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Upstart Holdings

329 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

6% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 86

9% less call options, than puts

Call options by funds: $788M | Put options by funds: $867M

Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$788M
Puts
$867M
Net Calls
Net Calls Change

Top Buyers

1 +$96M
2 +$68.8M
3 +$41.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$31.1M
5
BlackRock
BlackRock
New York
+$20.8M

Top Sellers

1 -$40M
2 -$16.5M
3 -$9.58M
4
FAM
Fred Alger Management
New York
-$9.51M
5
Goldman Sachs
Goldman Sachs
New York
-$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$332K
152
$330K
153
$329K
154
$327K
155
$326K
156
$310K
157
$304K
158
$301K
159
$299K
160
$294K
161
$292K
162
$292K
163
$277K
164
$277K
165
$274K
166
$272K
167
$269K
168
$268K
169
$266K
170
$263K
171
$262K
172
$261K
173
$246K
174
$236K
175
$234K