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Upbound Group

270 hedge funds and large institutions have $2.86B invested in Upbound Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 118 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-14
Holders Change %
-4.93%
% of All Funds
4.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
38
Increased
81
Reduced
118
Closed
49
Calls
$18.6M
Puts
$12.6M
Net Calls
+$6M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CGH
151
Crossmark Global Holdings
Texas
$748K -$7.87K -140 -1%
Truist Financial
152
Truist Financial
North Carolina
$738K +$159K +2,829 +27%
SGAM
153
Smith Group Asset Management
Texas
$732K -$50.8K -905 -6%
KPWS
154
Kestra Private Wealth Services
Texas
$729K -$123K -2,196 -14%
FMBTD
155
First Midwest Bank Trust Division
Illinois
$683K -$146K -2,595 -18%
LWAM
156
Legacy Wealth Asset Management
Minnesota
$671K +$120K +2,133 +22%
CI Investments Inc
157
CI Investments Inc
Ontario, Canada
$646K +$112 +2 +0%
FDS
158
Freedom Day Solutions
Texas
$641K +$641K +11,410 New
PP
159
Paloma Partners
Connecticut
$632K -$27.4K -487 -4%
CAM
160
ClariVest Asset Management
California
$593K
DCM
161
Dupont Capital Management
Delaware
$589K -$83.3K -1,482 -12%
ProShare Advisors
162
ProShare Advisors
Maryland
$563K -$491K -8,720 -47%
LPL Financial
163
LPL Financial
California
$553K -$39.1K -697 -7%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$550K +$191K +3,393 +53%
Osaic Holdings
165
Osaic Holdings
Arizona
$536K -$38.9K -694 -7%
UBS Group
166
UBS Group
Switzerland
$534K -$167K -2,961 -24%
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$531K +$28.1K +500 +6%
Skandinaviska Enskilda Banken (SEB)
168
Skandinaviska Enskilda Banken (SEB)
Sweden
$517K -$3.51M -62,400 -87%
Two Sigma Advisers
169
Two Sigma Advisers
New York
$495K -$3.03M -53,900 -86%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$492K +$1.75K +31 +0.4%
WAM
171
Wolverine Asset Management
Illinois
$486K
ETC
172
Exchange Traded Concepts
Oklahoma
$484K -$56.8K -1,011 -11%
HW
173
Hancock Whitney
Mississippi
$465K -$1.73M -30,807 -79%
BAM
174
Belpointe Asset Management
Nevada
$460K +$1.29K +23 +0.3%
SAM
175
Shell Asset Management
Netherlands
$453K -$19.7K -350 -4%