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Upstart Holdings

343 hedge funds and large institutions have $1.97B invested in Upstart Holdings in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+73
Holders Change %
+27.04%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
102
Increased
83
Reduced
82
Closed
27
Calls
$591M
Puts
$585M
Net Calls
+$5.66M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
201
Independent Advisor Alliance
North Carolina
$206K -$972K -24,299 -82%
X
202
Xponance
Pennsylvania
$204K +$204K +5,092 New
FC
203
FORA Capital
Florida
$202K +$202K +5,049 New
IIA
204
IPG Investment Advisors
California
$200K +$200K +5,000 New
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$199K -$32.7K -817 -14%
Optiver Holding
206
Optiver Holding
Netherlands
$191K -$2.82M -70,548 -94%
SG Americas Securities
207
SG Americas Securities
New York
$165K -$5.75M -144,080 -97%
Acadian Asset Management
208
Acadian Asset Management
Massachusetts
$162K +$162K +4,053 New
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K -$13.8K -345 -8%
WIM
210
Westside Investment Management
California
$123K -$13.4K -400 -10%
KBC Group
211
KBC Group
Belgium
$105K +$4.13K +103 +4%
AB
212
Amalgamated Bank
New York
$104K
PHK
213
Point72 Hong Kong
Hong Kong
$102K +$102K +2,559 New
Daiwa Securities Group
214
Daiwa Securities Group
Japan
$102K -$4.2K -105 -4%
CP
215
Castleview Partners
Texas
$86.9K +$86.5K +2,161 +21,610%
Comerica Bank
216
Comerica Bank
Texas
$86K -$200 -5 -0.2%
WTG
217
West Tower Group
Virginia
$80K +$80K +2,000 New
A
218
AlphaQuest
New York
$68.9K +$64.4K +1,610 +1,425%
CLOS
219
Compagnie Lombard Odier SCmA
Switzerland
$64K
Asset Management One
220
Asset Management One
Japan
$60.3K -$32K -801 -35%
ACM
221
Anfield Capital Management
California
$56.7K
SO
222
STRS Ohio
Ohio
$56K +$56K +1,400 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$53K +$12.4K +311 +30%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$50K -$14.8K -369 -23%
AA
225
Ancora Advisors
Ohio
$48K