UPST icon

Upstart Holdings
UPST

Overview Fund Activity

301 hedge funds and large institutions have $656M invested in Upstart Holdings in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-41
Holders Change %
-11.99%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
94
Reduced
97
Closed
83
Calls
$331M
Puts
$420M
Net Calls
-$88.7M
Net Calls Change
+$66.2M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$20.8M
2
SG Americas Securities
SG Americas Securities
New York
$14.8M
3
ACL
Azora Capital LP
Florida
$6.22M
4
FCM
Freshford Capital Management
New York
$5.93M
5
Swiss National Bank
Swiss National Bank
Switzerland
$3.76M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$0
2
Coatue Management
Coatue Management
New York
$34.6M
3
SCM
Steadfast Capital Management
New York
$0
4
Amundi
Amundi
France
$47K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$19K -$18.9K -900 -50%
S
202
SignatureFD
Georgia
$18K +$3.62K +177 +25%
AIG
203
American International Group
New York
$17K -$651 -31 -4%
GWM
204
Geneos Wealth Management
Colorado
$16K -$20.8K -1,028 -57%
BA
205
Bellwether Advisors
Nebraska
$16K -$40 -2 -0.2%
BFEC
206
Benjamin F. Edwards & Company
Missouri
$16K – – –
TWM
207
Tradition Wealth Management
Minnesota
$16K +$8.29K +390 +107%
PA
208
Parallel Advisors
California
$16K +$9.35K +447 +141%
BCV
209
Banque Cantonale Vaudoise
Switzerland
$15K – – –
SC
210
Sculptor Capital
New York
$15K +$15K +700 New
CFG
211
CKW Financial Group
Hawaii
$14K – – –
SOW
212
State of Wyoming
Wyoming
$14K +$14K +654 New
CCA
213
Column Capital Advisors
Indiana
$13K +$7.99K +375 +160%
OIA
214
Optimum Investment Advisors
Illinois
$12K – – –
TFA
215
Toth Financial Advisory
Virginia
$11K -$279 -14 -2%
HIA
216
Harbor Investment Advisory
Maryland
$10K – – –
C
217
Covestor
United Kingdom
$9K -$18K -899 -67%
TFGT
218
TS Financial Group (TSFG)
Illinois
$9K -$11.2K -560 -55%
CSB
219
City State Bank
Iowa
$9K +$8.8K +400 +4,444%
WFA
220
Wipfli Financial Advisors
Wisconsin
$9K +$9K +444 New
APP
221
Alpha Paradigm Partners
Illinois
$8K – – –
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$7K -$6.32K -298 -47%
RA
223
Rise Advisors
New York
$7K – – –
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$6K -$9.53K -424 -61%
FCMT
225
Founders Capital Management (Texas)
Texas
$6K – – –
7 8
9
10 11