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Upstart Holdings

298 hedge funds and large institutions have $1.29B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+36
Holders Change %
+13.74%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
73
Reduced
70
Closed
41
Calls
$492M
Puts
$554M
Net Calls
-$62.8M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
126
Gotham Asset Management
New York
$317K -$96.8K -2,702 -23%
OTL
127
Oak Thistle LLC
New York
$314K -$1.13M -31,586 -78%
PCIA
128
Prime Capital Investment Advisors
Kansas
$312K +$312K +8,713 New
Truist Financial
129
Truist Financial
North Carolina
$308K +$308K +8,597 New
Stifel Financial
130
Stifel Financial
Missouri
$306K +$306K +8,540 New
Principal Financial Group
131
Principal Financial Group
Iowa
$305K +$305K +8,513 New
HighTower Advisors
132
HighTower Advisors
Illinois
$298K +$298K +8,316 New
RJA
133
Raymond James & Associates
Florida
$293K -$124K -3,469 -30%
AWM
134
Apollon Wealth Management
South Carolina
$292K +$292K +8,154 New
GAM
135
Gemmer Asset Management
California
$291K +$291K +8,126 New
NFSG
136
Newbridge Financial Services Group
Florida
$288K -$52.2K -1,458 -15%
JFGLC
137
Johnson Financial Group LLC (Colorado)
Colorado
$286K +$286K +8,000 New
SFWC
138
Strategic Family Wealth Counselors
New Jersey
$286K +$286K +7,992 New
JF
139
Jump Financial
Illinois
$286K -$4.4M -122,928 -94%
Skandinaviska Enskilda Banken (SEB)
140
Skandinaviska Enskilda Banken (SEB)
Sweden
$279K +$15.8K +441 +6%
RF
141
Rollins Financial
Georgia
$273K +$273K +7,620 New
AC
142
AXQ Capital
New Jersey
$272K +$272K +7,600 New
Victory Capital Management
143
Victory Capital Management
Texas
$268K +$268K +7,486 New
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$267K +$267K +7,454 New
MMPW
145
Mitchell McLeod Pugh & Williams
Alabama
$264K +$264K +7,375 New
IAA
146
Independent Advisor Alliance
North Carolina
$259K -$3.01M -84,185 -92%
CAM
147
CenterStar Asset Management
Illinois
$259K +$259K +7,225 New
IAIM
148
International Assets Investment Management
Florida
$257K -$50.1K -1,400 -16%
MA
149
Mezzasalma Advisors
New Jersey
$257K +$257K +7,165 New
SG Americas Securities
150
SG Americas Securities
New York
$249K -$35.9M -1,002,188 -99%