UPST icon

Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.4B
2
VVP
Vulcan Value Partners
Alabama
$1.35B
3
BlackRock
BlackRock
New York
$561M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$382M
5
WRCM
Whale Rock Capital Management
Massachusetts
$263M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$89.8M
2
VS
VK Services
California
$299M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M
4
BC
BIT Capital
Germany
$382M
5
TP
Third Point
New York
$3.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
176
Oxbow Advisors
Texas
$1.19M +$85.4K +270 +8%
OQS
177
Occudo Quantitative Strategies
Florida
$1.19M -$7.68M -24,285 -87%
NL
178
NWAM LLC
Washington
$1.18M +$1.18M +3,715 New
SWP
179
Stratos Wealth Partners
Ohio
$1.16M +$1.16M +3,664 New
Creative Planning
180
Creative Planning
Kansas
$1.12M +$224K +707 +25%
MSRPS
181
Maryland State Retirement & Pension System
Maryland
$1.1M +$1.1M +3,435 New
NFG
182
Next Financial Group
Texas
$1.05M +$266K +841 +34%
PIA
183
Perennial Investment Advisors
California
$1.04M +$370K +1,168 +55%
Dimensional Fund Advisors
184
Dimensional Fund Advisors
Texas
$1.04M +$1.04M +3,283 New
VCA
185
Verdence Capital Advisors
Maryland
$1.01M +$1.01M +3,199 New
KA
186
Kovack Advisors
Florida
$998K +$998K +3,155 New
HCA
187
Harbour Capital Advisors
Virginia
$994K +$419K +1,325 +73%
GAMA
188
Graticule Asia Macro Advisors
New York
$994K +$994K +3,140 New
Truist Financial
189
Truist Financial
North Carolina
$992K -$11.9M -37,617 -92%
KFS
190
Kaizen Financial Strategies
California
$981K +$981K +3,100 New
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$977K – – –
AWA
192
Alta Wealth Advisors
Massachusetts
$970K +$54.1K +171 +6%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$970K +$116K +366 +14%
RPC
194
Rossmore Private Capital
Connecticut
$963K +$337K +1,063 +54%
HighTower Advisors
195
HighTower Advisors
Illinois
$959K +$959K +3,019 New
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$957K +$688K +2,174 +256%
IC
197
Inscription Capital
Texas
$949K +$949K +3,000 New
PP
198
Paloma Partners
Connecticut
$944K +$944K +2,985 New
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$942K -$3.65M -11,525 -79%
GG
200
Golden Green
South Carolina
$934K +$934K +2,952 New
6 7
8
9 10