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Upbound Group
UPBD

Overview Fund Activity

216 hedge funds and large institutions have $832M invested in Upbound Group in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 34 closing their positions.

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
69
Reduced
85
Closed
34
Calls
$10M
Puts
$19.4M
Net Calls
-$9.34M
Net Calls Change
-$1.45M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M
2
EC
2
Engaged Capital
California
$44.9M
3
BFA
3
Bragg Financial Advisors
North Carolina
$2.63M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$7.43M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$595K
2
Goldman Sachs
2
Goldman Sachs
New York
$5.9M
3
Squarepoint
3
Squarepoint
New York
$653K
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$5.15M +$265K +15,130 +5%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$4.95M -$4.48M -255,873 -48%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$4.94M – – –
American Century Companies
29
American Century Companies
Missouri
$4.5M +$1.26M +72,063 +39%
BG
30
Bahl & Gaynor
Ohio
$3.99M -$2.8M -159,821 -41%
Renaissance Technologies
31
Renaissance Technologies
New York
$3.82M +$1.67M +95,513 +78%
Federated Hermes
32
Federated Hermes
Pennsylvania
$3.3M +$2.34M +133,489 +243%
CWA
33
Carolina Wealth Advisors
South Carolina
$3.23M +$38.2K +2,182 +1%
Bank of America
34
Bank of America
North Carolina
$3.15M -$709K -40,491 -18%
VIG
35
Vienna Insurance Group
Poland
$2.79M -$818K -46,700 -23%
AAM
36
Advisors Asset Management
Colorado
$2.72M +$103K +5,864 +4%
Legal & General Group
37
Legal & General Group
United Kingdom
$2.72M -$54.8K -3,131 -2%
BFA
38
Bragg Financial Advisors
North Carolina
$2.63M +$2.63M +150,000 New
First Trust Advisors
39
First Trust Advisors
Illinois
$2.62M -$6.3K -360 -0.2%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.57M +$84K +4,799 +3%
Millennium Management
41
Millennium Management
New York
$2.41M -$4.61M -263,425 -66%
KCM
42
Kennedy Capital Management
Missouri
$2.39M -$3.84M -218,989 -62%
CSS
43
Cubist Systematic Strategies
Connecticut
$2.39M -$1.25M -71,269 -34%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.33M -$259K -14,800 -10%
JHCP
45
Jackson Hole Capital Partners
Oklahoma
$1.99M -$85K -4,851 -4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.92M +$462K +26,368 +32%
CEI
47
Clark Estates Inc
New York
$1.8M – – –
FNBOO
48
First National Bank of Omaha
Nebraska
$1.73M +$368 +21 +0%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.71M -$34.5K -1,968 -2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.56M -$175 -10 -0%
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