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Upbound Group
UPBD

Overview Fund Activity

225 hedge funds and large institutions have $1.3B invested in Upbound Group in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-22
Holders Change %
-8.91%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
69
Closed
60
Calls
$7.42M
Puts
$14.2M
Net Calls
-$6.82M
Net Calls Change
+$13M

Top Buyers

1
IC
IEQ Capital
California
$50.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$147M
3
Millennium Management
Millennium Management
New York
$27.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17M
5
Citadel Advisors
Citadel Advisors
Florida
$15.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$8.69M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$31.1M
3
SCP
Steamboat Capital Partners
New York
$0
4
RA
Royce & Associates
New York
$919K
5
Vanguard Group
Vanguard Group
Pennsylvania
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
126
Y-Intercept (HK)
Hong Kong
$486K +$486K +19,299 New
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$485K -$705K -27,970 -59%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$480K +$173K +6,873 +57%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$472K -$12.8K -482 -3%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$464K – – –
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$450K -$9.82K -390 -2%
N
132
Natixis
France
$429K +$429K +17,022 New
ECM
133
ExodusPoint Capital Management
New York
$427K +$427K +16,939 New
SIM
134
SummerHaven Investment Management
Connecticut
$424K +$18.9K +752 +5%
Group One Trading
135
Group One Trading
Illinois
$410K +$410K +16,269 New
ASRS
136
Arizona State Retirement System
Arizona
$405K -$201 -8 -0%
Wellington Management Group
137
Wellington Management Group
Massachusetts
$404K – – –
FLC
138
Fifth Lane Capital
Texas
$404K +$404K +16,051 New
PM
139
Parametrica Management
Hong Kong
$371K +$371K +14,747 New
ProShare Advisors
140
ProShare Advisors
Maryland
$365K -$46.1K -1,829 -11%
SEI Investments
141
SEI Investments
Pennsylvania
$363K +$174K +6,905 +92%
Truist Financial
142
Truist Financial
North Carolina
$348K +$67.6K +2,685 +24%
OQS
143
Occudo Quantitative Strategies
Florida
$334K +$334K +13,244 New
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$332K -$163K -6,471 -33%
FC
145
FORA Capital
Florida
$330K +$330K +12,469 New
KPWS
146
Kestra Private Wealth Services
Texas
$323K -$1.46K -58 -0.5%
LWAM
147
Legacy Wealth Asset Management
Minnesota
$321K +$16.7K +664 +6%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$311K +$20.7K +822 +7%
SO
149
STRS Ohio
Ohio
$309K – – –
AQR Capital Management
150
AQR Capital Management
Connecticut
$303K -$244K -9,671 -45%
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6
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