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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 %
UBS Group
51
UBS Group
Switzerland
$2.55M +$590K +18,947 +30%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.45M -$264K -8,473 -10%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$2.28M +$1.11M +35,666 +95%
Barclays
54
Barclays
United Kingdom
$2.06M -$1.13M -36,355 -35%
SAM
55
Secure Asset Management
Michigan
$2.03M +$67.7K +2,174 +3%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$1.94M -$1.94M -62,200 -50%
UBS AM
57
UBS AM
Illinois
$1.88M – – –
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.87M -$156K -5,014 -8%
RJA
59
Raymond James & Associates
Florida
$1.85M -$602K -19,340 -25%
Canada Life
60
Canada Life
Manitoba, Canada
$1.84M -$99.7K -3,200 -5%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$1.8M +$249K +7,991 +16%
COPPSERS
62
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.77M +$120K +3,853 +7%
KCM
63
Kendall Capital Management
Maryland
$1.77M +$53.2K +1,710 +3%
GCP
64
GSA Capital Partners
United Kingdom
$1.74M +$1.42M +45,488 +443%
Renaissance Technologies
65
Renaissance Technologies
New York
$1.73M -$224K -7,200 -11%
CS
66
Credit Suisse
Switzerland
$1.65M -$401K -12,872 -20%
AQR Capital Management
67
AQR Capital Management
Connecticut
$1.57M -$492K -15,794 -24%
IP
68
Interval Partners
New York
$1.56M +$934K +30,000 +150%
IECM
69
Intrinsic Edge Capital Management
Illinois
$1.56M +$1.56M +50,000 New
HighTower Advisors
70
HighTower Advisors
Illinois
$1.47M +$11.1K +358 +0.8%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$1.44M +$56.9K +1,827 +4%
TPSF
72
Texas Permanent School Fund
Texas
$1.37M -$19.5K -627 -1%
Citigroup
73
Citigroup
New York
$1.36M +$472K +15,170 +53%
AG
74
Algert Global
California
$1.28M +$1.28M +41,030 New
Prudential Financial
75
Prudential Financial
New Jersey
$1.24M +$265K +13,399 +27%
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