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Upbound Group

225 hedge funds and large institutions have $1.3B invested in Upbound Group in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-22
Holders Change %
-8.91%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
69
Closed
60
Calls
$7.42M
Puts
$14.2M
Net Calls
-$6.82M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$5K
UB
202
UMB Bank
Missouri
$4K
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
MAM
204
Meeder Asset Management
Ohio
$4K +$4K +140 New
STCOSD
205
Sageworth Trust Company of South Dakota
South Dakota
$3K -$2.09K -89 -41%
CHA
206
Carmichael Hill & Associates
Maryland
$3K
AssetMark Inc
207
AssetMark Inc
California
$3K +$966 +38 +48%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$2K -$1.9K -76 -49%
ACM
209
AUA Capital Management
Pennsylvania
$2K -$1.22K -41 -38%
TFO
210
Tarbox Family Office
California
$2K
ST
211
Sageworth Trust
Pennsylvania
$2K
PFS
212
Prospera Financial Services
Texas
$2K +$2K +70 New
S
213
SignatureFD
Georgia
$1K -$1.95K -41 -66%
LC
214
Lindbrook Capital
California
$1K +$1K +57 New
Macquarie Group
215
Macquarie Group
Australia
$55
TWC
216
TD Waterhouse Canada
Ontario, Canada
$25 -$426K -17,056 -100%
SCP
217
Steamboat Capital Partners
New York
-$16.8M -349,923 Closed
BGIM
218
Brandywine Global Investment Management
Pennsylvania
-$8.25M -171,737 Closed
PCM
219
Portolan Capital Management
Massachusetts
-$4.81M -100,108 Closed
SG Americas Securities
220
SG Americas Securities
New York
-$3.33M -69,333 Closed
LG
221
Leuthold Group
Minnesota
-$2.72M -56,538 Closed
WG
222
Winton Group
United Kingdom
-$2.67M -55,474 Closed
NA
223
Navellier & Associates
Nevada
-$2.03M -42,329 Closed
HF
224
HRT Financial
New York
-$1.07M -22,225 Closed
AR
225
Advisory Research
Illinois
-$999K -20,800 Closed