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Upstart Holdings

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
126
Orion Capital Management
California
$84.7K -$33.1K -2,500 -28%
HIIFS
127
Harel Insurance Investments & Financial Services
Israel
$78K -$39.6K -3,000 -34%
TRCT
128
Tower Research Capital (TRC)
New York
$77K -$178K -13,517 -70%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$73K
IA
130
IFP Advisors
Florida
$66K -$45.1K -1,316 -41%
WWP
131
WR Wealth Planners
Missouri
$63.8K +$37K +2,799 +138%
CIA
132
Capital Impact Advisors
Massachusetts
$57.7K +$6.23K +471 +12%
Skandinaviska Enskilda Banken (SEB)
133
Skandinaviska Enskilda Banken (SEB)
Sweden
$56K -$1.66K -126 -3%
GI
134
GS Investments
Minnesota
$52.9K
Asset Management One
135
Asset Management One
Japan
$49.7K +$19.4K +1,472 +64%
MCC
136
Money Concepts Capital
Florida
$47.2K +$7.4K +560 +19%
LOIM
137
Liberty One Investment Management
Illinois
$45K +$5.21K +394 +13%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.2K +$727 +55 +2%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$43K -$5.42K -410 -11%
AF
140
Advisornet Financial
Minnesota
$42.1K -$6.02K -455 -12%
QT
141
Quantbot Technologies
New York
$37K +$19.8K +1,500 +115%
CM
142
Caption Management
Oklahoma
$26.4K
MIM
143
MetLife Investment Management
New Jersey
$26.3K -$198 -15 -0.7%
IGWM
144
ICA Group Wealth Management
Colorado
$23.3K +$23.3K +1,766 New
CLOS
145
Compagnie Lombard Odier SCmA
Switzerland
$22K -$1.87K -140 -8%
WIM
146
Westside Investment Management
California
$20.7K -$2.24K -539 -10%
SWM
147
Spire Wealth Management
Virginia
$17K +$1K +75 +6%
S
148
SignatureFD
Georgia
$15.2K +$3.6K +272 +31%
SAM
149
Shell Asset Management
Netherlands
$15K -$1.62K -125 -10%
LFG
150
Larson Financial Group
Missouri
$14.1K +$14.1K +1,067 New