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Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
126
Harbour Investments
Wisconsin
$620K -$42.9K -1,051 -6%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$545K +$28K +686 +5%
ASN
128
Advisory Services Network
Georgia
$516K -$1.49M -36,494 -74%
AWM
129
Apollon Wealth Management
South Carolina
$514K +$120K +2,938 +30%
CA
130
Capital Advantage
California
$505K +$505K +12,370 New
ProShare Advisors
131
ProShare Advisors
Maryland
$495K +$113K +2,755 +29%
GCP
132
GSA Capital Partners
United Kingdom
$493K -$107K -2,613 -18%
Truist Financial
133
Truist Financial
North Carolina
$492K -$231K -5,658 -32%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$490K +$81.7K +2,000 +20%
SWP
135
Stratos Wealth Partners
Ohio
$482K +$25.3K +619 +6%
CSS
136
Cubist Systematic Strategies
Connecticut
$477K -$6.07M -148,522 -93%
YIH
137
Y-Intercept (HK)
Hong Kong
$467K +$467K +11,434 New
JWCA
138
J.W. Cole Advisors
Florida
$467K +$467K +11,425 New
BBA
139
Baader Bank Aktiengesellschaft
Germany
$458K -$152K -3,734 -25%
CPM
140
Connective Portfolio Management
New York
$449K +$449K +11,000 New
PCIA
141
Prime Capital Investment Advisors
Kansas
$439K +$83.3K +2,038 +23%
CA
142
Cetera Advisors
Colorado
$423K +$423K +10,359 New
AB
143
Amalgamated Bank
New York
$423K -$29.5K -722 -7%
KA
144
Kercheville Advisors
Texas
$409K
DA
145
Duality Advisers
Florida
$403K -$341K -8,349 -46%
Victory Capital Management
146
Victory Capital Management
Texas
$399K -$4.45M -109,015 -92%
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$398K +$398K +9,748 New
Amundi
148
Amundi
France
$387K +$240K +6,892 +164%
Wolverine Trading
149
Wolverine Trading
Illinois
$348K -$69K -1,689 -17%
Principal Financial Group
150
Principal Financial Group
Iowa
$345K +$37.4K +916 +12%