Upstart Holdings
UPST
131 hedge funds and large institutions have $5.12B invested in Upstart Holdings in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 18 closing their positions.
389% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 18
192% more capital invested
Capital invested by funds: $1.75B → $5.12B (+$3.37B)
115% more funds holding
Funds holding: 61 → 131 (+70)
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
1% less call options, than puts
Call options by funds: $159M | Put options by funds: $160M
2.23% less ownership
Funds ownership: 60.91% → 58.68% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
BIT Capital
Berlin,
Germany
|
+$46.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$30M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.7M |
| 4 |
BlackRock
New York
|
+$25.8M |
| 5 |
FAM
Fred Alger Management
New York
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$76.7M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$46.7M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$38.2M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$20.2M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$18M |
UPST Hedge Fund Activity: Q1 2021 in Review
131 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q1 2021, worth a combined $5.12B — up 192% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new UPST positions and 18 closed out — a net gain of 70 holders — while 17 added to existing stakes and 14 trimmed.
The largest buyer was BIT Capital, adding an estimated $46.6M. The largest seller was Capital World Investors, cutting an estimated $76.7M.
- 131 institutional investors held Upstart Holdings (UPST) as of Q1 2021, up from 61 in Q4 2020.
- Funds reported $5.12B of Upstart Holdings stock for Q1 2021, up 192% quarter-over-quarter.
- 88 funds opened new Upstart Holdings positions in Q1 2021 and 18 closed out, a net change of +70 holders.
- The largest Upstart Holdings buyer in Q1 2021 was BIT Capital, an estimated $46.6M added.
- The largest Upstart Holdings seller in Q1 2021 was Capital World Investors, an estimated $76.7M sold.
Based on aggregated 13F filings for Q1 2021.