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Upstart Holdings

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
201
Advisors Asset Management
Colorado
$151K +$6.1K +193 +4%
AIM
202
Arcadia Investment Management
Michigan
$142K +$69.8K +2,200 +97%
HCP
203
Hexagon Capital Partners
Arkansas
$142K +$142K +4,500 New
Russell Investments Group
204
Russell Investments Group
United Kingdom
$136K +$82.3K +2,644 +153%
WIM
205
Westside Investment Management
California
$131K +$35.9K +1,345 +38%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$119K -$28.2K -887 -19%
IA
207
IFP Advisors
Florida
$110K
GI
208
GS Investments
Minnesota
$102K +$102K +4,000 New
UB
209
UMB Bank
Missouri
$101K -$15.9K -502 -14%
Daiwa Securities Group
210
Daiwa Securities Group
Japan
$95K +$38K +1,200 +67%
Korea Investment Corp
211
Korea Investment Corp
South Korea
$88K -$4.07M -128,423 -98%
AF
212
Advisornet Financial
Minnesota
$87K +$53.2K +1,680 +157%
HSA
213
Hussman Strategic Advisors
Maryland
$82K
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$82K +$23.7K +747 +41%
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.8K -$40.8K -1,291 -35%
APA
216
American Portfolios Advisors
New York
$73K -$95.4K -3,016 -57%
MIM
217
MetLife Investment Management
New Jersey
$67K -$31.3K -991 -32%
FM
218
Freemont Management
Switzerland
$66K +$33K +1,050 +100%
CM
219
Caption Management
Oklahoma
$63K -$110K -3,500 -64%
GWM
220
Geneos Wealth Management
Colorado
$59K +$21.8K +673 +59%
SPIA
221
Steward Partners Investment Advisory
New York
$57K -$33.3K -1,057 -37%
CLOS
222
Compagnie Lombard Odier SCmA
Switzerland
$56K +$9.39K +300 +20%
Macquarie Group
223
Macquarie Group
Australia
$52K
SWM
224
Spire Wealth Management
Virginia
$50K -$21.7K -682 -30%
VI
225
Vestcor Inc
New Brunswick, Canada
$49K +$28.7K +917 +142%