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Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
SG Americas Securities
New York
$14.8M
3
ACL
Azora Capital LP
Florida
$6.22M
4
FCM
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$0
2
Coatue Management
Coatue Management
New York
$34.6M
3
SCM
Steadfast Capital Management
New York
$0
4
Amundi
Amundi
France
$47K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$306K +$33.1K +1,592 +12%
TSS
127
Two Sigma Securities
New York
$303K +$303K +14,572 New
D.E. Shaw & Co
128
D.E. Shaw & Co
New York
$301K +$18.5K +893 +7%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$294K -$538K -25,886 -65%
AWS
130
Atria Wealth Solutions
New York
$288K +$288K +13,850 New
AB
131
Amalgamated Bank
New York
$286K -$1.17K -56 -0.4%
MCC
132
Malaga Cove Capital
California
$278K +$10.4K +500 +4%
PAG
133
Private Advisor Group
New Jersey
$277K +$23.1K +1,115 +9%
HI
134
Harbour Investments
Wisconsin
$275K – – –
VOYA Investment Management
135
VOYA Investment Management
Georgia
$269K -$17.6K -847 -6%
IC
136
IEQ Capital
California
$265K -$84.9K -4,080 -24%
NFSG
137
Newbridge Financial Services Group
Florida
$261K +$157K +7,528 +150%
Wellington Management Group
138
Wellington Management Group
Massachusetts
$259K +$99K +4,756 +62%
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$253K -$590K -28,418 -70%
CAN
140
Cetera Advisor Networks
California
$252K +$56.4K +2,719 +29%
Creative Planning
141
Creative Planning
Kansas
$251K -$19K -917 -7%
ECM
142
ExodusPoint Capital Management
New York
$251K +$251K +12,057 New
AIM
143
Achmea Investment Management
Netherlands
$241K +$241K +11,583 New
Verition Fund Management
144
Verition Fund Management
Connecticut
$239K -$38.2K -1,841 -14%
PFS
145
Prospera Financial Services
Texas
$236K -$56.5K -2,716 -19%
LC
146
Longitude (Cayman)
Cayman Islands
$229K -$14.6K -700 -6%
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$227K +$26.5K +1,274 +13%
Victory Capital Management
148
Victory Capital Management
Texas
$222K -$131K -6,314 -37%
BA
149
Bridgewater Advisors
New York
$218K -$768 -37 -0.4%
VI
150
Versor Investments
New York
$215K -$29.1K -1,400 -12%
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