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Upstart Holdings
UPST

Overview Fund Activity

262 hedge funds and large institutions have $471M invested in Upstart Holdings in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
77
Reduced
63
Closed
43
Calls
$239M
Puts
$306M
Net Calls
-$66.8M
Net Calls Change
-$25.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.5M
2
Coatue Management
Coatue Management
New York
$26.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.57M
4
FCM
Freshford Capital Management
New York
$3.47M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.55M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$19.7M
2
Norges Bank
Norges Bank
Norway
$9.86M
3
First Trust Advisors
First Trust Advisors
Illinois
$356K
4
LIP
Liontrust Investment Partners
United Kingdom
$0
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$11K +$376 +23 +4%
FCMT
177
Founders Capital Management (Texas)
Texas
$10K +$5K +300 +100%
EI
178
Ellevest Inc
New York
$9.71K +$5.45K +343 +128%
CCA
179
Column Capital Advisors
Indiana
$9.69K – – –
PI
180
PEAK6 Investments
Illinois
$9.66K +$9.66K +608 New
OIA
181
Optimum Investment Advisors
Illinois
$8.9K – – –
SPIA
182
Steward Partners Investment Advisory
New York
$8.57K -$1.11K -70 -11%
TFA
183
Toth Financial Advisory
Virginia
$8.47K – – –
TFGT
184
TS Financial Group (TSFG)
Illinois
$8K -$536 -34 -6%
CIM
185
Contravisory Investment Management
Massachusetts
$7.95K +$7.95K +500 New
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$7.07K +$604 +38 +9%
PMFA
187
Plante Moran Financial Advisors
Michigan
$6.53K +$6.53K +411 New
GWM
188
Geneos Wealth Management
Colorado
$6.28K -$2.38K -150 -28%
CSB
189
City State Bank
Iowa
$6K – – –
QC
190
Quent Capital
New York
$5.63K -$134K -8,403 -96%
C
191
Covestor
United Kingdom
$5K -$2.68K -157 -35%
MHR
192
Matthew Hamilton Rosenberg
$4.77K – – –
RI
193
Ridgewood Investments
New Jersey
$4.77K +$4.77K +300 New
SIC
194
SJS Investment Consulting
Ohio
$3.7K – – –
RA
195
Rise Advisors
New York
$3.34K -$1.07K -67 -24%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$3.18K -$3.18K -200 -50%
MC
197
Machina Capital
France
$3.18K +$3.18K +200 New
BAM
198
Belpointe Asset Management
Nevada
$3.05K +$1.42K +355 +88%
HFS
199
Hantz Financial Services
Michigan
$3K – – –
VF
200
VitalStone Financial
Texas
$3K +$3K +19 New
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