UPST icon

Upstart Holdings

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
151
Wolverine Asset Management
Illinois
$165K
LOIM
152
Liberty One Investment Management
Illinois
$163K -$5.22K -183 -3%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$158K
HIIFS
154
Harel Insurance Investments & Financial Services
Israel
$155K
AP
155
AtonRa Partners
Switzerland
$148K +$148K +5,191 New
NFSG
156
Newbridge Financial Services Group
Florida
$139K -$90.6K -3,175 -40%
OCM
157
Orion Capital Management
California
$138K -$25.4K -890 -16%
TWM
158
Tradition Wealth Management
Minnesota
$134K +$6.85K +240 +5%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$132K -$4.06M -147,535 -97%
US Bancorp
160
US Bancorp
Minnesota
$130K -$48.2K -1,690 -27%
AF
161
Advisornet Financial
Minnesota
$119K +$28.5K +1,000 +32%
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$119K +$5.88K +206 +5%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$117K -$13.3K -465 -10%
Amundi
164
Amundi
France
$114K -$20.6K -760 -15%
ECM
165
EMC Capital Management
Texas
$106K +$106K +3,700 New
NA
166
NewEdge Advisors
Louisiana
$93.6K +$6.96K +244 +8%
CG
167
Cutler Group
California
$85K -$489K -17,282 -85%
Daiwa Securities Group
168
Daiwa Securities Group
Japan
$85K
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$68.4K -$1.41M -49,500 -95%
CSWM
170
Cassady Schiller Wealth Management
Ohio
$63.4K +$15K +526 +31%
CLOS
171
Compagnie Lombard Odier SCmA
Switzerland
$62.8K +$15.7K +550 +33%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$59.8K -$66.6K -2,334 -53%
GI
173
GS Investments
Minnesota
$57.1K
Asset Management One
174
Asset Management One
Japan
$52.3K +$7.96K +279 +18%
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$51K -$173K -6,030 -77%