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Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$951M
2
VVP
Vulcan Value Partners
Alabama
+$864M
3
BlackRock
BlackRock
New York
+$367M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$365M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$263M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$353M
2
VS
VK Services
California
-$335M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$325M
4
BC
BIT Capital
Germany
-$311M
5
TP
Third Point
New York
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$907K +$18.7K +59 +2%
APG Asset Management
202
APG Asset Management
Netherlands
$874K +$874K +3,200 New
AAM
203
Advisors Asset Management
Colorado
$856K +$856K +2,705 New
PAG
204
Private Advisor Group
New Jersey
$845K +$845K +2,671 New
VPIM
205
Vanguard Personalized Indexing Management
California
$843K +$57.9K +183 +7%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$805K -$1.25M -3,966 -61%
VFM
207
Vivid Financial Management
California
$786K +$786K +2,485 New
BCM
208
BlueCrest Capital Management
Jersey
$777K -$726K -2,294 -48%
VF
209
Virtu Financial
New York
$775K -$12.9M -40,819 -94%
WA
210
Wealth Advisors
California
$764K -$147K -508 -16%
IMRF
211
Illinois Municipal Retirement Fund
Illinois
$746K +$746K +2,356 New
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$743K +$131K +416 +21%
HIM
213
Hillsdale Investment Management
Ontario, Canada
$728K +$728K +2,300 New
CPWM
214
Cypress Point Wealth Management
Texas
$727K +$727K +2,296 New
Mitsubishi UFJ Asset Management
215
Mitsubishi UFJ Asset Management
Japan
$720K +$21.8K +69 +3%
CAN
216
Cetera Advisor Networks
California
$716K +$716K +2,264 New
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$714K +$377K +1,192 +112%
SRC
218
Samson Rock Capital
United Kingdom
$709K +$709K +2,240 New
GAM
219
Gotham Asset Management
New York
$659K +$659K +2,084 New
MSAM
220
Moloney Securities Asset Management
Missouri
$651K +$651K +2,057 New
SO
221
STRS Ohio
Ohio
$640K – – –
Manulife (Manufacturers Life Insurance)
222
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$638K +$638K +2,016 New
RC
223
RBF Capital
California
$633K -$1.9M -6,000 -75%
SS
224
Simplicity Solutions
Minnesota
$624K +$29.8K +94 +5%
EGM
225
Engineers Gate Manager
New York
$612K +$612K +1,933 New
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