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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 Market Value Shares Shares
Change 		Shares
Change %
RFG
76
Range Financial Group
Oregon
$800K 45,687 +1,408 +3%
AQR Capital Management
77
AQR Capital Management
Connecticut
$789K 45,040 +25,787 +134%
HWAM
78
Hennion & Walsh Asset Management
New Jersey
$782K 44,667 +877 +2%
Barclays
79
Barclays
United Kingdom
$778K 44,419 -3,655 -8%
Comerica Bank
80
Comerica Bank
Texas
$744K 40,855 -4,945 -11%
YCM
81
Yousif Capital Management
Michigan
$728K 41,589 -1,272 -3%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$676K 38,651 +16,250 +73%
TPSF
83
Texas Permanent School Fund
Texas
$669K 38,230 -1,360 -3%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$658K 37,564 -22,560 -38%
Squarepoint
85
Squarepoint
New York
$653K 37,284 -345,700 -90%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$645K 36,853 -3,813 -9%
RA
87
Royce & Associates
New York
$639K 36,466 – –
GCP
88
GSA Capital Partners
United Kingdom
$621K 35,465 +35,465 New
BHCM
89
Boulder Hill Capital Management
New York
$608K 34,700 +34,700 New
SO
90
STRS Ohio
Ohio
$604K 34,500 -3,200 -8%
CM
91
Caption Management
Oklahoma
$597K 34,102 -29,098 -46%
Citadel Advisors
92
Citadel Advisors
Florida
$595K 34,001 -484,919 -93%
TI
93
Trexquant Investment
Connecticut
$528K 30,170 -5,413 -15%
Citigroup
94
Citigroup
New York
$522K 29,836 -1,931 -6%
KBC Group
95
KBC Group
Belgium
$515K 29,393 -23,896 -45%
SSA
96
Schonfeld Strategic Advisors
New York
$513K 29,300 +7,156 +32%
AIG
97
American International Group
New York
$509K 29,095 +276 +1%
Loomis, Sayles & Company
98
Loomis, Sayles & Company
Massachusetts
$505K 28,821 -324,361 -92%
Wolverine Trading
99
Wolverine Trading
Illinois
$495K 22,164 +22,164 New
VOYA Investment Management
100
VOYA Investment Management
Georgia
$490K 27,983 +7,610 +37%
2 3
4
5 6