UPBD logo

$UPBD

Institutional Holdings

40

Top Institutions

Top Institutions

1

Josef Lakonishok - Lsv Asset Management

2,313,279 shares

0.09%

% of Portfolio

2

Dmitry Balyasny - Balyasny Asset Management

596,702 shares

0.01%

% of Portfolio

3

Steve Cohen - Point72 Asset Management

173,582 shares

NaN%

% of Portfolio

4

Wellington Management

1,256,080 shares

NaN%

% of Portfolio

5

Charles Schwab

1,268,008 shares

NaN%

% of Portfolio

6

David Solomon - Goldman Sachs

1,376,972 shares

NaN%

% of Portfolio

7

David E. Shaw - D.E. Shaw & Co.

182,689 shares

NaN%

% of Portfolio

8

Larry Fink - BlackRock

8,208,065 shares

NaN%

% of Portfolio

9

Israel Englander - Millennium Management

179,399 shares

NaN%

% of Portfolio

10

Cliff Asness - AQR Capital Management

287,314 shares

NaN%

% of Portfolio

11

Ken Griffin - Citadel Advisors

155,885 shares

NaN%

% of Portfolio

12

Renaissance Technologies

63,900 shares

NaN%

% of Portfolio

13

Geode Capital Management

1,354,984 shares

NaN%

% of Portfolio

14

Invesco

531,825 shares

NaN%

% of Portfolio

15

Northern Trust Corp

602,160 shares

NaN%

% of Portfolio

16

State Street Corp

2,296,489 shares

NaN%

% of Portfolio

17

BNP Paribas

81,455 shares

NaN%

% of Portfolio

18

Morgan Stanley

783,721 shares

NaN%

% of Portfolio

19

Nuveen

148,218 shares

NaN%

% of Portfolio

20

UBS Group

220,238 shares

NaN%

% of Portfolio

21

Legal & General

126,813 shares

NaN%

% of Portfolio

22

AllianceBernstein (AB)

72,428 shares

NaN%

% of Portfolio

23

Janus Henderson Group

23,555 shares

NaN%

% of Portfolio

24

Two Sigma Investments

13,500 shares

NaN%

% of Portfolio

25

T. Rowe Price

72,561 shares

NaN%

% of Portfolio

26

Franklin Resources

29,344 shares

NaN%

% of Portfolio

27

PNC Financial Services

3,685 shares

NaN%

% of Portfolio

28

Canada Pension Plan Investment Board

0 shares

0.00%

% of Portfolio

29

Jane Street Group

0 shares

0.00%

% of Portfolio

30

SG Americas Securities

0 shares

0.00%

% of Portfolio

31

Voya Investment Mgmt

0 shares

0.00%

% of Portfolio

32

Lazard Asset Management

0 shares

0.00%

% of Portfolio

33

Hotchkis & Wiley

737,660 shares

0.04%

% of Portfolio

34

Segall Bryant & Hamill, LLC

86,365 shares

0.03%

% of Portfolio

35

PSP Investments

186,415 shares

0.01%

% of Portfolio

36

Jefferies Group

12,211 shares

NaN%

% of Portfolio

37

New York State Teachers Retirement System

68,884 shares

NaN%

% of Portfolio

38

Verition Fund Management LLC

0 shares

0.00%

% of Portfolio

39

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

40

Bill Miller - Miller Value Partners

120,000 shares

0.57%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

34%

LARGE

28%

MEDIUM

22%

SMALL

16%

Geographic Distribution

North America
64%
Europe
28%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

59

Sellers

23

Holders

67

New

19

Exited

6

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

23

Purchase Value

$14.1M

Role Distribution

CEO
29%
CFO
17%
Director
33%
VP
16%
Other
5%
Unlock Pro to view full data

RatingPRO

89

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
74
Recent Activity
88
Concentration
72
Momentum
91
Stability
77

Recent Actions

New

14

Increased

33

Decreased

20

Exited

4

Total

55

Unlock Pro to view full data