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Upstart Holdings

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
126
Kercheville Advisors
Texas
$285K
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$285K
Belvedere Trading
128
Belvedere Trading
Illinois
$276K +$133K +4,649 +92%
AWM
129
Apollon Wealth Management
South Carolina
$275K +$42.8K +1,498 +18%
CC
130
Cipher Capital
New York
$271K +$271K +9,488 New
ProShare Advisors
131
ProShare Advisors
Maryland
$267K -$285 -10 -0.1%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$249K +$36.2K +1,268 +17%
PCIA
133
Prime Capital Investment Advisors
Kansas
$249K +$114 +4 +0%
IAIM
134
International Assets Investment Management
Florida
$244K +$51.4K +1,910 +27%
Balyasny Asset Management
135
Balyasny Asset Management
Illinois
$244K +$244K +8,554 New
IA
136
Inspire Advisors
Idaho
$240K -$311K -10,885 -56%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$240K -$16.6K -580 -6%
GAM
138
Gemmer Asset Management
California
$232K
SFWC
139
Strategic Family Wealth Counselors
New Jersey
$228K
AQR Capital Management
140
AQR Capital Management
Connecticut
$224K +$224K +7,856 New
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$223K +$223K +7,799 New
OAM
142
Oppenheimer Asset Management
New York
$221K +$221K +7,747 New
Principal Financial Group
143
Principal Financial Group
Iowa
$215K -$27.9K -979 -12%
MMPW
144
Mitchell McLeod Pugh & Williams
Alabama
$210K
N
145
Natixis
France
$209K -$79.2K -2,776 -27%
AIP
146
Ameritas Investment Partners
Nebraska
$204K +$34.5K +1,209 +20%
MA
147
Mezzasalma Advisors
New Jersey
$204K -$856 -30 -0.4%
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$188K -$6.99K -245 -4%
AIM
149
Arcadia Investment Management
Michigan
$186K +$714 +25 +0.4%
WIM
150
Westside Investment Management
California
$166K