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Upstart Holdings

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
176
Strategic Family Wealth Counselors
New Jersey
$253K
Truist Financial
177
Truist Financial
North Carolina
$253K +$155K +4,934 +159%
NA
178
NewEdge Advisors
Louisiana
$252K +$252K +7,959 New
URS
179
Utah Retirement Systems
Utah
$248K +$41.1K +1,300 +20%
BCIM
180
British Columbia Investment Management
British Columbia, Canada
$247K +$46.6K +1,472 +23%
Janus Henderson Group
181
Janus Henderson Group
United Kingdom
$244K +$244K +7,716 New
Wellington Management Group
182
Wellington Management Group
Massachusetts
$243K +$243K +7,687 New
MMPW
183
Mitchell McLeod Pugh & Williams
Alabama
$233K +$233K +7,375 New
PAM
184
Panagora Asset Management
Massachusetts
$232K +$108K +3,426 +87%
MA
185
Mezzasalma Advisors
New Jersey
$230K
Swedbank
186
Swedbank
Sweden
$223K +$223K +7,041 New
BA
187
Bridgewater Associates
Connecticut
$218K +$83.1K +2,634 +62%
CIA
188
Capital Impact Advisors
Massachusetts
$215K -$150K -4,744 -41%
BAM
189
Blueshift Asset Management
New Jersey
$210K +$94.2K +2,975 +81%
OCM
190
Orion Capital Management
California
$209K -$11.1K -350 -5%
Stifel Financial
191
Stifel Financial
Missouri
$200K -$88.9K -2,801 -31%
TSWM
192
Tyler-Stone Wealth Management
Ohio
$190K +$96.8K +3,060 +104%
ETC
193
Exchange Traded Concepts
Oklahoma
$176K +$68.3K +2,159 +63%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$175K
MCM
195
Manchester Capital Management
Vermont
$170K +$126K +3,988 +285%
WBC
196
Westpac Banking Corp
Australia
$169K -$1.46K -46 -0.9%
DekaBank Deutsche Girozentrale
197
DekaBank Deutsche Girozentrale
Germany
$165K -$467K -14,756 -74%
DFCM
198
Dark Forest Capital Management
Puerto Rico
$164K -$57.2K -1,806 -26%
SSA
199
Schonfeld Strategic Advisors
New York
$164K +$164K +5,178 New
NFSG
200
Newbridge Financial Services Group
Florida
$159K +$28.5K +900 +22%