +$1.84M +5,805 +246%
SFWC
142
Strategic Family Wealth Counselors
New Jersey
$2.53M – – –
Russell Investments Group
143
Russell Investments Group
United Kingdom
$2.4M +$2.4M +7,496 New
MCC
144
Malaga Cove Capital
California
$2.32M +$39.6K +125 +2%
IC
145
IEQ Capital
California
$2.28M +$2.28M +7,215 New
American Century Companies
146
American Century Companies
Missouri
$2.21M -$650K -2,054 -23%
SW
147
SlateStone Wealth
Florida
$2.21M +$2.21M +6,969 New
LP
148
LMR Partners
United Kingdom
$2.16M +$2.16M +6,814 New
LFF
149
Level Four Financial
Texas
$2.1M +$2.1M +6,634 New
URS
150
Utah Retirement Systems
Utah
$2.01M +$2.01M +6,347 New
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