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Upbound Group
UPBD

206 hedge funds and large institutions have $1.08B invested in Upbound Group in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $832M → $1.08B (+$245M)

8% more ownership

Funds ownership: 80.33% → 88.33% (+8%)

5% less funds holding

Funds holding: 216 → 206 (-10)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

47% less call options, than puts

Call options by funds: $7.98M | Put options by funds: $15M

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
62
Reduced
84
Closed
44
Calls
$7.98M
Puts
$15M
Net Calls
-$7.04M
Net Calls Change
+$2.31M

Top Buyers

1
EC
Engaged Capital
California
+$22.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$11M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$9.56M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$9.11M
5
KHCM
Kettle Hill Capital Management
New York
+$6.05M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.65M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.57M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$4.94M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.37M
5
Morgan Stanley
Morgan Stanley
New York
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
226
JP Morgan Private Wealth Advisors
California
– -$231K -13,175 Closed
LWAM
227
Legacy Wealth Asset Management
Minnesota
– -$228K -13,002 Closed
CCM
228
Chimera Capital Management
New York
– -$205K -11,945 Closed
EGM
229
Engineers Gate Manager
New York
– -$205K -11,723 Closed
KPWS
230
Kestra Private Wealth Services
Texas
– -$196K -11,167 Closed
SC
231
Scotia Capital
Ontario, Canada
– -$190K -10,843 Closed
CI
232
CX Institutional
Indiana
– -$182K -10,421 Closed
B
233
Bellecapital
Switzerland
– -$179K -10,217 Closed
Robeco Institutional Asset Management
234
Robeco Institutional Asset Management
Netherlands
– -$144K -8,214 Closed
Simplex Trading
235
Simplex Trading
Illinois
– -$143K -6,686 Closed
PI
236
PEAK6 Investments
Illinois
– -$78K -4,475 Closed
Macquarie Group
237
Macquarie Group
Australia
– -$38K -1,298 Closed
RTC
238
Riverview Trust Company
Washington
– -$11K -647 Closed
ACM
239
Aquatic Capital Management
Illinois
– -$7K -400 Closed
NFSG
240
Newbridge Financial Services Group
Florida
– -$6K -324 Closed
FHA
241
First Horizon Advisors
Tennessee
– -$4K -200 Closed
CHA
242
Carmichael Hill & Associates
Maryland
– -$2K -100 Closed
ST
243
Sageworth Trust
Pennsylvania
– -$1K -67 Closed
C
244
Covestor
United Kingdom
– -$1.09K -51 -86%
Walleye Trading
245
Walleye Trading
New York
– -$300 -14 Closed
SSG
246
Summit Securities Group
New York
– +$21 +1 New
SFG
247
Steward Financial Group
Texas
– +$343 +16 New
6 7 8 9
10

UPBD Hedge Fund Activity: Q4 2022 in Review

206 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2022, worth a combined $1.08B — up 29% from $832M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UPBD and 35 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 62 added.

The largest buyer was Engaged Capital, adding an estimated $22.3M. The largest seller was Fidelity Investments, cutting an estimated $9.65M.

  • 206 institutional investors held Upbound Group (UPBD) as of Q4 2022, down from 216 in Q3 2022.
  • Funds reported $1.08B of Upbound Group stock for Q4 2022, up 29% quarter-over-quarter.
  • 35 funds opened new Upbound Group positions in Q4 2022 and 44 closed out, a net change of -9 holders.
  • The largest Upbound Group buyer in Q4 2022 was Engaged Capital, an estimated $22.3M added.
  • The largest Upbound Group seller in Q4 2022 was Fidelity Investments, an estimated $9.65M sold.

Based on aggregated 13F filings for Q4 2022.