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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.52B invested in Upbound Group in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 29 closing their positions.

Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
71
Reduced
78
Closed
29
Calls
$5.85M
Puts
$419K
Net Calls
+$5.43M
Net Calls Change
+$26M

Top Buyers

1
IC
1
IEQ Capital
California
$112M
2
SCM
2
SG Capital Management
Illinois
$7.73M
3
BlackRock
3
BlackRock
New York
$250M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.51M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
State Street
3
State Street
Massachusetts
$66.5M
4
Norges Bank
4
Norges Bank
Norway
$10.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$695K
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$742K 23,847 -3 -0%
WAM
102
Wakefield Asset Management
Colorado
$739K 23,736 +23,736 New
WI
103
WBI Investments
New Jersey
$739K 23,739 +13,090 +123%
First Trust Advisors
104
First Trust Advisors
Illinois
$733K 23,534 -37,203 -61%
AB
105
Amalgamated Bank
New York
$725K 23,274 +395 +2%
Citadel Advisors
106
Citadel Advisors
Florida
$695K 22,325 -108,966 -83%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$691K 22,183 +1,758 +9%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$679K 21,817 -2,789 -11%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$657K 21,114 -12,064 -36%
KBC Group
110
KBC Group
Belgium
$657K 21,118 -4,140 -16%
MSAM
111
Moloney Securities Asset Management
Missouri
$629K 20,215 -5,335 -21%
MSRPS
112
Maryland State Retirement & Pension System
Maryland
$611K 19,612 -565 -3%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$536K 17,222 +935 +6%
Franklin Resources
114
Franklin Resources
California
$528K 16,969 +16,969 New
DTL
115
Dynamic Technology Lab
Singapore
$528K 16,960 +16,960 New
IAN
116
Integrated Advisors Network
Texas
$520K 16,699 -2,037 -11%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$489K 15,716 -400 -2%
CA
118
CoreCap Advisors
Michigan
$488K 15,674 +15,674 New
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$487K 15,657 -5,610 -26%
SEI Investments
120
SEI Investments
Pennsylvania
$477K 15,319 -5,000 -25%
BFM
121
Boothbay Fund Management
New York
$476K 15,306 +15,306 New
Rafferty Asset Management
122
Rafferty Asset Management
New York
$447K 14,354 -3,190 -18%
GC
123
Guggenheim Capital
Illinois
$446K 14,329 +14,329 New
MAM
124
Martingale Asset Management
Massachusetts
$434K 13,934 +13,934 New
BG
125
Bahl & Gaynor
Ohio
$433K 13,924 -7,796 -36%
3 4
5
6 7