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Upstart Holdings

328 hedge funds and large institutions have $1.79B invested in Upstart Holdings in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+40
Holders Change %
+13.89%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
91
Reduced
86
Closed
38
Calls
$788M
Puts
$867M
Net Calls
-$79.4M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
176
Orion Capital Management
California
$233K +$36K +880 +18%
Prudential Financial
177
Prudential Financial
New Jersey
$233K +$233K +5,695 New
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$226K
GAM
179
Gotham Asset Management
New York
$226K +$226K +5,525 New
WS
180
Wedbush Securities
California
$221K +$221K +5,404 New
QCM
181
QRG Capital Management
Illinois
$219K +$219K +5,355 New
NL
182
NWAM LLC
Washington
$218K +$218K +5,340 New
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$217K +$217K +5,310 New
HT
184
Headlands Technologies
Illinois
$212K +$212K +5,179 New
AF
185
Advisornet Financial
Minnesota
$211K +$40.9K +1,000 +24%
MLIC
186
Mandatum Life Insurance Company
Finland
$208K +$208K +5,100 New
HighTower Advisors
187
HighTower Advisors
Illinois
$206K +$206K +5,095 New
OAM
188
Oppenheimer Asset Management
New York
$203K -$114K -2,789 -36%
NFSG
189
Newbridge Financial Services Group
Florida
$194K -$4.45K -109 -2%
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K +$26.2K +640 +16%
TWM
191
Tradition Wealth Management
Minnesota
$192K -$41 -1 -0%
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$191K +$4.93K +127 +3%
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$191K -$38.4K -1,103 -17%
MLICM
194
Metropolitan Life Insurance Company (MetLife)
New York
$170K
WIM
195
Westside Investment Management
California
$165K -$72.1K -1,765 -30%
AP
196
AtonRa Partners
Switzerland
$162K -$50.3K -1,232 -24%
US Bancorp
197
US Bancorp
Minnesota
$158K -$27.5K -672 -15%
ECM
198
EMC Capital Management
Texas
$151K
NA
199
NewEdge Advisors
Louisiana
$142K +$8.46K +207 +6%
SOW
200
State of Wyoming
Wyoming
$115K +$69.2K +1,693 +152%