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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.17B invested in Upbound Group in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
59
Reduced
83
Closed
29
Calls
$8.91M
Puts
$29.5M
Net Calls
-$20.6M
Net Calls Change
-$13.5M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$44.2M
2
EC
Engaged Capital
California
$94.6M
3
ECM
ExodusPoint Capital Management
New York
$2.28M
4
American Century Companies
American Century Companies
Missouri
$13M
5
BI
Bramshill Investments
Florida
$1.63M

Top Sellers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$826K
2
KHCM
Kettle Hill Capital Management
New York
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.59M
4
Vanguard Group
Vanguard Group
Pennsylvania
$137M
5
VIG
Vienna Insurance Group
Poland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$7.1M +$198K +8,084 +3%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$6.59M -$5.97M -243,372 -48%
Ameriprise
28
Ameriprise
Minnesota
$6.14M -$5.69K -232 -0.1%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$3.9M -$1.25M -50,815 -24%
Fisher Asset Management
30
Fisher Asset Management
Washington
$3.85M +$322K +13,118 +9%
BFA
31
Bragg Financial Advisors
North Carolina
$3.83M +$52.6K +2,148 +1%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$3.78M +$120K +4,897 +3%
Legal & General Group
33
Legal & General Group
United Kingdom
$3.64M -$33.2K -1,354 -0.9%
RIM
34
Redwood Investment Management
Arizona
$3.6M +$446K +18,177 +14%
Citadel Advisors
35
Citadel Advisors
Florida
$3.22M -$3.29M -134,300 -51%
AAM
36
Advisors Asset Management
Colorado
$3.21M -$256K -10,442 -7%
KCM
37
Kennedy Capital Management
Missouri
$3.15M -$168K -6,846 -5%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$3.06M -$2.8M -114,258 -48%
Bank of America
39
Bank of America
North Carolina
$2.85M -$2.04M -83,098 -42%
Swiss National Bank
40
Swiss National Bank
Switzerland
$2.8M -$529K -21,600 -16%
TI
41
Trexquant Investment
Connecticut
$2.62M +$811K +33,083 +45%
Barclays
42
Barclays
United Kingdom
$2.51M +$48.7K +1,985 +2%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$2.41M +$1.54M +62,987 +178%
ECM
44
ExodusPoint Capital Management
New York
$2.28M +$2.28M +93,098 New
FNBOO
45
First National Bank of Omaha
Nebraska
$2.22M +$80.1K +3,268 +4%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.16M -$74.3K -3,033 -3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.13M -$372K -15,165 -15%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$2.09M +$88.4K +3,607 +4%
CWA
49
Carolina Wealth Advisors
South Carolina
$2.03M -$2.43M -99,030 -54%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.96M -$204K -8,303 -9%
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