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Upbound Group
UPBD

Overview Fund Activity

216 hedge funds and large institutions have $832M invested in Upbound Group in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 34 closing their positions.

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
69
Reduced
85
Closed
34
Calls
$10M
Puts
$19.4M
Net Calls
-$9.34M
Net Calls Change
-$1.45M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M
2
EC
2
Engaged Capital
California
$44.9M
3
BFA
3
Bragg Financial Advisors
North Carolina
$2.63M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$7.43M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$595K
2
Goldman Sachs
2
Goldman Sachs
New York
$5.9M
3
Squarepoint
3
Squarepoint
New York
$653K
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$1.46M – – –
AC
52
Addison Capital
Pennsylvania
$1.42M -$1.7K -97 -0.1%
Wells Fargo
53
Wells Fargo
California
$1.27M +$93.1K +5,310 +8%
UBS Group
54
UBS Group
Switzerland
$1.24M -$64.5K -3,683 -5%
UBS AM
55
UBS AM
Illinois
$1.24M -$39.7K -2,268 -3%
Jane Street
56
Jane Street
New York
$1.23M -$826K -47,192 -40%
Canada Life
57
Canada Life
Manitoba, Canada
$1.22M +$258K +14,766 +27%
Prudential Financial
58
Prudential Financial
New Jersey
$1.22M -$30.2K -1,351 -2%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.21M -$122K -6,943 -9%
RJA
60
Raymond James & Associates
Florida
$1.13M -$47K -2,681 -4%
AG
61
Algert Global
California
$1.1M +$11.4K +651 +1%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$1.1M +$661K +37,739 +151%
Holocene Advisors
63
Holocene Advisors
New York
$1.1M +$55.7K +3,183 +5%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$1.08M +$430K +24,576 +66%
BCA
65
Boundary Creek Advisors
New York
$1.05M +$1.05M +60,000 New
ACM
66
AlphaCrest Capital Management
New York
$969K -$468K -26,743 -33%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$964K +$38.5K +2,199 +4%
CS
68
Credit Suisse
Switzerland
$950K -$37.6K -2,145 -4%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$886K +$14.1K +805 +2%
KCM
70
Kendall Capital Management
Maryland
$883K +$48.6K +2,775 +6%
QC
71
Quadrature Capital
United Kingdom
$875K +$875K +50,010 New
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$850K -$9.07K -518 -1%
TC
73
TwinBeech Capital
New York
$850K +$110K +6,278 +15%
Fisher Asset Management
74
Fisher Asset Management
Washington
$840K +$840K +47,967 New
JF
75
Jump Financial
Illinois
$826K -$150K -8,580 -15%
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