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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.33B invested in Upbound Group in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
73
Reduced
86
Closed
27
Calls
$2.77M
Puts
$824K
Net Calls
+$1.95M
Net Calls Change
-$3.48M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$4.52M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$61.4M
4
IP
4
Interval Partners
New York
$5.74M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.8M

Top Sellers

1
IC
1
IEQ Capital
California
$42.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$182M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
SCM
4
SG Capital Management
Illinois
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
101
Two Sigma Advisers
New York
$692K 23,500 -10,100 -30%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$689K 23,400 -3,000 -11%
YCM
103
Yousif Capital Management
Michigan
$673K 22,851 -4,026 -15%
WAM
104
Wakefield Asset Management
Colorado
$670K 22,759 -977 -4%
AI
105
Atom Investors
Texas
$660K 22,426 +12,309 +122%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$650K 22,060 +243 +1%
Wells Fargo
107
Wells Fargo
California
$644K 21,852 -15,842 -42%
AB
108
Amalgamated Bank
New York
$628K 21,330 -1,944 -8%
Comerica Bank
109
Comerica Bank
Texas
$617K 20,955 -74,257 -78%
Citigroup
110
Citigroup
New York
$596K 20,222 -23,542 -54%
LPL Financial
111
LPL Financial
California
$574K 19,475 +19,475 New
KBC Group
112
KBC Group
Belgium
$555K 18,844 -2,274 -11%
Franklin Resources
113
Franklin Resources
California
$525K 17,824 +855 +5%
AA
114
ALPS Advisors
Colorado
$524K 17,784 +17,784 New
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$507K 17,222 – –
MSRPS
116
Maryland State Retirement & Pension System
Maryland
$498K 16,907 -2,705 -14%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$496K 16,830 +1,173 +7%
CA
118
CoreCap Advisors
Michigan
$487K 16,527 +853 +5%
IAN
119
Integrated Advisors Network
Texas
$470K 15,962 -737 -4%
CIC
120
Cornercap Investment Counsel
Georgia
$466K 15,824 +15,824 New
GC
121
Guggenheim Capital
Illinois
$449K 15,242 +913 +6%
PTC
122
Petrus Trust Company
Texas
$439K 14,890 +14,890 New
Boston Partners
123
Boston Partners
Massachusetts
$424K 14,398 +14,398 New
RWM
124
Ritholtz Wealth Management
New York
$424K 14,381 +6,811 +90%
VT
125
Vise Technologies
New York
$410K 13,936 +4,501 +48%
3 4
5
6 7