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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.52B invested in Upbound Group in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
71
Reduced
78
Closed
29
Calls
$5.85M
Puts
$419K
Net Calls
+$5.43M
Net Calls Change
+$26M

Top Buyers

1
IC
1
IEQ Capital
California
$112M
2
SCM
2
SG Capital Management
Illinois
$7.73M
3
BlackRock
3
BlackRock
New York
$250M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.51M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
State Street
3
State Street
Massachusetts
$66.5M
4
Norges Bank
4
Norges Bank
Norway
$10.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$695K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
226
Gallacher Capital Management
Colorado
– -$504K -20,550 Closed
SG Americas Securities
227
SG Americas Securities
New York
– -$461K -18,818 Closed
Squarepoint
228
Squarepoint
New York
– -$443K -18,081 Closed
E
229
Ergoteles
New York
– -$442K -18,035 Closed
AI
230
AdvisorShares Investments
Maryland
– -$416K -16,953 Closed
Verition Fund Management
231
Verition Fund Management
Connecticut
– -$368K -15,000 Closed
CL
232
CSS LLC
Illinois
– -$294K -12,000 Closed
HPM
233
Hudson Portfolio Management
New York
– -$276K -11,250 Closed
Balyasny Asset Management
234
Balyasny Asset Management
Illinois
– -$269K -10,983 Closed
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
– -$229K -9,327 Closed
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
– -$224K -9,135 Closed
VAM
237
Verity Asset Management
North Carolina
– -$222K -9,069 Closed
SW
238
SVB Wealth
Massachusetts
– -$209K -8,530 Closed
ACM
239
Aquatic Capital Management
Illinois
– -$145K -5,900 Closed
GCM
240
Gladius Capital Management
Illinois
– -$129K -5,272 Closed
ASN
241
Advisory Services Network
Georgia
– -$21.3K -870 Closed
AWM
242
Avior Wealth Management
Nebraska
– -$18.2K -743 Closed
Cerity Partners
243
Cerity Partners
New York
– -$757K -543 Closed
BAM
244
Belpointe Asset Management
Nevada
– -$12.3K -500 Closed
TWA
245
TCI Wealth Advisors
Arizona
– -$8.87K -362 Closed
TWM
246
Tradition Wealth Management
Minnesota
– -$4K -158 Closed
AAS
247
Ameritas Advisory Services
Nebraska
– -$2.79K -114 Closed
SC
248
Schubert & Co
Texas
– -$883 -36 Closed
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