Upstart Holdings
UPST
496 hedge funds and large institutions have $4.43B invested in Upstart Holdings in 2022 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 249 increasing their positions, 72 reducing their positions, and 98 closing their positions.
246% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 72
27% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 98
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
4% more funds holding
Funds holding: 478 → 496 (+18)
1.06% more ownership
Funds ownership: 47.27% → 48.33% (+1.1%)
21% less call options, than puts
Call options by funds: $1.25B | Put options by funds: $1.58B
24% less capital invested
Capital invested by funds: $5.82B → $4.43B (-$1.39B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$305M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$276M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$113M |
| 4 |
FAM
Fred Alger Management
New York
|
+$110M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$96.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$605M |
| 2 |
D.E. Shaw & Co
New York
|
-$189M |
| 3 |
Renaissance Technologies
New York
|
-$139M |
| 4 |
Two Sigma Investments
New York
|
-$105M |
| 5 |
Two Sigma Advisers
New York
|
-$92.2M |
UPST Hedge Fund Activity: Q1 2022 in Review
496 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q1 2022, worth a combined $4.43B — down 24% from $5.82B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new UPST positions and 98 closed out — a net gain of 26 holders — while 249 added to existing stakes and 72 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $305M. The largest seller was Third Point, exiting entirely with an estimated $605M sold.
- 496 institutional investors held Upstart Holdings (UPST) as of Q1 2022, up from 478 in Q4 2021.
- Funds reported $4.43B of Upstart Holdings stock for Q1 2022, down 24% quarter-over-quarter.
- 124 funds opened new Upstart Holdings positions in Q1 2022 and 98 closed out, a net change of +26 holders.
- The largest Upstart Holdings buyer in Q1 2022 was Morgan Stanley, an estimated $305M added.
- The largest Upstart Holdings seller in Q1 2022 was Third Point, an estimated $605M sold.
Based on aggregated 13F filings for Q1 2022.