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Upbound Group

176 hedge funds and large institutions have $809M invested in Upbound Group in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
3.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
38
Increased
60
Reduced
60
Closed
40
Calls
$42.9M
Puts
$65.4M
Net Calls
-$22.5M
Net Calls Change
+$8.05M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$33K -$16.3K -1,010 -33%
FIA
152
FNY Investment Advisers
New York
$32K +$32K +2,000 New
JWA
153
JFS Wealth Advisors
Pennsylvania
$29K -$57.3K -3,499 -66%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$27K
VCM
155
Versant Capital Management
Arizona
$23K
WT
156
Whittier Trust
California
$18K
MOACM
157
Mutual of America Capital Management
New York
$18K +$4.11K +250 +30%
Federated Hermes
158
Federated Hermes
Pennsylvania
$16K -$1.71K -104 -10%
SWA
159
Sutton Wealth Advisors
Florida
$13.8K
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$13K -$9.59M -573,804 -100%
Macquarie Group
161
Macquarie Group
Australia
$11K +$11K +700 New
MAM
162
Meeder Asset Management
Ohio
$9K +$9K +600 New
FGC
163
Financial Gravity Companies
Texas
$8K +$8K +448 New
US Bancorp
164
US Bancorp
Minnesota
$5K
CCMW
165
Cypress Capital Management (Wyoming)
Wyoming
$4K
Simplex Trading
166
Simplex Trading
Illinois
$3K -$363K -24,213 -99%
TWA
167
TCI Wealth Advisors
Arizona
$3K
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$2K
JG
169
Jefferies Group
New York
$2K +$2K +100 New
QCG
170
Quadrant Capital Group
Ohio
$1K
PFBT
171
Parkside Financial Bank & Trust
Missouri
$1K
JA
172
JOYN Advisors
Georgia
$1K +$408 +20 +69%
CAM
173
Cresset Asset Management
Illinois
$1K +$1K +70 New
CCM
174
Chicago Capital Management
Illinois
-$13.6M -947,027 Closed
Allianz Asset Management
175
Allianz Asset Management
Germany
-$11.4M -790,451 Closed