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Upstart Holdings

329 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

6% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 86

9% less call options, than puts

Call options by funds: $788M | Put options by funds: $867M

Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$788M
Puts
$867M
Net Calls
Net Calls Change

Top Buyers

1 +$96M
2 +$68.8M
3 +$41.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$31.1M
5
BlackRock
BlackRock
New York
+$20.8M

Top Sellers

1 -$40M
2 -$16.5M
3 -$9.58M
4
FAM
Fred Alger Management
New York
-$9.51M
5
Goldman Sachs
Goldman Sachs
New York
-$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$620K
127
$545K
128
$516K
129
$514K
130
$505K
131
$495K
132
$493K
133
$492K
134
$490K
135
$482K
136
$477K
137
$467K
138
$467K
139
$458K
140
$449K
141
$439K
142
$423K
143
$423K
144
$409K
145
$403K
146
$399K
147
$398K
148
$387K
149
$348K
150
$345K