We are live on ! Find out more
UPBD icon

Upbound Group
UPBD

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $832M → $1.08B (+$245M)

8% more ownership

Funds ownership: 80.33% → 88.33% (+8%)

5% less funds holding

Funds holding: 216 → 206 (-10)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

47% less call options, than puts

Call options by funds: $7.98M | Put options by funds: $15M

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
3.31%
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
Engaged Capital
California
+$22.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$11M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$9.56M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$9.11M
5
KHCM
Kettle Hill Capital Management
New York
+$6.05M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.65M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.57M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$4.94M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.37M
5
Morgan Stanley
Morgan Stanley
New York
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
101
Gallacher Capital Management
Colorado
$562K +$534K +24,942 New
VOYA Investment Management
102
VOYA Investment Management
Georgia
$560K -$67.9K -3,171 -11%
AB
103
Amalgamated Bank
New York
$559K -$21.9K -1,024 -4%
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$537K -$36.4K -1,700 -7%
YIH
105
Y-Intercept (HK)
Hong Kong
$494K +$469K +21,899 New
JF
106
Jump Financial
Illinois
$493K -$544K -25,376 -54%
Amundi
107
Amundi
France
$490K +$39.7K +1,854 +11%
DA
108
Duality Advisers
Florida
$487K +$463K +21,607 New
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$480K -$429 -20 -0.1%
MSRPS
110
Maryland State Retirement & Pension System
Maryland
$465K +$442K +20,625 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$459K -$23.5K -1,095 -5%
Two Sigma Investments
112
Two Sigma Investments
New York
$443K +$55.7K +2,600 +15%
AI
113
AdvisorShares Investments
Maryland
$432K +$410K +19,140 New
WI
114
WBI Investments
New Jersey
$405K -$128K -5,958 -25%
QC
115
Quadrature Capital
United Kingdom
$405K -$687K -32,047 -64%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$404K -$42K -1,961 -10%
ETC
117
Exchange Traded Concepts
Oklahoma
$379K +$4.74K +221 +1%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$376K -$22.3K -1,042 -6%
Wells Fargo
119
Wells Fargo
California
$369K -$1.2M -55,840 -77%
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$368K -$66.6K -3,107 -16%
Wellington Management Group
121
Wellington Management Group
Massachusetts
$363K +$814 +38 +0.2%
ASRS
122
Arizona State Retirement System
Arizona
$358K +$12.9K +601 +4%
Rafferty Asset Management
123
Rafferty Asset Management
New York
$358K -$11.2K -525 -3%
TRCT
124
Tower Research Capital (TRC)
New York
$354K +$27.6K +1,290 +9%
Holocene Advisors
125
Holocene Advisors
New York
$339K -$1.02M -47,534 -76%
3 4
5
6 7

UPBD Hedge Fund Activity: Q4 2022 in Review

206 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2022, worth a combined $1.08B — up 29% from $832M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UPBD and 35 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 62 added.

The largest buyer was Engaged Capital, adding an estimated $22.3M. The largest seller was Fidelity Investments, cutting an estimated $9.65M.

  • 206 institutional investors held Upbound Group (UPBD) as of Q4 2022, down from 216 in Q3 2022.
  • Funds reported $1.08B of Upbound Group stock for Q4 2022, up 29% quarter-over-quarter.
  • 35 funds opened new Upbound Group positions in Q4 2022 and 44 closed out, a net change of -9 holders.
  • The largest Upbound Group buyer in Q4 2022 was Engaged Capital, an estimated $22.3M added.
  • The largest Upbound Group seller in Q4 2022 was Fidelity Investments, an estimated $9.65M sold.

Based on aggregated 13F filings for Q4 2022.