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Upbound Group
UPBD

Overview Fund Activity

219 hedge funds and large institutions have $966M invested in Upbound Group in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 30 closing their positions.

Holders
219
Holders Change
-6
Holders Change %
-2.67%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
67
Reduced
98
Closed
30
Calls
$18M
Puts
$25.9M
Net Calls
-$7.89M
Net Calls Change
-$1.07M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$153M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.7M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$11.1M
4
HCM
4
Huber Capital Management
California
$10M
5
American Century Companies
5
American Century Companies
Missouri
$3.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$161M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$10M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$115M
4
Millennium Management
4
Millennium Management
New York
$7.81M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$1.07M 54,871 +86 +0.2%
KBC Group
77
KBC Group
Belgium
$1.04M 53,289 +192 +0.4%
Comerica Bank
78
Comerica Bank
Texas
$1.03M 45,800 -5,230 -10%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$1.03M 52,876 +3,640 +7%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$968K 49,777 +39 +0.1%
COPPSERS
81
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$954K 49,062 -3,078 -6%
Barclays
82
Barclays
United Kingdom
$935K 48,074 -16,233 -25%
KCM
83
Kendall Capital Management
Maryland
$927K 47,655 +11,190 +31%
RFG
84
Range Financial Group
Oregon
$861K 44,279 +44,279 New
HWAM
85
Hennion & Walsh Asset Management
New Jersey
$852K 43,790 +8,668 +25%
YCM
86
Yousif Capital Management
Michigan
$834K 42,861 -9,840 -19%
TC
87
TwinBeech Capital
New York
$822K 42,283 +42,283 New
SOADOR
88
State of Alaska Department of Revenue
Alaska
$790K 40,666 -1,400 -3%
TPSF
89
Texas Permanent School Fund
Texas
$770K 39,590 -3,288 -8%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$765K 39,348 -936 -2%
SO
91
STRS Ohio
Ohio
$733K 37,700 +25,400 +207%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$722K 37,119 -10,483 -22%
RA
93
Royce & Associates
New York
$709K 36,466 – –
Natixis Advisors
94
Natixis Advisors
Massachusetts
$694K 35,675 +3,339 +10%
TI
95
Trexquant Investment
Connecticut
$692K 35,583 -20,162 -36%
TWC
96
TD Waterhouse Canada
Ontario, Canada
$662K 33,514 +33,513 +3,351,300%
Deutsche Bank
97
Deutsche Bank
Germany
$637K 32,743 -10,974 -25%
Citigroup
98
Citigroup
New York
$618K 31,767 -24,819 -44%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$584K 26,000 -3,400 -12%
EGM
100
Engineers Gate Manager
New York
$577K 29,681 -39,407 -57%
2 3
4
5 6