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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 %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$1.94M +$47.2K +1,925 +2%
RJA
52
Raymond James & Associates
Florida
$1.93M +$497K +20,274 +35%
Jane Street
53
Jane Street
New York
$1.91M +$334K +13,625 +21%
UBS AM
54
UBS AM
Illinois
$1.88M +$111K +4,521 +6%
BI
55
Bramshill Investments
Florida
$1.63M +$1.63M +66,557 New
AQR Capital Management
56
AQR Capital Management
Connecticut
$1.63M -$369K -15,060 -19%
CS
57
Credit Suisse
Switzerland
$1.61M +$15.2K +620 +1%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.59M -$94.2K -3,843 -6%
SAM
59
Secure Asset Management
Michigan
$1.55M -$66.9K -2,729 -4%
UBS Group
60
UBS Group
Switzerland
$1.54M -$1.33M -54,276 -46%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.54M -$2.34M -95,500 -60%
Canada Life
62
Canada Life
Manitoba, Canada
$1.53M -$42.3K -1,724 -3%
First Trust Advisors
63
First Trust Advisors
Illinois
$1.49M -$1.22M -49,919 -45%
KCM
64
Kendall Capital Management
Maryland
$1.35M +$129K +5,260 +11%
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.3M -$14K -571 -1%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$1.22M +$20.9K +851 +2%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$1.22M -$42.6K -1,740 -3%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.15M +$146K +5,969 +15%
TPSF
69
Texas Permanent School Fund
Texas
$1.1M +$274K +11,171 +33%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$1.09M -$979K -39,934 -47%
ETC
71
Exchange Traded Concepts
Oklahoma
$1.07M +$654K +26,690 +159%
KI
72
Kula Investments
Illinois
$1M +$1M +40,872 New
Prudential Financial
73
Prudential Financial
New Jersey
$972K -$34.7K -1,758 -3%
Deutsche Bank
74
Deutsche Bank
Germany
$963K +$246K +10,038 +34%
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$922K +$922K +37,627 New
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