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Upstart Holdings

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
176
Lazard Asset Management
New York
$51K +$12.3K +435 +32%
DekaBank Deutsche Girozentrale
177
DekaBank Deutsche Girozentrale
Germany
$51K +$51K +1,799 New
S
178
SignatureFD
Georgia
$50.7K -$1.43K -50 -3%
KBC Group
179
KBC Group
Belgium
$47K +$47K +1,646 New
VWM
180
Venturi Wealth Management
Texas
$44.5K
GWSG
181
GPS Wealth Strategies Group
Colorado
$36.6K +$885 +31 +2%
AA
182
Ancora Advisors
Ohio
$34.2K
SAM
183
Shell Asset Management
Netherlands
$33K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$33K +$11.9K +422 +56%
SOW
185
State of Wyoming
Wyoming
$31.7K +$31.7K +1,112 New
PA
186
Parallel Advisors
California
$31.2K -$714 -25 -2%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$30K -$18.8K -660 -39%
CMBA
188
C.M. Bidwell & Associates
Hawaii
$29K -$32K -1,120 -52%
AFG
189
Albion Financial Group
Utah
$28.5K
TRCT
190
Tower Research Capital (TRC)
New York
$28K -$62K -2,174 -69%
IUHSA
191
Itau Unibanco Holding S.A.
Brazil
$27.4K +$6.74K +236 +33%
Comerica Bank
192
Comerica Bank
Texas
$26.8K +$26.8K +938 New
LFG
193
Larson Financial Group
Missouri
$24.9K +$1.83K +64 +8%
BBHC
194
Brown Brothers Harriman & Co
New York
$24.3K
BFEC
195
Benjamin F. Edwards & Company
Missouri
$22K
QCG
196
Quadrant Capital Group
Ohio
$21K
GWM
197
Geneos Wealth Management
Colorado
$20.1K
SPIA
198
Steward Partners Investment Advisory
New York
$18.4K
CCA
199
Column Capital Advisors
Indiana
$17.4K
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$17.1K -$5.71K -200 -25%