UPST icon

Upstart Holdings
UPST

Overview Fund Activity

275 hedge funds and large institutions have $1B invested in Upstart Holdings in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 95 reducing their positions, and 84 closing their positions.

Holders
275
Holders Change
-53
Holders Change %
-16.16%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
95
Closed
84
Calls
$364M
Puts
$373M
Net Calls
-$9.74M
Net Calls Change
+$69.7M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$39.2M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$20.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$12.3M
4
FAM
4
Fred Alger Management
New York
$13.6M
5
ACL
5
Azora Capital LP
Florida
$5.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.7M
2
Jane Street
2
Jane Street
New York
$14.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$54.5M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1M
5
Bank of America
5
Bank of America
North Carolina
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIM
126
Marathon Trading Investment Management
Pennsylvania
$296K +$296K +11,000 New
FA
127
Fiducient Advisors
Illinois
$296K +$296K +11,000 New
XT
128
XTX Topco
Cayman Islands
$287K +$287K +10,663 New
PCIA
129
Prime Capital Investment Advisors
Kansas
$285K -$4.52K -168 -2%
KA
130
Kercheville Advisors
Texas
$269K – – –
Principal Financial Group
131
Principal Financial Group
Iowa
$268K +$41.2K +1,533 +18%
CAM
132
Cresset Asset Management
Illinois
$268K +$268K +9,973 New
Truist Financial
133
Truist Financial
North Carolina
$265K -$58.6K -2,179 -18%
Victory Capital Management
134
Victory Capital Management
Texas
$262K +$27 +1 +0%
QCM
135
Quantinno Capital Management
New York
$261K +$261K +9,715 New
Walleye Capital
136
Walleye Capital
New York
$256K -$434K -16,124 -63%
Two Sigma Advisers
137
Two Sigma Advisers
New York
$237K -$5.96M -221,800 -96%
GAM
138
Gemmer Asset Management
California
$236K +$17.9K +666 +8%
NFSG
139
Newbridge Financial Services Group
Florida
$234K +$106K +3,938 +83%
Pictet Asset Management
140
Pictet Asset Management
Switzerland
$231K -$908K -33,755 -80%
US Bancorp
141
US Bancorp
Minnesota
$229K +$125K +4,662 +121%
Capstone Investment Advisors
142
Capstone Investment Advisors
New York
$227K +$227K +8,438 New
Parallax Volatility Advisers
143
Parallax Volatility Advisers
California
$224K -$311K -11,549 -58%
SFWC
144
Strategic Family Wealth Counselors
New Jersey
$215K – – –
SFS
145
Summit Financial Strategies
Ohio
$213K +$30.5K +1,136 +17%
GCM
146
Graham Capital Management
Connecticut
$210K +$210K +7,808 New
AIP
147
Ameritas Investment Partners
Nebraska
$204K – – –
OCM
148
Orion Capital Management
California
$194K +$40.3K +1,500 +26%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$190K -$169K -6,292 -47%
AIM
150
Arcadia Investment Management
Michigan
$175K – – –
4 5
6
7 8