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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
1
Dimensional Fund Advisors
Texas
$44.2M
2
EC
2
Engaged Capital
California
$94.6M
3
ECM
3
ExodusPoint Capital Management
New York
$2.28M
4
American Century Companies
4
American Century Companies
Missouri
$13M
5
BI
5
Bramshill Investments
Florida
$1.63M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$826K
2
KHCM
2
Kettle Hill Capital Management
New York
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$6.59M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$137M
5
VIG
5
Vienna Insurance Group
Poland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
76
Cubist Systematic Strategies
Connecticut
$912K +$912K +37,201 New
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$860K -$87.5K -3,570 -9%
SOADOR
78
State of Alaska Department of Revenue
Alaska
$841K -$14.2K -580 -2%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$831K +$154K +6,300 +23%
PFMOSF
80
Philadelphia Financial Management of San Francisco
California
$826K -$9.6M -391,585 -92%
TC
81
TwinBeech Capital
New York
$822K +$822K +33,519 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$813K -$12.7K -517 -2%
Wells Fargo
83
Wells Fargo
California
$759K +$359K +14,634 +90%
Cerity Partners
84
Cerity Partners
New York
$757K +$757K +543 New
IA
85
Inspire Advisors
Idaho
$744K +$127K +5,178 +21%
HWAM
86
Hennion & Walsh Asset Management
New Jersey
$729K -$115K -4,681 -14%
Amundi
87
Amundi
France
$725K +$275K +11,829 +61%
SO
88
STRS Ohio
Ohio
$725K -$41.6K -1,700 -5%
Citigroup
89
Citigroup
New York
$701K -$149K -6,067 -18%
YCM
90
Yousif Capital Management
Michigan
$699K -$48K -1,960 -6%
MIM
91
MetLife Investment Management
New Jersey
$681K – – –
AIG
92
American International Group
New York
$669K +$2.97K +121 +0.4%
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$648K – – –
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$645K -$266K -10,843 -29%
MSAM
95
Moloney Securities Asset Management
Missouri
$626K -$72.9K -2,974 -10%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$624K -$5.2K -212 -0.8%
KBC Group
97
KBC Group
Belgium
$619K -$101K -4,135 -14%
KWM
98
Kingsview Wealth Management
Oregon
$604K +$359K +14,664 +147%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$603K -$5.05K -206 -0.8%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$585K +$328K +13,393 +128%
2 3
4
5 6