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Upstart Holdings

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$481K +$415K +13,100 +624%
BRWA
127
B. Riley Wealth Advisors
Florida
$474K -$344K -10,882 -42%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$474K +$197K +6,229 +71%
VFA
129
Valeo Financial Advisors
Indiana
$470K +$197K +6,220 +72%
MML Investors Services
130
MML Investors Services
Massachusetts
$459K +$156K +4,927 +51%
PFS
131
Prospera Financial Services
Texas
$445K +$101K +3,202 +29%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$444K +$84.7K +2,682 +24%
EVM
133
Eaton Vance Management
Massachusetts
$442K +$442K +13,970 New
AB
134
Amalgamated Bank
New York
$437K +$92.6K +2,924 +27%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$436K -$303K -9,572 -41%
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$430K -$2.33M -73,796 -84%
CIBC World Market
137
CIBC World Market
Ontario, Canada
$429K -$29.2K -924 -6%
Verition Fund Management
138
Verition Fund Management
Connecticut
$422K -$64K -2,025 -13%
PWM
139
Perigon Wealth Management
California
$422K +$123K +3,892 +41%
MIAN
140
Mariner Independent Advisor Network
Kansas
$419K +$419K +12,480 New
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$415K +$41.3K +1,307 +11%
Creative Planning
142
Creative Planning
Kansas
$411K +$144K +4,546 +54%
Skandinaviska Enskilda Banken (SEB)
143
Skandinaviska Enskilda Banken (SEB)
Sweden
$411K +$225K +7,110 +121%
MCC
144
Malaga Cove Capital
California
$405K +$3.14K +100 +0.8%
PAG
145
Private Advisor Group
New Jersey
$387K +$191K +6,045 +98%
VI
146
Versor Investments
New York
$371K +$371K +11,736 New
LC
147
Longitude (Cayman)
Cayman Islands
$370K -$9.49K -300 -3%
UIM
148
USS Investment Management
United Kingdom
$366K
SPC
149
Sigma Planning Corp
Michigan
$357K +$234K +7,392 +189%
CG
150
Cutler Group
California
$351K -$152K -4,820 -30%