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Upstart Holdings
UPST

Overview Fund Activity

288 hedge funds and large institutions have $1.08B invested in Upstart Holdings in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 57 closing their positions.

Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
91
Reduced
71
Closed
57
Calls
$444M
Puts
$470M
Net Calls
-$25.3M
Net Calls Change
+$37.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.7M
2
Optiver Holding
2
Optiver Holding
Netherlands
$13.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$18.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.57M
5
FAM
5
Fred Alger Management
New York
$14.5M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$45.1M
2
BlackRock
2
BlackRock
New York
$143M
3
Jane Street
3
Jane Street
New York
$6.52M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$1.64M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$196M 6,856,199 +87,832 +1%
BlackRock
2
BlackRock
New York
$143M 5,022,853 -351,909 -7%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$80.4M 2,817,075 +239,506 +9%
Morgan Stanley
4
Morgan Stanley
New York
$54.7M 1,914,933 +758,669 +66%
State Street
5
State Street
Massachusetts
$49.9M 1,748,743 +24,279 +1%
Coatue Management
6
Coatue Management
New York
$47.5M 1,664,843 – –
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$45.1M 1,385,177 -684,658 -33%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$42.9M 1,501,826 +65,249 +5%
Goldman Sachs
9
Goldman Sachs
New York
$40.8M 1,429,242 +128,221 +10%
Voloridge Investment Management
10
Voloridge Investment Management
Florida
$35.6M 1,248,863 +217,297 +21%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$28.9M 1,012,479 -8,088 -0.8%
Northern Trust
12
Northern Trust
Illinois
$20.5M 718,745 +8,091 +1%
Citadel Advisors
13
Citadel Advisors
Florida
$18.9M 661,117 +389,264 +143%
Charles Schwab
14
Charles Schwab
California
$15.9M 555,713 +21,344 +4%
FAM
15
Fred Alger Management
New York
$14.5M 508,050 +279,110 +122%
Optiver Holding
16
Optiver Holding
Netherlands
$13.4M 469,902 +421,036 +862%
Norges Bank
17
Norges Bank
Norway
$12.1M 423,904 -12,011 -3%
PFO
18
Pathstone Family Office
New Jersey
$11.3M 397,061 +4,395 +1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$10.5M 367,798 +32,740 +10%
Bank of America
20
Bank of America
North Carolina
$9.68M 339,311 +177,242 +109%
Two Sigma Investments
21
Two Sigma Investments
New York
$8.57M 300,300 +300,300 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.08M 248,090 +763 +0.3%
First Trust Advisors
23
First Trust Advisors
Illinois
$6.72M 235,308 +235,308 New
Jane Street
24
Jane Street
New York
$6.52M 228,386 -317,759 -58%
LIP
25
Liontrust Investment Partners
United Kingdom
$6.42M 225,000 +15,000 +7%
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