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Upbound Group
UPBD

Overview Fund Activity

219 hedge funds and large institutions have $966M invested in Upbound Group in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 30 closing their positions.

Holders
219
Holders Change
-6
Holders Change %
-2.67%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
67
Reduced
98
Closed
30
Calls
$18M
Puts
$25.9M
Net Calls
-$7.89M
Net Calls Change
-$1.07M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$153M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.7M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$11.1M
4
HCM
4
Huber Capital Management
California
$10M
5
American Century Companies
5
American Century Companies
Missouri
$3.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$161M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$10M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$115M
4
Millennium Management
4
Millennium Management
New York
$7.81M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$6.87M 353,182 -1,453 -0.4%
Invesco
27
Invesco
Georgia
$6.57M 337,538 -86,152 -20%
Principal Financial Group
28
Principal Financial Group
Iowa
$6.56M 337,345 -108,133 -24%
Victory Capital Management
29
Victory Capital Management
Texas
$6.34M 325,792 +55,462 +21%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$5.85M 300,567 +144,638 +93%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$5.8M 298,136 -117,719 -28%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$5.52M 283,710 +3,800 +1%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$5.49M 282,200 – –
Ameriprise
34
Ameriprise
Minnesota
$5.43M 279,107 -22,914 -8%
Marshall Wace
35
Marshall Wace
United Kingdom
$5.37M 275,994 +101,949 +59%
Bank of America
36
Bank of America
North Carolina
$4.28M 220,293 -63,007 -22%
CSS
37
Cubist Systematic Strategies
Connecticut
$4.04M 207,483 +126,227 +155%
VIG
38
Vienna Insurance Group
Poland
$4.01M 206,000 +72,000 +54%
GC
39
Gratia Capital
California
$3.63M 186,774 +17,198 +10%
American Century Companies
40
American Century Companies
Missouri
$3.6M 184,860 +163,304 +758%
CWA
41
Carolina Wealth Advisors
South Carolina
$3.55M 182,503 +71,612 +65%
Legal & General Group
42
Legal & General Group
United Kingdom
$3.08M 158,243 -17,413 -10%
First Trust Advisors
43
First Trust Advisors
Illinois
$2.92M 150,046 +90,616 +152%
AAM
44
Advisors Asset Management
Colorado
$2.91M 149,525 +35,877 +32%
Swiss National Bank
45
Swiss National Bank
Switzerland
$2.88M 148,000 +7,300 +5%
HF
46
HRT Financial
New York
$2.85M 146,383 +146,383 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$2.76M 141,962 -18,680 -12%
Renaissance Technologies
48
Renaissance Technologies
New York
$2.39M 122,899 -421,600 -77%
DA
49
Duality Advisers
Florida
$2.37M 121,944 +121,944 New
JHCP
50
Jackson Hole Capital Partners
Oklahoma
$2.3M 118,423 -1,389 -1%
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