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Upstart Holdings
UPST

Overview Fund Activity

262 hedge funds and large institutions have $471M invested in Upstart Holdings in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 43 closing their positions.

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
77
Reduced
63
Closed
43
Calls
$239M
Puts
$306M
Net Calls
-$66.8M
Net Calls Change
-$25.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.5M
2
Coatue Management
2
Coatue Management
New York
$26.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.57M
4
FCM
4
Freshford Capital Management
New York
$3.47M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.7M
2
Norges Bank
2
Norges Bank
Norway
$9.86M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$356K
4
LIP
4
Liontrust Investment Partners
United Kingdom
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$102M 6,415,383 +18,901 +0.3%
BlackRock
2
BlackRock
New York
$51.3M 3,228,416 +82,344 +3%
Coatue Management
3
Coatue Management
New York
$26.5M 1,664,843 +832,422 +100%
Bank of America
4
Bank of America
North Carolina
$26.1M 1,641,365 +89,361 +6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$21.5M 1,354,416 +1,280,682 +1,737%
Morgan Stanley
6
Morgan Stanley
New York
$19.7M 1,238,038 -3,293,612 -73%
State Street
7
State Street
Massachusetts
$18.6M 1,167,896 -4,052 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16.4M 1,029,182 +42,940 +4%
SG Americas Securities
9
SG Americas Securities
New York
$16M 1,009,133 -24,474 -2%
Goldman Sachs
10
Goldman Sachs
New York
$13M 818,951 -16,480 -2%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$12.6M 793,140 +105,616 +15%
Norges Bank
12
Norges Bank
Norway
$9.86M 620,479 -228,620 -27%
Barclays
13
Barclays
United Kingdom
$7.75M 487,463 +197,589 +68%
BCM
14
Brainard Capital Management
Texas
$6.22M 391,666 – –
Charles Schwab
15
Charles Schwab
California
$5.94M 373,899 +2,229 +0.6%
Jane Street
16
Jane Street
New York
$5.33M 335,683 +71,882 +27%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$5.24M 330,000 – –
Northern Trust
18
Northern Trust
Illinois
$4.67M 294,141 +2,050 +0.7%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$3.77M 237,199 +119,583 +102%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$3.74M 235,436 -6,110 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.7M 233,064 +2,672 +1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.57M 224,609 +224,609 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$3.55M 222,697 +205,349 +1,184%
FCM
24
Freshford Capital Management
New York
$3.47M 218,468 +218,468 New
PAMS
25
Pictet Asset Management (Switzerland)
Switzerland
$3.11M 195,818 +101,988 +109%
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