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Upstart Holdings

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
151
Gladstone Institutional Advisory
Florida
$340K -$92.2K -2,916 -21%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$336K -$105K -3,309 -24%
WS
153
Wedbush Securities
California
$334K +$45.2K +1,431 +16%
BA
154
Bridgewater Advisors
New York
$333K +$159K +5,033 +91%
Dimensional Fund Advisors
155
Dimensional Fund Advisors
Texas
$321K +$16.8K +531 +6%
AC
156
Annandale Capital
Texas
$317K +$317K +10,020 New
KA
157
Kercheville Advisors
Texas
$316K -$56.2K -1,780 -15%
BCM
158
Bayesian Capital Management
New York
$316K +$207K +6,547 +190%
SWP
159
Stratos Wealth Partners
Ohio
$311K +$114K +3,605 +58%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$309K +$195K +6,165 +171%
Principal Financial Group
161
Principal Financial Group
Iowa
$307K +$156K +4,933 +104%
HH
162
Hilltop Holdings
Texas
$306K +$306K +9,688 New
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$305K +$34.1K +1,078 +13%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$304K -$854K -26,971 -74%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$301K +$192K +6,054 +175%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$298K +$89K +2,813 +43%
CAN
167
Cetera Advisor Networks
California
$298K +$181K +5,719 +154%
DADC
168
D.A. Davidson & Co
Montana
$279K -$154K -4,866 -36%
HI
169
Harbour Investments
Wisconsin
$275K +$275K +8,708 New
HIIFS
170
Harel Insurance Investments & Financial Services
Israel
$268K -$316K -9,960 -54%
KAS
171
Kestra Advisory Services
Texas
$267K -$516K -16,362 -66%
GKWIM
172
Gerber Kawasaki Wealth & Investment Management
California
$259K +$93.5K +2,963 +57%
NAM
173
Nissay Asset Management
Japan
$259K +$110K +3,480 +74%
VPIM
174
Vanguard Personalized Indexing Management
California
$258K +$87.1K +2,750 +51%
Squarepoint
175
Squarepoint
New York
$254K -$303K -9,601 -54%