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Upstart Holdings
UPST

Overview Fund Activity

253 hedge funds and large institutions have $4.99B invested in Upstart Holdings in 2021 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 68 increasing their positions, 26 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+123
Holders Change %
+94.62%
% of All Funds
4.42%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.26%
New
150
Increased
68
Reduced
26
Closed
26
Calls
$415M
Puts
$548M
Net Calls
-$133M
Net Calls Change
-$131M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$169M
2
BC
2
BIT Capital
Germany
$274M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$83.4M
4
KP
4
Kuvari Partners
United Kingdom
$81.2M
5
VVP
5
Vulcan Value Partners
Alabama
$190M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$140M
3
AI
3
Alphabet Inc
California
$0
4
FFIM
4
Founders Fund IV Management
California
$0
5
SFM
5
Soros Fund Management
New York
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
151
Walleye Trading
New York
$504K +$504K +4,032 New
Blackstone Inc
152
Blackstone Inc
New York
$503K +$503K +4,028 New
VOYA Investment Management
153
VOYA Investment Management
Georgia
$495K +$180K +1,441 +57%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$495K +$495K +3,961 New
SCF
155
Sante Capital Fund
Texas
$494K +$494K +3,956 New
LNC
156
Lincoln National Corp
Pennsylvania
$479K +$479K +3,836 New
ECM
157
ExodusPoint Capital Management
New York
$462K +$462K +3,696 New
SPC
158
Sigma Planning Corp
Michigan
$452K +$452K +3,616 New
LSA
159
L & S Advisors
California
$442K +$442K +3,540 New
BRWA
160
B. Riley Wealth Advisors
Florida
$440K +$440K +3,515 New
OA
161
Oxbow Advisors
Texas
$437K -$49.8K -399 -10%
Verition Fund Management
162
Verition Fund Management
Connecticut
$427K +$427K +3,419 New
GCP
163
GSA Capital Partners
United Kingdom
$412K +$412K +3,295 New
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
$392K +$392K +3,137 New
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$386K +$386K +3,087 New
WA
166
Wealth Advisors
California
$383K +$113K +924 +42%
AWA
167
Alta Wealth Advisors
Massachusetts
$361K +$361K +2,893 New
Creative Planning
168
Creative Planning
Kansas
$352K +$352K +2,816 New
SPIA
169
Steward Partners Investment Advisory
New York
$350K +$306K +2,456 +702%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$349K +$349K +2,652 New
CIBC Asset Management
171
CIBC Asset Management
Ontario, Canada
$337K – – –
SG Americas Securities
172
SG Americas Securities
New York
$314K -$661K -5,286 -68%
VPIM
173
Vanguard Personalized Indexing Management
California
$310K +$310K +2,482 New
NFG
174
Next Financial Group
Texas
$308K +$308K +2,473 New
AB
175
Amalgamated Bank
New York
$295K +$65.2K +521 +28%
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7
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