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Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.4B
2
VVP
Vulcan Value Partners
Alabama
$1.35B
3
BlackRock
BlackRock
New York
$561M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$382M
5
WRCM
Whale Rock Capital Management
Massachusetts
$263M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.8M
2
VS
VK Services
California
$299M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M
4
BC
BIT Capital
Germany
$382M
5
TP
Third Point
New York
$3.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$1.89M -$9.53M -30,113 -83%
OCM
152
Orion Capital Management
California
$1.79M +$1.79M +5,650 New
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$1.79M +$1.79M +5,651 New
ISWM
154
Independent Solutions Wealth Management
New York
$1.72M +$1.72M +5,439 New
EGI
155
EAM Global Investors
California
$1.68M +$1.68M +5,316 New
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$1.66M -$16.4M -51,988 -91%
ASRS
157
Arizona State Retirement System
Arizona
$1.66M +$25.3K +80 +2%
WCM
158
Washburn Capital Management
Florida
$1.65M +$1.65M +5,200 New
MAM
159
Morse Asset Management
Connecticut
$1.63M +$329K +1,040 +25%
NA
160
NewEdge Advisors
Louisiana
$1.62M +$1.62M +5,114 New
X
161
Xponance
Pennsylvania
$1.6M +$1.6M +5,066 New
DekaBank Deutsche Girozentrale
162
DekaBank Deutsche Girozentrale
Germany
$1.59M +$1.59M +5,000 New
BFEC
163
Benjamin F. Edwards & Company
Missouri
$1.58M +$1.58M +4,983 New
Principal Financial Group
164
Principal Financial Group
Iowa
$1.47M +$1.47M +4,634 New
CIBC World Market
165
CIBC World Market
Ontario, Canada
$1.44M -$2.34M -7,397 -62%
CM
166
Caption Management
Oklahoma
$1.44M +$1.44M +4,550 New
LAM
167
LifePro Asset Management
California
$1.43M +$1.43M +4,505 New
AFC
168
AFT Forsyth & Company
Florida
$1.39M +$1.39M +4,400 New
BF
169
BOK Financial
Oklahoma
$1.39M +$1.39M +4,385 New
SFA
170
Souders Financial Advisors
Ohio
$1.37M +$53.5K +169 +4%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$1.3M +$1.29M +4,086 +12,018%
SPC
172
Sigma Planning Corp
Michigan
$1.26M +$117K +371 +10%
BOH
173
Bank of Hawaii
Hawaii
$1.26M +$1.26M +3,971 New
ProShare Advisors
174
ProShare Advisors
Maryland
$1.26M +$1.26M +3,968 New
LNC
175
Lincoln National Corp
Pennsylvania
$1.2M -$15.8K -50 -1%
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