UPBD icon

Upbound Group
UPBD

Overview Fund Activity

206 hedge funds and large institutions have $1.08B invested in Upbound Group in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 44 closing their positions.

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
62
Reduced
84
Closed
44
Calls
$7.98M
Puts
$15M
Net Calls
-$7.04M
Net Calls Change
+$2.31M

Top Buyers

1
EC
1
Engaged Capital
California
$81.3M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$11.6M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$10.1M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$9.59M
5
KHCM
5
Kettle Hill Capital Management
New York
$6.37M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$130M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$921K +$921K +40,879 New
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$872K – – –
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$838K -$553K -24,538 -40%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$799K +$429K +19,038 +116%
SOADOR
80
State of Alaska Department of Revenue
Alaska
$787K -$43.9K -1,949 -5%
Citigroup
81
Citigroup
New York
$782K +$109K +4,825 +16%
HWAM
82
Hennion & Walsh Asset Management
New Jersey
$776K -$231K -10,254 -23%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$760K +$342K +15,165 +82%
TPSF
84
Texas Permanent School Fund
Texas
$757K -$105K -4,660 -12%
Comerica Bank
85
Comerica Bank
Texas
$731K -$278K -11,255 -28%
SO
86
STRS Ohio
Ohio
$705K -$72.1K -3,200 -9%
SSA
87
Schonfeld Strategic Advisors
New York
$701K +$40.6K +1,800 +6%
YCM
88
Yousif Capital Management
Michigan
$687K -$250K -11,105 -27%
SG Americas Securities
89
SG Americas Securities
New York
$668K +$668K +29,604 New
KBC Group
90
KBC Group
Belgium
$663K – – –
Deutsche Bank
91
Deutsche Bank
Germany
$660K +$49.4K +2,189 +8%
MSAM
92
Moloney Securities Asset Management
Missouri
$643K +$643K +28,524 New
MIM
93
MetLife Investment Management
New Jersey
$626K – – –
Two Sigma Advisers
94
Two Sigma Advisers
New York
$622K +$81.2K +3,600 +15%
AIG
95
American International Group
New York
$613K -$43.4K -1,926 -7%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$596K – – –
Russell Investments Group
97
Russell Investments Group
United Kingdom
$579K – – –
Man Group
98
Man Group
United Kingdom
$578K +$280K +12,404 +94%
IA
99
Inspire Advisors
Idaho
$568K +$226K +10,043 +66%
SCM
100
Solas Capital Management
Connecticut
$563K +$563K +24,960 New
2 3
4
5 6