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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.33B invested in Upbound Group in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
73
Reduced
86
Closed
27
Calls
$2.77M
Puts
$824K
Net Calls
+$1.95M
Net Calls Change
-$3.48M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$4.52M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$61.4M
4
IP
4
Interval Partners
New York
$5.74M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.8M

Top Sellers

1
IC
1
IEQ Capital
California
$42.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$182M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
SCM
4
SG Capital Management
Illinois
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
76
Martingale Asset Management
Massachusetts
$1.02M 34,623 +20,689 +148%
Amundi
77
Amundi
France
$1M 34,804 +1,980 +6%
GCP
78
GSA Capital Partners
United Kingdom
$978K 33,212 -22,548 -40%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$970K 32,951 -1,851 -5%
Stifel Financial
80
Stifel Financial
Missouri
$959K 32,550 +32,550 New
FNA
81
First National Advisers
Nebraska
$958K 32,550 +19,981 +159%
Deutsche Bank
82
Deutsche Bank
Germany
$937K 31,812 +2,666 +9%
CM
83
Capula Management
Cayman Islands
$909K 30,880 +30,880 New
COPPSERS
84
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$904K 30,688 -26,215 -46%
AIG
85
American International Group
New York
$877K 29,794 +453 +2%
Allianz Asset Management
86
Allianz Asset Management
Germany
$869K 29,518 +7,408 +34%
IMRF
87
Illinois Municipal Retirement Fund
Illinois
$863K 29,319 +29,319 New
Man Group
88
Man Group
United Kingdom
– – -6,844 Closed
JCIA
89
Jackson Creek Investment Advisors
Colorado
$851K 28,882 -20 -0.1%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$841K 28,580 -4,542 -14%
MIM
91
MetLife Investment Management
New Jersey
$841K 28,553 – –
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$824K 27,974 +15,046 +116%
Squarepoint
93
Squarepoint
New York
$819K 27,816 +27,816 New
SO
94
STRS Ohio
Ohio
$815K 27,700 +1,000 +4%
AAM
95
Advisors Asset Management
Colorado
$801K 27,205 -8,126 -23%
IA
96
Inspire Advisors
Idaho
$793K 26,941 -3,847 -12%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$778K 26,432 – –
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$764K 25,957 +3,774 +17%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$705K 23,924 -65 -0.3%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$702K 23,849 +2 +0%
2 3
4
5 6