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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$574K 23,400 -400 -2%
AB
102
Amalgamated Bank
New York
$561K 22,879 -1,918 -8%
SSA
103
Schonfeld Strategic Advisors
New York
$556K 22,700 -8,400 -27%
Holocene Advisors
104
Holocene Advisors
New York
$556K 22,692 +7,641 +51%
BG
105
Bahl & Gaynor
Ohio
$532K 21,720 -58,484 -73%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$521K 21,267 – –
GCM
107
Gallacher Capital Management
Colorado
$504K 20,550 -4,392 -18%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$501K 20,425 +78 +0.4%
SEI Investments
109
SEI Investments
Pennsylvania
$498K 20,319 -24,396 -55%
MSRPS
110
Maryland State Retirement & Pension System
Maryland
$495K 20,177 -448 -2%
IP
111
Interval Partners
New York
$490K 20,000 +20,000 New
BHCM
112
Boulder Hill Capital Management
New York
$480K 19,574 +19,574 New
SG Americas Securities
113
SG Americas Securities
New York
$461K 18,818 -10,786 -36%
IAN
114
Integrated Advisors Network
Texas
$459K 18,736 +18,736 New
Squarepoint
115
Squarepoint
New York
$443K 18,081 -78,524 -81%
E
116
Ergoteles
New York
$442K 18,035 -42,291 -70%
Millennium Management
117
Millennium Management
New York
$431K 17,605 -93,086 -84%
Rafferty Asset Management
118
Rafferty Asset Management
New York
$430K 17,544 +1,682 +11%
AI
119
AdvisorShares Investments
Maryland
$416K 16,953 -2,187 -11%
Wellington Management Group
120
Wellington Management Group
Massachusetts
$409K 16,672 +581 +4%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$400K 16,287 – –
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$395K 16,116 -540 -3%
ASRS
123
Arizona State Retirement System
Arizona
$376K 15,325 -544 -3%
Verition Fund Management
124
Verition Fund Management
Connecticut
$368K 15,000 +15,000 New
FNA
125
First National Advisers
Nebraska
$310K 12,662 -174 -1%
3 4
5
6 7