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Upbound Group

223 hedge funds and large institutions have $1.45B invested in Upbound Group in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
40
Increased
84
Reduced
71
Closed
28
Calls
$16.2M
Puts
$49.2M
Net Calls
-$33M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
201
JFS Wealth Advisors
Pennsylvania
$33K
WT
202
Whittier Trust
California
$29K
VCM
203
Versant Capital Management
Arizona
$24K
SWA
204
Sutton Wealth Advisors
Florida
$22K
US Bancorp
205
US Bancorp
Minnesota
$16K +$8.16K +314 +104%
AG
206
Advisor Group
Arizona
$15K +$1.27K +51 +9%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$12K -$82.7K -3,100 -87%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$11K -$193 -8 -2%
FGAM
209
Financial Gravity Asset Management
Texas
$8K -$3.66K -138 -31%
CAM
210
ClariVest Asset Management
California
$7K +$7K +271 New
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$6K +$958 +38 +19%
IA
212
IFP Advisors
Florida
$6K +$6K +236 New
TWA
213
TCI Wealth Advisors
Arizona
$5K
AIS
214
Accurate Investment Solutions
Pennsylvania
$5K
ASN
215
Advisory Services Network
Georgia
$4K
TFO
216
Tarbox Family Office
California
$4K
S
217
SignatureFD
Georgia
$3K +$3K +100 New
SFS
218
Sowell Financial Services
Arkansas
$3K +$3K +127 New
MAM
219
Meeder Asset Management
Ohio
$2K -$76.4K -2,217 -97%
HGWM
220
Harvest Group Wealth Management
Massachusetts
$2K
PFBT
221
Parkside Financial Bank & Trust
Missouri
$2K
AssetMark Inc
222
AssetMark Inc
California
$2K +$944 +34 +89%
QCG
223
Quadrant Capital Group
Ohio
$1K
SCM
224
SG Capital Management
Illinois
-$23.1M -867,690 Closed
CM
225
Caption Management
Oklahoma
-$8.44M -316,900 Closed