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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.52B invested in Upbound Group in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
71
Reduced
78
Closed
29
Calls
$5.85M
Puts
$419K
Net Calls
+$5.43M
Net Calls Change
+$26M

Top Buyers

1
IC
1
IEQ Capital
California
$112M
2
SCM
2
SG Capital Management
Illinois
$7.73M
3
BlackRock
3
BlackRock
New York
$250M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.51M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
State Street
3
State Street
Massachusetts
$66.5M
4
Norges Bank
4
Norges Bank
Norway
$10.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$695K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
SG Capital Management
Illinois
$7.73M +$7.73M +248,372 New
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$7.32M -$1.05M -33,575 -12%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$7.12M -$1.9M -61,045 -21%
Ameriprise
29
Ameriprise
Minnesota
$6.67M -$1.12M -36,019 -14%
Jane Street
30
Jane Street
New York
$5.04M +$2.61M +83,943 +108%
BFA
31
Bragg Financial Advisors
North Carolina
$4.96M +$102K +3,275 +2%
Fisher Asset Management
32
Fisher Asset Management
Washington
$4.9M +$11.5K +371 +0.2%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$4.89M +$91.4K +2,936 +2%
Legal & General Group
34
Legal & General Group
United Kingdom
$4.41M -$204K -6,555 -4%
Millennium Management
35
Millennium Management
New York
$4.4M +$3.85M +123,739 +703%
KCM
36
Kennedy Capital Management
Missouri
$4.36M +$362K +11,629 +9%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$4.08M +$1.02M +32,709 +33%
RIM
38
Redwood Investment Management
Arizona
$4M -$464K -15,248 -10%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$3.79M +$2.24M +72,042 +145%
CSS
40
Cubist Systematic Strategies
Connecticut
$3.36M +$2.2M +70,677 +190%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$3.35M +$893K +28,673 +36%
Swiss National Bank
42
Swiss National Bank
Switzerland
$3.21M -$346K -11,100 -10%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$3.06M +$3.06M +98,175 New
TI
44
Trexquant Investment
Connecticut
$3.01M -$322K -10,334 -10%
Bank of America
45
Bank of America
North Carolina
$2.86M -$767K -24,625 -21%
FNBOO
46
First National Bank of Omaha
Nebraska
$2.84M +$21.3K +684 +0.8%
AllianceBernstein
47
AllianceBernstein
Tennessee
$2.82M +$325K +10,450 +13%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.78M +$38.4K +1,234 +1%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$2.64M -$18.7K -600 -0.7%
Marshall Wace
50
Marshall Wace
United Kingdom
$2.62M +$2.34M +75,155 +821%
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