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Upbound Group

180 hedge funds and large institutions have $738M invested in Upbound Group in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+14
Holders Change %
+8.43%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
30
Increased
48
Reduced
77
Closed
14
Calls
$18.1M
Puts
$48.6M
Net Calls
-$30.5M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NIT
151
NumerixS Investment Technologies
British Columbia, Canada
$56K -$706K -49,200 -93%
AIP
152
Ameritas Investment Partners
Nebraska
$53K
SIC
153
Salem Investment Counselors
North Carolina
$50K
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$49K -$793 -55 -2%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$44K +$8.61K +597 +24%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$43K -$48.7K -3,400 -53%
AG
157
Advisor Group
Arizona
$38K +$37.1K +2,597 +4,328%
JC
158
JBF Capital
Colorado
$28K +$28K +2,000 New
SPIA
159
Steward Partners Investment Advisory
New York
$26K -$14.4K -1,000 -36%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$26K +$3.85K +276 +17%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$24K
VCM
162
Versant Capital Management
Arizona
$20K -$1.35K -97 -6%
WT
163
Whittier Trust
California
$16K
Federated Hermes
164
Federated Hermes
Pennsylvania
$15K +$12.4K +893 +485%
SWA
165
Sutton Wealth Advisors
Florida
$12.3K
MOACM
166
Mutual of America Capital Management
New York
$12K +$9.22K +650 +332%
PH
167
Pinnacle Holdings
Oklahoma
$8.27K -$779K -54,190 -99%
US Bancorp
168
US Bancorp
Minnesota
$4K
CCMW
169
Cypress Capital Management (Wyoming)
Wyoming
$4K +$4K +250 New
S
170
SignatureFD
Georgia
$4K +$4K +300 New
FGAM
171
Financial Gravity Asset Management
Texas
$3K -$242 -16 -7%
TWA
172
TCI Wealth Advisors
Arizona
$3K
WA
173
WealthTrust-Arizona
Arizona
$3K
TSW
174
Thompson Siegel & Walmsley
Virginia
$2K -$1.22M -71,700 -100%
WAM
175
Wealthspire Advisors (Maryland)
Maryland
$2K +$1.86K +142 +1,291%