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Upstart Holdings

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
CoreCap Advisors
Michigan
$5.45K +$5.45K +412 New
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$5.38K +$1.02K +77 +23%
TWM
178
Tradition Wealth Management
Minnesota
$5K -$5.67K -400 -53%
CSB
179
City State Bank
Iowa
$5K -$113 -9 -2%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$5K +$2.5K +200 +100%
FCMT
181
Founders Capital Management (Texas)
Texas
$4K
CCM
182
Cribstone Capital Management
Maine
$3.97K
MHR
183
Matthew Hamilton Rosenberg
$3.97K +$3.97K +300 New
Parallax Volatility Advisers
184
Parallax Volatility Advisers
California
$3.7K -$157K -11,912 -98%
RA
185
Rise Advisors
New York
$3.66K -$502 -38 -12%
EI
186
Ellevest Inc
New York
$3.54K -$13 -1 -0.4%
SIC
187
SJS Investment Consulting
Ohio
$3.08K
HFM
188
Harvest Fund Management
China
$3K
FMTCOCP
189
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
BAM
190
Belpointe Asset Management
Nevada
$2.88K +$2.88K +404 New
CTA
191
Colonial Trust Advisors
South Carolina
$2.35K +$2.35K +178 New
TWC
192
TD Waterhouse Canada
Ontario, Canada
$2.26K
FFA
193
Farther Finance Advisors
California
$2.04K +$2.04K +154 New
HFS
194
Hantz Financial Services
Michigan
$2K -$13 -1 -0.6%
GCS
195
Gordian Capital (Singapore)
Singapore
$2K
ATC
196
Adirondack Trust Company
New York
$1.98K
AAG
197
Armstrong Advisory Group
Massachusetts
$1.98K +$1.98K +150 New
SCA
198
Stonebridge Capital Advisors
Minnesota
$1.72K
N
199
Natixis
France
$1.4K +$1.4K +106 New
BIA
200
Bell Investment Advisors
California
$1.38K -$304 -23 -18%