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Upstart Holdings
UPST

Overview Fund Activity

253 hedge funds and large institutions have $4.99B invested in Upstart Holdings in 2021 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 68 increasing their positions, 26 reducing their positions, and 26 closing their positions.

Holders
253
Holders Change
+123
Holders Change %
+94.62%
% of All Funds
4.42%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.26%
New
150
Increased
68
Reduced
26
Closed
26
Calls
$415M
Puts
$548M
Net Calls
-$133M
Net Calls Change
-$131M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$169M
2
BC
2
BIT Capital
Germany
$274M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$83.4M
4
KP
4
Kuvari Partners
United Kingdom
$81.2M
5
VVP
5
Vulcan Value Partners
Alabama
$190M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$140M
3
AI
3
Alphabet Inc
California
$0
4
FFIM
4
Founders Fund IV Management
California
$0
5
SFM
5
Soros Fund Management
New York
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
176
Laidlaw Wealth Management
New York
$279K +$279K +2,233 New
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$276K +$276K +2,207 New
BCM
178
Bayesian Capital Management
New York
$275K +$275K +2,200 New
EDRH
179
Edmond de Rothschild Holding
Switzerland
$269K +$269K +2,155 New
QT
180
Quantbot Technologies
New York
$266K +$266K +2,130 New
PIA
181
Perennial Investment Advisors
California
$264K +$264K +2,117 New
SO
182
STRS Ohio
Ohio
$252K +$252K +2,024 New
RF
183
Rollins Financial
Georgia
$250K +$250K +2,000 New
XT
184
XTX Topco
Cayman Islands
$250K +$250K +2,004 New
Lazard Asset Management
185
Lazard Asset Management
New York
$249K +$249K +2,000 New
RPC
186
Rossmore Private Capital
Connecticut
$247K -$21.3K -171 -8%
MFG
187
Menard Financial Group
Texas
$246K +$246K +1,972 New
BC
188
Bridgefront Capital
Texas
$246K +$246K +1,973 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$241K +$241K +1,935 New
CC
190
Centiva Capital
New York
$240K +$240K +1,919 New
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$238K +$238K +1,904 New
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$237K +$237K +1,897 New
SS
193
Simplicity Solutions
Minnesota
$234K +$234K +1,877 New
EDRIA
194
Edmonds Duncan Registered Investment Advisors
Kansas
$229K +$229K +1,832 New
HCA
195
Harbour Capital Advisors
Virginia
$227K +$227K +1,815 New
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$221K +$221K +1,771 New
DLA
197
Douglas Lane & Associates
New York
$214K +$214K +1,710 New
LA
198
Legacy Advisors
Pennsylvania
$214K +$214K +1,710 New
SEC
199
Seven Eight Capital
New York
$208K +$208K +1,669 New
HB
200
Homrich & Berg
Georgia
$159K +$159K +1,273 New
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