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Upstart Holdings
UPST

Overview Fund Activity

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$74.7M
2
BlackRock
2
BlackRock
New York
$97.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$134M
4
Norges Bank
4
Norges Bank
Norway
$25.6M
5
State Street
5
State Street
Massachusetts
$41.7M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
VVP
2
Vulcan Value Partners
Alabama
$126M
3
AIM
3
Artemis Investment Management
United Kingdom
$0
4
FAM
4
Fred Alger Management
New York
$9.85M
5
BC
5
BIT Capital
Germany
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$192M 6,058,614 +236,404 +4%
Morgan Stanley
2
Morgan Stanley
New York
$134M 4,231,009 +614,648 +17%
VVP
3
Vulcan Value Partners
Alabama
$126M 3,996,381 -3,244,826 -45%
BlackRock
4
BlackRock
New York
$97.2M 3,073,847 +717,966 +30%
Coatue Management
5
Coatue Management
New York
$74.7M 2,362,290 +2,362,290 New
Bank of America
6
Bank of America
North Carolina
$44.6M 1,408,945 +224,775 +19%
State Street
7
State Street
Massachusetts
$41.7M 1,319,132 +353,154 +37%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$31.5M 996,524 -60,634 -6%
Norges Bank
9
Norges Bank
Norway
$25.6M 810,022 +403,605 +99%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.9M 787,799 +104,939 +15%
Goldman Sachs
11
Goldman Sachs
New York
$17.7M 559,932 +335,271 +149%
Northern Trust
12
Northern Trust
Illinois
$13.3M 419,944 -13,299 -3%
SCM
13
Steadfast Capital Management
New York
$12M 377,952 +347,952 +1,160%
Amundi
14
Amundi
France
$11M 456,300 -122,418 -21%
Marshall Wace
15
Marshall Wace
United Kingdom
$10.9M 345,490 +343,654 +18,718%
Legal & General Group
16
Legal & General Group
United Kingdom
$10.5M 332,004 +137,828 +71%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$10.5M 330,863 -68,574 -17%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$10.3M 325,723 +77,961 +31%
FAM
19
Fred Alger Management
New York
$9.85M 311,476 -1,553,967 -83%
Charles Schwab
20
Charles Schwab
California
$9.15M 289,224 +19,216 +7%
Twin Tree Management
21
Twin Tree Management
Texas
$8.36M 264,317 +192,410 +268%
Barclays
22
Barclays
United Kingdom
$7.63M 241,261 -63,555 -21%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.59M 239,967 +67,849 +39%
Renaissance Technologies
24
Renaissance Technologies
New York
$6.76M 213,800 +179,700 +527%
CIG
25
Consolidated Investment Group
Colorado
$6.3M 199,200 – –
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