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Upbound Group
UPBD

Overview Fund Activity

221 hedge funds and large institutions have $1.66B invested in Upbound Group in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
74
Reduced
88
Closed
30
Calls
$14.6M
Puts
$55.1M
Net Calls
-$40.5M
Net Calls Change
-$7.45M

Top Buyers

1
RA
Royce & Associates
New York
$33.3M
2
SCM
SG Capital Management
Illinois
$16.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
$15.4M
4
JIM
Jupiter Investment Management
United Kingdom
$14.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$17.7M

Top Sellers

1
LP
LMR Partners
United Kingdom
$0
2
Goldman Sachs
Goldman Sachs
New York
$14.2M
3
Millennium Management
Millennium Management
New York
$273K
4
BIM
Bogle Investment Management
Massachusetts
$0
5
Citadel Advisors
Citadel Advisors
Florida
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
201
Whittier Trust
California
$32K – – –
VCM
202
Versant Capital Management
Arizona
$27K – – –
SWA
203
Sutton Wealth Advisors
Florida
$24.6K – – –
AG
204
Advisor Group
Arizona
$19K +$2.4K +87 +14%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$13K – – –
AF
206
Advisornet Financial
Minnesota
$12K +$12K +432 New
CG
207
Cutler Group
California
$12K +$12K +449 New
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$9K +$2K +68 +29%
TWA
209
TCI Wealth Advisors
Arizona
$9K +$2.89K +96 +47%
CAM
210
ClariVest Asset Management
California
$8K – – –
HI
211
Human Investing
Oregon
$7K -$207K -7,006 -97%
IA
212
IFP Advisors
Florida
$7K – – –
SFS
213
Sowell Financial Services
Arkansas
$4K – – –
TFO
214
Tarbox Family Office
California
$4K – – –
S
215
SignatureFD
Georgia
$3K – – –
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2K – – –
QCG
217
Quadrant Capital Group
Ohio
$2K – – –
AssetMark Inc
218
AssetMark Inc
California
$2K +$54 +2 +3%
HGWM
219
Harvest Group Wealth Management
Massachusetts
$1K – – –
FHA
220
First Horizon Advisors
Tennessee
$1K +$1K +38 New
FP
221
Financial Perspectives
Minnesota
$577 +$577 +20 New
LP
222
LMR Partners
United Kingdom
– -$24.1M -934,743 Closed
BIM
223
Bogle Investment Management
Massachusetts
– -$9.03M -350,026 Closed
SCM
224
Signia Capital Management
Washington
– -$3.67M -142,387 Closed
OAM
225
Oxford Asset Management
United Kingdom
– -$3.47M -134,599 Closed
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