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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.33B invested in Upbound Group in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
73
Reduced
86
Closed
27
Calls
$2.77M
Puts
$824K
Net Calls
+$1.95M
Net Calls Change
-$3.48M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$4.52M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$61.4M
4
IP
4
Interval Partners
New York
$5.74M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.8M

Top Sellers

1
IC
1
IEQ Capital
California
$42.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$182M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
SCM
4
SG Capital Management
Illinois
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
26
Interval Partners
New York
$5.74M +$4.26M +144,755 +290%
Fisher Asset Management
27
Fisher Asset Management
Washington
$5.08M +$437K +14,829 +9%
Millennium Management
28
Millennium Management
New York
$4.94M +$777K +26,384 +19%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$4.53M -$103K -3,492 -2%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$4.52M +$4.52M +153,577 New
Ameriprise
31
Ameriprise
Minnesota
$4.42M -$1.89M -64,242 -30%
Legal & General Group
32
Legal & General Group
United Kingdom
$3.83M -$343K -11,649 -8%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$3.74M -$3M -101,806 -45%
AllianceBernstein
34
AllianceBernstein
Tennessee
$3.59M +$928K +31,520 +35%
FNBOO
35
First National Bank of Omaha
Nebraska
$3.46M +$774K +26,268 +29%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$3.4M -$182K -6,164 -5%
Axa
37
Axa
France
$3.39M +$2.37M +80,500 +233%
Victory Capital Management
38
Victory Capital Management
Texas
$3.18M -$5.8M -196,826 -65%
RIM
39
Redwood Investment Management
Arizona
$3.18M -$693K -23,520 -18%
KCM
40
Kennedy Capital Management
Missouri
$3.13M -$998K -33,887 -24%
Swiss National Bank
41
Swiss National Bank
Switzerland
$3.08M +$41.2K +1,400 +1%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$2.9M +$743K +25,244 +34%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$2.9M +$7.3K +248 +0.3%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$2.42M -$81.8K -2,777 -3%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$2.25M -$63.1K -2,141 -3%
Jane Street
46
Jane Street
New York
$2.16M -$2.61M -88,540 -55%
SSA
47
Schonfeld Strategic Advisors
New York
$1.97M +$981K +33,295 +99%
UBS AM
48
UBS AM
Illinois
$1.97M -$297K -10,083 -13%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$1.86M +$1M +34,033 +117%
First Trust Advisors
50
First Trust Advisors
Illinois
$1.85M +$1.15M +39,175 +166%
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