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Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
SG Americas Securities
New York
$14.8M
3
ACL
Azora Capital LP
Florida
$6.22M
4
FCM
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$0
2
Coatue Management
Coatue Management
New York
$34.6M
3
SCM
Steadfast Capital Management
New York
$0
4
Amundi
Amundi
France
$47K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
AE Wealth Management
Kansas
$214K -$142K -6,806 -40%
AC
152
Annandale Capital
Texas
$208K – – –
KA
153
Kercheville Advisors
Texas
$208K – – –
IIA
154
IPG Investment Advisors
California
$208K +$208K +10,000 New
GAM
155
Griffin Asset Management
New York
$205K -$162K -7,782 -44%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$201K +$3.1K +149 +2%
IA
157
Inspire Advisors
Idaho
$201K +$201K +9,687 New
HIIFS
158
Harel Insurance Investments & Financial Services
Israel
$187K +$9.57K +456 +5%
OCM
159
Orion Capital Management
California
$185K +$47.8K +2,300 +35%
MIFH
160
Migdal Insurance & Financial Holdings
Israel
$179K +$147K +7,000 +467%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$151K +$61.5K +2,997 +69%
Optiver Holding
162
Optiver Holding
Netherlands
$145K -$1.35M -64,742 -90%
QC
163
Quent Capital
New York
$136K +$136K +6,500 +32,500%
MCM
164
Manchester Capital Management
Vermont
$118K +$6.38K +308 +6%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$115K – – –
IA
166
IFP Advisors
Florida
$112K +$1.14K +33 +1%
CG
167
Cutler Group
California
$107K -$122K -5,912 -53%
AAM
168
Advisors Asset Management
Colorado
$107K +$7.62K +366 +8%
Korea Investment Corp
169
Korea Investment Corp
South Korea
$100K +$42.3K +2,033 +73%
BCM
170
Basswood Capital Management
New York
$96K +$96K +4,633 New
HCP
171
Hexagon Capital Partners
Arkansas
$94K – – –
Skandinaviska Enskilda Banken (SEB)
172
Skandinaviska Enskilda Banken (SEB)
Sweden
$91K -$180K -8,637 -66%
EPM
173
Equitec Proprietary Markets
Illinois
$89K +$89K +4,300 New
GI
174
GS Investments
Minnesota
$83K – – –
CIA
175
Capital Impact Advisors
Massachusetts
$76K -$56.6K -2,902 -43%
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7
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