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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 %
CSWM
201
Cassady Schiller Wealth Management
Ohio
$112K +$21.5K +527 +24%
Daiwa Securities Group
202
Daiwa Securities Group
Japan
$98K -$23.3K -570 -19%
GI
203
GS Investments
Minnesota
$81.7K
HFM
204
Harvest Fund Management
China
$76K +$76K +1,859 New
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$74.1K -$11.6K -283 -14%
Skandinaviska Enskilda Banken (SEB)
206
Skandinaviska Enskilda Banken (SEB)
Sweden
$74K +$1.31K +32 +2%
KBC Group
207
KBC Group
Belgium
$67K
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$65.4K -$24.5K -600 -27%
HCM
209
Hollencrest Capital Management
California
$61.3K +$61.3K +1,500 New
BAM
210
BOCHK Asset Management
Hong Kong
$61.3K +$61.3K +1,500 New
IGWM
211
ICA Group Wealth Management
Colorado
$60.7K +$60.7K +1,486 New
Asset Management One
212
Asset Management One
Japan
$58.9K -$21.9K -497 -27%
SO
213
STRS Ohio
Ohio
$57K +$57K +1,400 New
GWSG
214
GPS Wealth Strategies Group
Colorado
$50.6K -$1.84K -45 -4%
AA
215
Ancora Advisors
Ohio
$49K
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$46K -$1.55K -38 -3%
FFA
217
Farther Finance Advisors
California
$46K +$27.3K +669 +147%
S
218
SignatureFD
Georgia
$45K -$27.5K -674 -38%
PA
219
Parallel Advisors
California
$44.7K
AFG
220
Albion Financial Group
Utah
$40.9K
BFEC
221
Benjamin F. Edwards & Company
Missouri
$39K +$7.48K +185 +24%
Comerica Bank
222
Comerica Bank
Texas
$38.7K +$409 +10 +1%
SAM
223
Shell Asset Management
Netherlands
$38K -$8.79K -215 -19%
BBHC
224
Brown Brothers Harriman & Co
New York
$34.7K
QCG
225
Quadrant Capital Group
Ohio
$30.1K