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Upstart Holdings

275 hedge funds and large institutions have $919M invested in Upstart Holdings in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 72 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 72

0.68% more ownership

Funds ownership: 43.66%44.35% (+0.68%)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

1% less funds holding

Funds holding: 279275 (-4)

8% less capital invested

Capital invested by funds: $1B → $919M (-$84.1M)

10% less call options, than puts

Call options by funds: $273M | Put options by funds: $303M

Holders
275
Holders Change
-4
Holders Change %
-1.43%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
93
Reduced
72
Closed
44
Calls
$273M
Puts
$303M
Net Calls
-$30.9M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
126
Marex Group
$292K +$24.1K +1,000 +9%
HCA
127
Harbor Capital Advisors
Illinois
$260K -$438K -18,157 -62%
Nomura Holdings
128
Nomura Holdings
Japan
$256K +$262K +10,844 New
AG
129
Algert Global
California
$255K +$261K +10,816 New
Principal Financial Group
130
Principal Financial Group
Iowa
$245K +$10.2K +422 +4%
KA
131
Kercheville Advisors
Texas
$236K
SWP
132
Stratos Wealth Partners
Ohio
$231K -$47.3K -1,962 -17%
Victory Capital Management
133
Victory Capital Management
Texas
$230K -$217 -9 -0.1%
NFSG
134
Newbridge Financial Services Group
Florida
$226K +$21.7K +900 +10%
LSA
135
Leonteq Securities AG
Switzerland
$223K +$187K +7,736 +446%
IFG
136
Independent Financial Group
California
$223K +$228K +9,440 New
PCIA
137
Prime Capital Investment Advisors
Kansas
$221K -$29.1K -1,208 -11%
Truist Financial
138
Truist Financial
North Carolina
$217K -$16.3K -674 -7%
SFS
139
Summit Financial Strategies
Ohio
$216K +$30.4K +1,260 +16%
Pictet Asset Management
140
Pictet Asset Management
Switzerland
$202K
GCP
141
GSA Capital Partners
United Kingdom
$202K +$206K +8,554 New
US Bancorp
142
US Bancorp
Minnesota
$193K -$8.04K -333 -4%
AIP
143
Ameritas Investment Partners
Nebraska
$179K
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$171K +$54.1K +2,241 +45%
Parallax Volatility Advisers
145
Parallax Volatility Advisers
California
$168K -$29K -1,201 -14%
ECM
146
EMC Capital Management
Texas
$145K +$48.3K +2,000 +47%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$133K +$8.45K +350 +6%
IAIM
148
International Assets Investment Management
Florida
$131K +$134K +5,570 New
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$130K
OCM
150
Orion Capital Management
California
$125K -$46.1K -1,910 -27%

UPST Hedge Fund Activity: Q2 2024 in Review

275 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2024, worth a combined $919M — down 8.4% from $1B a quarter earlier.

Fund positioning in UPST was balanced in Q2 2024: 44 funds opened new positions, 44 closed out, 93 added to existing stakes and 72 trimmed.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $27.5M.

  • 275 institutional investors held Upstart Holdings (UPST) as of Q2 2024, down from 279 in Q1 2024.
  • Funds reported $919M of Upstart Holdings stock for Q2 2024, down 8.4% quarter-over-quarter.
  • 44 funds opened new Upstart Holdings positions in Q2 2024 and 44 closed out, a net change of 0 holders.
  • The largest Upstart Holdings buyer in Q2 2024 was Bank of America, an estimated $15.4M added.
  • The largest Upstart Holdings seller in Q2 2024 was D.E. Shaw & Co, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2024.