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Upbound Group

225 hedge funds and large institutions have $1.3B invested in Upbound Group in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-22
Holders Change %
-8.91%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
69
Closed
60
Calls
$7.42M
Puts
$14.2M
Net Calls
-$6.82M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
QT
251
Quantamental Technologies
New York
-$259K -5,381 Closed
IC
252
Intersect Capital
California
-$254K -5,283 Closed
HighTower Advisors
253
HighTower Advisors
Illinois
-$247K -5,192 Closed
CWM
254
Chesapeake Wealth Management
Virginia
-$228K -4,745 Closed
RWM
255
Ritholtz Wealth Management
New York
-$221K -4,593 Closed
FAIM
256
Financial Advocates Investment Management
Washington
-$762K -4,572 Closed
ETM
257
Euclidean Technologies Management
Washington
-$217K -4,509 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
258
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$216K -4,500 Closed
CIBC World Market
259
CIBC World Market
Ontario, Canada
-$214K -4,465 Closed
MPM
260
Meritage Portfolio Management
Kansas
-$211K -4,401 Closed
SPC
261
Sigma Planning Corp
Michigan
-$211K -4,384 Closed
AC
262
Avestar Capital
New York
-$209K -4,327 Closed
SW
263
SVB Wealth
Massachusetts
-$204K -4,248 Closed
FEM
264
Fulcrum Equity Management
Texas
-$200K -4,168 Closed
PCMC
265
Paragon Capital Management (Colorado)
Colorado
-$167K -3,478 Closed
VI
266
Vestcor Inc
New Brunswick, Canada
-$118K -2,452 Closed
SOW
267
State of Wyoming
Wyoming
-$69K -1,436 Closed
Lazard Asset Management
268
Lazard Asset Management
New York
-$49K -1,025 Closed
EVM
269
Eaton Vance Management
Massachusetts
-$42K -856 Closed
HF
270
Halpern Financial
Virginia
-$38.4K -800 Closed
ETC
271
Exchange Traded Concepts
Oklahoma
-$35K -729 Closed
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
-$12K -251 Closed
MCM
273
MV Capital Management
Maryland
-$10K -200 Closed
PA
274
Parallel Advisors
California
-$9K -188 Closed
SC
275
Solstein Capital
California
-$7K -136 Closed