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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 Holding Trade Value Shares
Change 		Shares
Change %
MIM
101
MetLife Investment Management
New Jersey
$486K – – –
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$481K -$208K -11,890 -30%
Deutsche Bank
103
Deutsche Bank
Germany
$474K -$99.1K -5,660 -17%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$463K +$119K +6,800 +35%
AB
105
Amalgamated Bank
New York
$452K +$1.03K +59 +0.2%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$449K – – –
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$447K -$8.77K -500 -2%
AIM
108
Aigen Investment Management
New York
$422K +$422K +24,100 New
Two Sigma Advisers
109
Two Sigma Advisers
New York
$420K -$15.8K -900 -4%
WI
110
WBI Investments
New Jersey
$418K +$22.9K +1,311 +6%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$375K -$7K -400 -2%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$373K – – –
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$366K +$183K +10,430 +99%
Amundi
114
Amundi
France
$351K -$131K -6,554 -27%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$348K -$41.3K -2,359 -11%
SAM
116
Secure Asset Management
Michigan
$344K +$71.8K +4,102 +26%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$340K +$340K +19,394 New
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$324K +$122K +6,972 +60%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$313K -$71K -4,050 -18%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$310K +$736 +42 +0.2%
DTL
121
Dynamic Technology Lab
Singapore
$308K +$308K +17,570 New
SEI Investments
122
SEI Investments
Pennsylvania
$305K +$52.4K +2,989 +21%
Two Sigma Investments
123
Two Sigma Investments
New York
$298K +$298K +17,031 New
ETC
124
Exchange Traded Concepts
Oklahoma
$290K -$79.2K -4,528 -21%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$287K -$191K -10,938 -40%
3 4
5
6 7