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Upbound Group

214 hedge funds and large institutions have $1.33B invested in Upbound Group in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
73
Reduced
86
Closed
27
Calls
$2.77M
Puts
$824K
Net Calls
+$1.95M
Net Calls Change
-$3.48M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
176
Harvest Fund Management
China
$52K
SPIA
177
Steward Partners Investment Advisory
New York
$48.9K
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$45K +$731 +25 +2%
BI
179
Bramshill Investments
Florida
$42.5K -$3.18K -111 -7%
DekaBank Deutsche Girozentrale
180
DekaBank Deutsche Girozentrale
Germany
$32K +$32K +1,082 New
Lazard Asset Management
181
Lazard Asset Management
New York
$31K +$16.8K +585 +118%
WWM
182
Wolff Wiese Magana
California
$29.5K
Nomura Asset Management
183
Nomura Asset Management
Japan
$23.3K
QCG
184
Quadrant Capital Group
Ohio
$20.4K -$648 -22 -3%
AF
185
Allworth Financial
California
$16.3K +$324 +11 +2%
BTI
186
Blue Trust Inc
Georgia
$15K +$11.8K +370 +366%
TPCW
187
TD Private Client Wealth
New York
$14.7K
HCP
188
Hexagon Capital Partners
Arkansas
$14.3K +$7.42K +252 +108%
AF
189
Advisornet Financial
Minnesota
$13.2K -$88 -3 -0.7%
US Bancorp
190
US Bancorp
Minnesota
$12.2K -$7.27K -247 -37%
VCM
191
Versant Capital Management
Arizona
$11.4K
FHA
192
First Horizon Advisors
Tennessee
$10.5K
Barrow, Hanley, Mewhinney & Strauss
193
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.87K
QL
194
Quarry LP
New York
$7.89K +$7.89K +268 New
C
195
Covestor
United Kingdom
$7K -$811 -30 -10%
IA
196
IFP Advisors
Florida
$5.89K
EWA
197
EverSource Wealth Advisors
Alabama
$5.01K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$4.77K
PA
199
Parallel Advisors
California
$4.39K +$501 +17 +13%
S
200
SignatureFD
Georgia
$3.71K