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Upbound Group
UPBD

Overview Fund Activity

206 hedge funds and large institutions have $1.08B invested in Upbound Group in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 44 closing their positions.

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
62
Reduced
84
Closed
44
Calls
$7.98M
Puts
$15M
Net Calls
-$7.04M
Net Calls Change
+$2.31M

Top Buyers

1
EC
1
Engaged Capital
California
$81.3M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$11.6M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$10.1M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$9.59M
5
KHCM
5
Kettle Hill Capital Management
New York
$6.37M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$130M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$6.96M 308,835 -21,436 -6%
KHCM
27
Kettle Hill Capital Management
New York
$6.37M 282,524 +282,524 New
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$6.35M 281,728 -706 -0.2%
Citadel Advisors
29
Citadel Advisors
Florida
$5.99M 265,591 +231,590 +681%
Ameriprise
30
Ameriprise
Minnesota
$5.65M 250,570 -43,667 -15%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$5.39M 238,915 -80,820 -25%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$4.74M 210,041 -192,734 -48%
Bank of America
33
Bank of America
North Carolina
$4.5M 199,460 +19,658 +11%
CWA
34
Carolina Wealth Advisors
South Carolina
$4.1M 181,859 -2,826 -2%
VIG
35
Vienna Insurance Group
Poland
$3.59M 159,300 – –
Renaissance Technologies
36
Renaissance Technologies
New York
$3.57M 158,212 -60,200 -28%
BFA
37
Bragg Financial Advisors
North Carolina
$3.47M 154,047 +4,047 +3%
Legal & General Group
38
Legal & General Group
United Kingdom
$3.38M 149,671 -5,441 -4%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.37M 149,342 +2,581 +2%
Fisher Asset Management
40
Fisher Asset Management
Washington
$3.25M 144,023 +96,056 +200%
AAM
41
Advisors Asset Management
Colorado
$3.19M 141,384 -14,005 -9%
Swiss National Bank
42
Swiss National Bank
Switzerland
$3.06M 135,800 +2,600 +2%
KCM
43
Kennedy Capital Management
Missouri
$3.05M 135,285 -1,181 -0.9%
RIM
44
Redwood Investment Management
Arizona
$2.9M 128,566 +128,566 New
UBS Group
45
UBS Group
Switzerland
$2.64M 117,152 +46,259 +65%
Millennium Management
46
Millennium Management
New York
$2.5M 110,691 -27,167 -20%
First Trust Advisors
47
First Trust Advisors
Illinois
$2.5M 110,656 -39,030 -26%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$2.31M 102,223 -7,588 -7%
Barclays
49
Barclays
United Kingdom
$2.27M 100,464 +56,045 +126%
Squarepoint
50
Squarepoint
New York
$2.18M 96,605 +59,321 +159%
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