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Upstart Holdings
UPST

Overview Fund Activity

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.6M
3
Bank of America
3
Bank of America
North Carolina
$20.5M
4
SG Americas Securities
4
SG Americas Securities
New York
$13.7M
5
BlackRock
5
BlackRock
New York
$41.6M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Coatue Management
2
Coatue Management
New York
$11M
3
ACL
3
Azora Capital LP
Florida
$0
4
FCM
4
Freshford Capital Management
New York
$0
5
TC
5
TwinBeech Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
151
Advisors Asset Management
Colorado
$13.8K -$54.2K -4,097 -80%
YAL
152
Your Advocates Ltd
Texas
$13.6K +$13.2K +1,000 +3,333%
AFG
153
Albion Financial Group
Utah
$13.2K – – –
OWA
154
One Wealth Advisors
California
$13.2K +$13.2K +1,000 New
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$10.6K -$5.62K -425 -35%
BA
156
Bellwether Advisors
Nebraska
$10.6K – – –
AIG
157
American International Group
New York
$10.5K -$212 -16 -2%
PA
158
Parallel Advisors
California
$10.3K +$212 +16 +2%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$10K – – –
CSWM
160
Cassady Schiller Wealth Management
Ohio
$9.2K +$9.2K +696 New
NA
161
NewEdge Advisors
Louisiana
$9.09K +$9.09K +2,446 New
CFG
162
CKW Financial Group
Hawaii
$9K – – –
BCV
163
Banque Cantonale Vaudoise
Switzerland
$9K – – –
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$9K +$5.3K +383 +143%
MSCM
165
McElhenny Sheffield Capital Management
Texas
$8.14K +$8.14K +74 New
CCA
166
Column Capital Advisors
Indiana
$8.06K – – –
SPIA
167
Steward Partners Investment Advisory
New York
$8.05K -$3.94K -298 -33%
Belvedere Trading
168
Belvedere Trading
Illinois
$8.01K +$8.01K +606 New
OA
169
Operose Advisors
Wisconsin
$7.93K +$7.93K +600 New
OIA
170
Optimum Investment Advisors
Illinois
$7.4K – – –
GWM
171
Geneos Wealth Management
Colorado
$7.21K -$3.24K -245 -31%
TFA
172
Toth Financial Advisory
Virginia
$7.05K -$238 -18 -3%
TFGT
173
TS Financial Group (TSFG)
Illinois
$7K +$1.17K +90 +20%
EWM
174
Evermay Wealth Management
Virginia
$6.61K +$6.61K +500 New
C
175
Covestor
United Kingdom
$6K +$13 +1 +0.2%
5 6
7
8 9