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Upstart Holdings
UPST

Overview Fund Activity

263 hedge funds and large institutions have $389M invested in Upstart Holdings in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 85 reducing their positions, and 85 closing their positions.

Holders
263
Holders Change
-38
Holders Change %
-12.62%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
65
Reduced
85
Closed
85
Calls
$228M
Puts
$269M
Net Calls
-$41.4M
Net Calls Change
+$47.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11M
2
BCM
2
Brainard Capital Management
Texas
$5.18M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$84.6M
4
Bank of America
4
Bank of America
North Carolina
$20.5M
5
SG Americas Securities
5
SG Americas Securities
New York
$13.7M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Coatue Management
2
Coatue Management
New York
$11M
3
ACL
3
Azora Capital LP
Florida
$0
4
FCM
4
Freshford Capital Management
New York
$0
5
TC
5
TwinBeech Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$84.6M 6,396,482 +384,485 +6%
Morgan Stanley
2
Morgan Stanley
New York
$59.9M 4,531,650 +198,612 +5%
BlackRock
3
BlackRock
New York
$41.6M 3,146,072 +273,753 +10%
Bank of America
4
Bank of America
North Carolina
$20.5M 1,552,004 +373,435 +32%
State Street
5
State Street
Massachusetts
$15.5M 1,171,948 -2,374 -0.2%
SG Americas Securities
6
SG Americas Securities
New York
$13.7M 1,033,607 +320,686 +45%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$13M 986,242 +45,450 +5%
Norges Bank
8
Norges Bank
Norway
$11.2M 849,099 -23,105 -3%
Goldman Sachs
9
Goldman Sachs
New York
$11M 835,431 +433,480 +108%
Coatue Management
10
Coatue Management
New York
$11M 832,421 -832,422 -50%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$9.09M 687,524 -56,413 -8%
BCM
12
Brainard Capital Management
Texas
$5.18M 391,666 +391,666 New
Charles Schwab
13
Charles Schwab
California
$4.91M 371,670 +8,504 +2%
Robeco Institutional Asset Management
14
Robeco Institutional Asset Management
Netherlands
$4.36M 330,000 – –
Northern Trust
15
Northern Trust
Illinois
$3.86M 292,091 +9,083 +3%
Barclays
16
Barclays
United Kingdom
$3.83M 289,874 +63,495 +28%
Jane Street
17
Jane Street
New York
$3.49M 263,801 +111,371 +73%
FAM
18
Fred Alger Management
New York
$3.21M 242,794 -50,860 -17%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$3.19M 241,546 +19,957 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.05M 230,392 -10,373 -4%
First Trust Advisors
21
First Trust Advisors
Illinois
$2.34M 176,938 +61,615 +53%
Swiss National Bank
22
Swiss National Bank
Switzerland
$2.34M 176,800 -4,100 -2%
CSS
23
Cubist Systematic Strategies
Connecticut
$2.12M 160,544 +48,344 +43%
LIP
24
Liontrust Investment Partners
United Kingdom
$2.05M 155,000 – –
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.64M 124,335 -26,664 -18%
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