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Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
SG Americas Securities
New York
$14.8M
3
ACL
Azora Capital LP
Florida
$6.22M
4
FCM
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$0
2
Coatue Management
Coatue Management
New York
$34.6M
3
SCM
Steadfast Capital Management
New York
$0
4
Amundi
Amundi
France
$47K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$76K +$18.7K +895 +33%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$75K -$1.66K -81 -2%
AIM
178
Arcadia Investment Management
Michigan
$73K -$19.7K -950 -21%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.9K +$17.7K +850 +36%
MCC
180
Money Concepts Capital
Florida
$63K +$61.3K +2,927 +3,527%
LOIM
181
Liberty One Investment Management
Illinois
$63K +$63K +3,010 New
Amundi
182
Amundi
France
$47K -$9.95M -454,155 -100%
Asset Management One
183
Asset Management One
Japan
$47K -$316K -15,482 -87%
FM
184
Freemont Management
Switzerland
$44K – – –
WIM
185
Westside Investment Management
California
$43.7K +$4.91K +620 +13%
WWP
186
WR Wealth Planners
Missouri
$42.2K +$13.3K +642 +46%
CM
187
Caption Management
Oklahoma
$42K – – –
MIM
188
MetLife Investment Management
New Jersey
$41.7K -$2.29K -110 -5%
CLOS
189
Compagnie Lombard Odier SCmA
Switzerland
$37K – – –
ETC
190
Exchange Traded Concepts
Oklahoma
$34K -$82.3K -3,938 -71%
GWSG
191
GPS Wealth Strategies Group
Colorado
$28K – – –
AWM
192
Activest Wealth Management
Florida
$28K +$28K +1,350 New
SAM
193
Shell Asset Management
Netherlands
$27K -$3.57K -169 -12%
QT
194
Quantbot Technologies
New York
$27K +$12.5K +600 +86%
SWM
195
Spire Wealth Management
Virginia
$25K -$7.81K -375 -24%
BWP
196
Baldwin Wealth Partners
Massachusetts
$25K – – –
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$25K – – –
S
198
Seeyond
France
$24K -$1.34K -66 -5%
Allspring Global Investments
199
Allspring Global Investments
North Carolina
$22K +$22K +1,087 New
AFG
200
Albion Financial Group
Utah
$21K – – –
6 7
8
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