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Upstart Holdings

270 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
91
Reduced
71
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
126
Harbor Capital Advisors
Illinois
$260K -$428K -18,157 -62%
Nomura Holdings
127
Nomura Holdings
Japan
$256K +$256K +10,844 New
AG
128
Algert Global
California
$255K +$255K +10,816 New
Principal Financial Group
129
Principal Financial Group
Iowa
$245K +$9.96K +422 +4%
KA
130
Kercheville Advisors
Texas
$236K
SWP
131
Stratos Wealth Partners
Ohio
$231K -$46.3K -1,962 -17%
Victory Capital Management
132
Victory Capital Management
Texas
$230K -$212 -9 -0.1%
NFSG
133
Newbridge Financial Services Group
Florida
$226K +$21.2K +900 +10%
PCIA
134
Prime Capital Investment Advisors
Kansas
$221K -$28.5K -1,208 -11%
Truist Financial
135
Truist Financial
North Carolina
$217K -$15.9K -674 -7%
SFS
136
Summit Financial Strategies
Ohio
$216K +$29.7K +1,260 +16%
Pictet Asset Management
137
Pictet Asset Management
Switzerland
$202K
GCP
138
GSA Capital Partners
United Kingdom
$202K +$202K +8,554 New
US Bancorp
139
US Bancorp
Minnesota
$193K -$7.86K -333 -4%
AIP
140
Ameritas Investment Partners
Nebraska
$179K
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$171K +$52.9K +2,241 +45%
Parallax Volatility Advisers
142
Parallax Volatility Advisers
California
$168K -$28.3K -1,201 -14%
ECM
143
EMC Capital Management
Texas
$145K +$46K +2,000 +47%
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$133K +$8.01K +350 +6%
IAIM
145
International Assets Investment Management
Florida
$131K +$131K +5,570 New
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$130K
OCM
147
Orion Capital Management
California
$125K -$45.1K -1,910 -27%
AF
148
Advisornet Financial
Minnesota
$122K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$117K -$49.9K -2,115 -30%
CSWM
150
Cassady Schiller Wealth Management
Ohio
$98.9K +$22.6K +957 +30%