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Upbound Group

202 hedge funds and large institutions have $1.09B invested in Upbound Group in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+26
Holders Change %
+14.77%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
60
Increased
69
Reduced
53
Closed
32
Calls
$31.7M
Puts
$58.7M
Net Calls
-$27M
Net Calls Change
-$4.52M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
176
Advisor Group
Arizona
$67K +$10.3K +500 +18%
SIC
177
Salem Investment Counselors
North Carolina
$50K +$50K +3,500 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$45K +$45K +845 New
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$43K +$272 +13 +0.6%
Marshall Wace
180
Marshall Wace
United Kingdom
$35K -$20M -968,659 -100%
VCM
181
Versant Capital Management
Arizona
$28K -$1.22K -60 -4%
JWA
182
JFS Wealth Advisors
Pennsylvania
$27K -$10.4K -491 -28%
MOACM
183
Mutual of America Capital Management
New York
$27K +$3.74K +176 +16%
MAM
184
Meeder Asset Management
Ohio
$27K +$14.6K +703 +117%
WT
185
Whittier Trust
California
$23K
OIA
186
Optimum Investment Advisors
Illinois
$21K +$21K +1,000 New
SWA
187
Sutton Wealth Advisors
Florida
$17.8K
TRCT
188
Tower Research Capital (TRC)
New York
$16K +$16K +747 New
FGAM
189
Financial Gravity Asset Management
Texas
$9K +$9K +448 New
US Bancorp
190
US Bancorp
Minnesota
$6K
Loomis, Sayles & Company
191
Loomis, Sayles & Company
Massachusetts
$5K +$5K +243 New
CG
192
Cutler Group
California
$4K -$153K -7,674 -97%
TWA
193
TCI Wealth Advisors
Arizona
$4K
AIS
194
Accurate Investment Solutions
Pennsylvania
$4K +$4K +182 New
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$3K
ASN
196
Advisory Services Network
Georgia
$3K +$3K +150 New
PCP
197
Proficio Capital Partners
Massachusetts
$3K +$3K +163 New
PFBT
198
Parkside Financial Bank & Trust
Missouri
$2K +$875 +35 +78%
GCL
199
Glazer Capital LLC
New York
$2K +$2K +100 New
QCG
200
Quadrant Capital Group
Ohio
$1K