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Upbound Group
UPBD

Overview Fund Activity

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

Top Buyers

1
IC
1
IEQ Capital
California
$50.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$147M
3
Millennium Management
3
Millennium Management
New York
$27.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.69M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$31.1M
3
SCP
3
Steamboat Capital Partners
New York
$0
4
RA
4
Royce & Associates
New York
$919K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$8.69M -$18.9M -750,052 -68%
PFMOSF
27
Philadelphia Financial Management of San Francisco
California
$8.62M +$6.19M +245,902 +255%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$8.16M -$3.62M -137,319 -31%
HCM
29
Huber Capital Management
California
$8.04M -$1.11M -44,094 -12%
Ameriprise
30
Ameriprise
Minnesota
$7.61M +$323K +12,805 +4%
Squarepoint
31
Squarepoint
New York
$7.21M +$4.32M +171,502 +149%
Bank of America
32
Bank of America
North Carolina
$7.14M +$580K +23,031 +9%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$7.11M – – –
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$7.05M +$3.74M +148,335 +113%
Victory Capital Management
35
Victory Capital Management
Texas
$6.52M +$6.03M +249,861 +1,221%
RJA
36
Raymond James & Associates
Florida
$6.4M -$1.02M -40,394 -14%
BG
37
Bahl & Gaynor
Ohio
$6.37M -$1.99M -79,197 -24%
Man Group
38
Man Group
United Kingdom
$6.2M +$6.05M +240,305 +4,064%
PPA
39
Parametric Portfolio Associates
Washington
$5.21M +$1.16M +45,878 +29%
Legal & General Group
40
Legal & General Group
United Kingdom
$4.43M -$34.6K -1,373 -0.8%
Marshall Wace
41
Marshall Wace
United Kingdom
$4.38M +$2.43M +96,343 +124%
GC
42
Gratia Capital
California
$4.27M +$3.07M +121,848 +255%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.05M +$242K +9,611 +6%
HCM
44
Hawkeye Capital Management
Florida
$4.03M +$2.89M +114,775 +255%
Alyeska Investment Group
45
Alyeska Investment Group
Illinois
$3.93M -$8.58M -340,681 -69%
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.54M +$222K +8,800 +7%
VIG
47
Vienna Insurance Group
Poland
$3.38M +$3.38M +134,000 New
JHCP
48
Jackson Hole Capital Partners
Oklahoma
$3.02M +$109K +4,346 +4%
AAM
49
Advisors Asset Management
Colorado
$2.86M +$1.83M +72,528 +176%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.84M -$259K -10,300 -8%
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