Upstart Holdings
UPST
303 hedge funds and large institutions have $1.3B invested in Upstart Holdings in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 41 closing their positions.
175% more capital invested
Capital invested by funds: $472M → $1.3B (+$824M)
98% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 41
14% more funds holding
Funds holding: 266 → 303 (+37)
7.28% more ownership
Funds ownership: 36.43% → 43.71% (+7.3%)
3% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 71
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less call options, than puts
Call options by funds: $492M | Put options by funds: $554M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$58.8M |
| 2 |
BlackRock
New York
|
+$49.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$42.5M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$23.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$34M |
| 2 |
JP Morgan Chase
New York
|
-$23.4M |
| 3 |
SG Americas Securities
New York
|
-$23.1M |
| 4 |
Barclays
London,
United Kingdom
|
-$8.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$4.25M |
UPST Hedge Fund Activity: Q2 2023 in Review
303 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Upstart Holdings (UPST) for Q2 2023, worth a combined $1.3B — up 175% from $472M a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new UPST positions and 41 closed out — a net gain of 40 holders — while 73 added to existing stakes and 71 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $58.8M. The largest seller was Bank of America, cutting an estimated $34M.
- 303 institutional investors held Upstart Holdings (UPST) as of Q2 2023, up from 266 in Q1 2023.
- Funds reported $1.3B of Upstart Holdings stock for Q2 2023, up 175% quarter-over-quarter.
- 81 funds opened new Upstart Holdings positions in Q2 2023 and 41 closed out, a net change of +40 holders.
- The largest Upstart Holdings buyer in Q2 2023 was D.E. Shaw & Co, an estimated $58.8M added.
- The largest Upstart Holdings seller in Q2 2023 was Bank of America, an estimated $34M sold.
Based on aggregated 13F filings for Q2 2023.