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Upbound Group

216 hedge funds and large institutions have $832M invested in Upbound Group in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
69
Reduced
85
Closed
34
Calls
$10M
Puts
$19.4M
Net Calls
-$9.34M
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
176
Blue Trust Inc
Georgia
$15K +$8.82K +460 +143%
WFA
177
Wipfli Financial Advisors
Wisconsin
$12K +$12K +696 New
TPCW
178
TD Private Client Wealth
New York
$11.8K
BWA
179
BDO Wealth Advisors
Florida
$11K
RTC
180
Riverview Trust Company
Washington
$11K +$11K +647 New
TWA
181
TCI Wealth Advisors
Arizona
$10K +$6.67K +394 +200%
AF
182
Allworth Financial
California
$9K +$8.85K +532 +5,911%
AF
183
Advisornet Financial
Minnesota
$8K
Nomura Asset Management
184
Nomura Asset Management
Japan
$7K
ACM
185
Aquatic Capital Management
Illinois
$7K +$7K +400 New
Barrow, Hanley, Mewhinney & Strauss
186
Barrow, Hanley, Mewhinney & Strauss
Texas
$6K -$591 -33 -9%
NFSG
187
Newbridge Financial Services Group
Florida
$6K +$93 +5 +2%
CG
188
Cutler Group
California
$6K +$6K +386 New
FHA
189
First Horizon Advisors
Tennessee
$4K
QCG
190
Quadrant Capital Group
Ohio
$3K -$1.22K -79 -29%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$3K -$392 -20 -12%
Allspring Global Investments
192
Allspring Global Investments
North Carolina
$3K
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$3K +$2.14K +105 +250%
S
194
SignatureFD
Georgia
$2K -$101 -5 -5%
CAM
195
ClariVest Asset Management
California
$2K
CHA
196
Carmichael Hill & Associates
Maryland
$2K
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$1.86K +$1.86K +67,471 New
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$1K -$981 -104 -50%
VCM
199
Versant Capital Management
Arizona
$1K -$1.29K -53 -56%
JWA
200
JFS Wealth Advisors
Pennsylvania
$1K -$182 -8 -15%