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Upstart Holdings

490 hedge funds and large institutions have $4.42B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 245 increasing their positions, 73 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
7.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
123
Increased
245
Reduced
73
Closed
98
Calls
$1.32B
Puts
$1.67B
Net Calls
-$353M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
URS
201
Utah Retirement Systems
Utah
$714K +$10.9K +100 +2%
MHS
202
M Holdings Securities
Oregon
$699K +$699K +6,407 New
VHAM
203
Van Hulzen Asset Management
California
$695K +$695K +6,370 New
BCIM
204
British Columbia Investment Management
British Columbia, Canada
$690K +$318K +2,915 +85%
FAF
205
Fjarde Ap-fonden
Sweden
$688K -$1.03M -9,400 -60%
SWP
206
Stratos Wealth Partners
Ohio
$680K +$102K +937 +18%
OPERF
207
Oregon Public Employees Retirement Fund
Oregon
$678K +$21.8K +200 +3%
PAG
208
Private Advisor Group
New Jersey
$675K +$285K +2,610 +73%
TFA
209
Teamwork Financial Advisors
Texas
$663K +$128K +1,170 +24%
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$644K +$524K +4,800 +436%
GHC
211
Graham Holdings Company
Virginia
$638K
BRWM
212
B. Riley Wealth Management
Tennessee
$625K +$242K +2,220 +63%
CC
213
Corton Capital
Ontario, Canada
$623K +$623K +5,711 New
X
214
Xponance
Pennsylvania
$606K +$48.3K +443 +9%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$603K +$277K +2,534 +85%
ACM
216
ACT Capital Management
Pennsylvania
$600K -$10.9K -100 -2%
CM
217
Caption Management
Oklahoma
$600K +$104K +950 +21%
BA
218
Bridgewater Advisors
New York
$600K +$600K +5,504 New
ISWM
219
Independent Solutions Wealth Management
New York
$600K -$12.9K -118 -2%
VPIM
220
Vanguard Personalized Indexing Management
California
$589K +$189K +1,732 +47%
WBC
221
Westpac Banking Corp
Australia
$586K +$323K +2,958 +122%
II
222
IFM Investors
Australia
$585K +$247K +2,261 +73%
APA
223
American Portfolios Advisors
New York
$581K +$64.1K +588 +12%
GKWIM
224
Gerber Kawasaki Wealth & Investment Management
California
$571K +$111K +1,016 +24%
SFA
225
Souders Financial Advisors
Ohio
$555K +$31.6K +290 +6%