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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 Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$5.15M 294,237 +15,130 +5%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$4.95M 282,434 -255,873 -48%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$4.94M 282,200 – –
American Century Companies
29
American Century Companies
Missouri
$4.5M 256,923 +72,063 +39%
BG
30
Bahl & Gaynor
Ohio
$3.99M 227,995 -159,821 -41%
Renaissance Technologies
31
Renaissance Technologies
New York
$3.82M 218,412 +95,513 +78%
Federated Hermes
32
Federated Hermes
Pennsylvania
$3.3M 188,351 +133,489 +243%
CWA
33
Carolina Wealth Advisors
South Carolina
$3.23M 184,685 +2,182 +1%
Bank of America
34
Bank of America
North Carolina
$3.15M 179,802 -40,491 -18%
VIG
35
Vienna Insurance Group
Poland
$2.79M 159,300 -46,700 -23%
AAM
36
Advisors Asset Management
Colorado
$2.72M 155,389 +5,864 +4%
Legal & General Group
37
Legal & General Group
United Kingdom
$2.72M 155,112 -3,131 -2%
BFA
38
Bragg Financial Advisors
North Carolina
$2.63M 150,000 +150,000 New
First Trust Advisors
39
First Trust Advisors
Illinois
$2.62M 149,686 -360 -0.2%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.57M 146,761 +4,799 +3%
Millennium Management
41
Millennium Management
New York
$2.41M 137,858 -263,425 -66%
KCM
42
Kennedy Capital Management
Missouri
$2.39M 136,466 -218,989 -62%
CSS
43
Cubist Systematic Strategies
Connecticut
$2.39M 136,214 -71,269 -34%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.33M 133,200 -14,800 -10%
JHCP
45
Jackson Hole Capital Partners
Oklahoma
$1.99M 113,572 -4,851 -4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.92M 109,811 +26,368 +32%
CEI
47
Clark Estates Inc
New York
$1.8M 103,000 – –
FNBOO
48
First National Bank of Omaha
Nebraska
$1.73M 98,683 +21 +0%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.71M 97,661 -1,968 -2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.56M 88,828 -10 -0%
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