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Upbound Group
UPBD

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $832M → $1.08B (+$245M)

8% more ownership

Funds ownership: 80.33% → 88.33% (+8%)

5% less funds holding

Funds holding: 216 → 206 (-10)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

47% less call options, than puts

Call options by funds: $7.98M | Put options by funds: $15M

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
3.31%
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
Engaged Capital
California
+$22.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$11M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$9.56M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$9.11M
5
KHCM
Kettle Hill Capital Management
New York
+$6.05M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.65M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.57M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$4.94M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.37M
5
Morgan Stanley
Morgan Stanley
New York
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$6.96M -$459K -21,436 -6%
KHCM
27
Kettle Hill Capital Management
New York
$6.37M +$6.05M +282,524 New
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$6.35M -$15.1K -706 -0.2%
Citadel Advisors
29
Citadel Advisors
Florida
$5.99M +$4.96M +231,590 +681%
Ameriprise
30
Ameriprise
Minnesota
$5.65M -$936K -43,667 -15%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$5.39M -$1.73M -80,820 -25%
N
32
Nuveen
North Carolina
$4.74M -$4.13M -192,734 -48%
Bank of America
33
Bank of America
North Carolina
$4.5M +$421K +19,658 +11%
CWA
34
Carolina Wealth Advisors
South Carolina
$4.1M -$60.5K -2,826 -2%
VIG
35
Vienna Insurance Group
Poland
$3.59M – – –
Renaissance Technologies
36
Renaissance Technologies
New York
$3.57M -$1.29M -60,200 -28%
BFA
37
Bragg Financial Advisors
North Carolina
$3.47M +$86.7K +4,047 +3%
Legal & General Group
38
Legal & General Group
United Kingdom
$3.38M -$117K -5,441 -4%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.37M +$55.3K +2,581 +2%
Fisher Asset Management
40
Fisher Asset Management
Washington
$3.25M +$2.06M +96,056 +200%
AAM
41
Advisors Asset Management
Colorado
$3.19M -$300K -14,005 -9%
Swiss National Bank
42
Swiss National Bank
Switzerland
$3.06M +$55.7K +2,600 +2%
KCM
43
Kennedy Capital Management
Missouri
$3.05M -$25.3K -1,181 -0.9%
RIM
44
Redwood Investment Management
Arizona
$2.9M +$2.75M +128,566 New
UBS Group
45
UBS Group
Switzerland
$2.64M +$991K +46,259 +65%
Millennium Management
46
Millennium Management
New York
$2.5M -$582K -27,167 -20%
First Trust Advisors
47
First Trust Advisors
Illinois
$2.5M -$836K -39,030 -26%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$2.31M -$163K -7,588 -7%
Barclays
49
Barclays
United Kingdom
$2.27M +$1.2M +56,045 +126%
Squarepoint
50
Squarepoint
New York
$2.18M +$1.27M +59,321 +159%
1
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UPBD Hedge Fund Activity: Q4 2022 in Review

206 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2022, worth a combined $1.08B — up 29% from $832M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UPBD and 35 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 62 added.

The largest buyer was Engaged Capital, adding an estimated $22.3M. The largest seller was Fidelity Investments, cutting an estimated $9.65M.

  • 206 institutional investors held Upbound Group (UPBD) as of Q4 2022, down from 216 in Q3 2022.
  • Funds reported $1.08B of Upbound Group stock for Q4 2022, up 29% quarter-over-quarter.
  • 35 funds opened new Upbound Group positions in Q4 2022 and 44 closed out, a net change of -9 holders.
  • The largest Upbound Group buyer in Q4 2022 was Engaged Capital, an estimated $22.3M added.
  • The largest Upbound Group seller in Q4 2022 was Fidelity Investments, an estimated $9.65M sold.

Based on aggregated 13F filings for Q4 2022.