UPBD icon

Upbound Group
UPBD

Overview Fund Activity

225 hedge funds and large institutions have $1.3B invested in Upbound Group in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-22
Holders Change %
-8.91%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
69
Closed
60
Calls
$7.42M
Puts
$14.2M
Net Calls
-$6.82M
Net Calls Change
+$13M

Top Buyers

1
IC
1
IEQ Capital
California
$50.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$147M
3
Millennium Management
3
Millennium Management
New York
$27.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.69M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$31.1M
3
SCP
3
Steamboat Capital Partners
New York
$0
4
RA
4
Royce & Associates
New York
$919K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
101
MetLife Investment Management
New Jersey
$919K +$327K +12,981 +55%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$904K +$48.2K +1,912 +6%
HWAM
103
Hennion & Walsh Asset Management
New Jersey
$885K +$121K +4,799 +16%
Allianz Asset Management
104
Allianz Asset Management
Germany
$868K -$5.54M -219,703 -86%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$815K +$148K +5,864 +22%
AB
106
Amalgamated Bank
New York
$765K -$40.1K -1,592 -5%
AF
107
Amalgamated Financial
New York
$765K +$765K +30,388 New
LSERS
108
Louisiana State Employees Retirement System
Louisiana
$755K +$2.57K +100 +0.3%
ZCM
109
Zebra Capital Management
Connecticut
$723K +$723K +28,695 New
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$685K +$569K +22,600 +490%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$680K -$156K -6,185 -19%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$657K +$20.3K +805 +3%
SSA
113
Schonfeld Strategic Advisors
New York
$655K +$655K +26,000 New
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$639K -$121K -4,822 -16%
II
115
Inspire Investing
Idaho
$629K +$147K +5,840 +31%
MSRPS
116
Maryland State Retirement & Pension System
Maryland
$616K +$8.89K +353 +1%
IA
117
Icon Advisers
Colorado
$605K – – –
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$575K -$12.6K -500 -2%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$552K – – –
CCIA
120
Campbell & Co Investment Adviser
Maryland
$547K +$547K +21,700 New
American Century Companies
121
American Century Companies
Missouri
$543K -$3.23M -128,152 -86%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$536K – – –
Rafferty Asset Management
123
Rafferty Asset Management
New York
$525K +$39.7K +1,576 +8%
Two Sigma Investments
124
Two Sigma Investments
New York
$522K +$522K +20,731 New
ACM
125
AlphaCrest Capital Management
New York
$509K +$317K +12,589 +165%
3 4
5
6 7