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Upbound Group
UPBD

Overview Fund Activity

219 hedge funds and large institutions have $966M invested in Upbound Group in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-6
Holders Change %
-2.67%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
67
Reduced
98
Closed
30
Calls
$18M
Puts
$25.9M
Net Calls
-$7.89M
Net Calls Change
-$1.07M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$153M
2
Goldman Sachs
Goldman Sachs
New York
$14.7M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$11.1M
4
HCM
Huber Capital Management
California
$10M
5
American Century Companies
American Century Companies
Missouri
$3.6M

Top Sellers

1
BlackRock
BlackRock
New York
$161M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$10M
3
Vanguard Group
Vanguard Group
Pennsylvania
$115M
4
Millennium Management
Millennium Management
New York
$7.81M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$382K +$382K +19,632 New
AQR Capital Management
127
AQR Capital Management
Connecticut
$374K +$140K +7,222 +60%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$343K -$101K -5,178 -23%
ASRS
129
Arizona State Retirement System
Arizona
$331K +$18.2K +937 +6%
SIM
130
SummerHaven Investment Management
Connecticut
$327K – – –
HSBC Holdings
131
HSBC Holdings
United Kingdom
$322K -$47.6K -2,449 -13%
FRM
132
Fox Run Management
Connecticut
$316K +$316K +16,244 New
Wellington Management Group
133
Wellington Management Group
Massachusetts
$312K +$292 +15 +0.1%
ECM
134
ExodusPoint Capital Management
New York
$303K -$27K -1,385 -8%
SAM
135
Secure Asset Management
Michigan
$303K +$303K +15,560 New
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$300K -$1.34M -69,030 -82%
SEI Investments
137
SEI Investments
Pennsylvania
$280K – – –
Truist Financial
138
Truist Financial
North Carolina
$264K -$4.94K -254 -2%
LWAM
139
Legacy Wealth Asset Management
Minnesota
$255K +$7.2K +370 +3%
CA
140
CoreCap Advisors
Michigan
$253K +$43.2K +2,220 +21%
JPMPWA
141
J.P. Morgan Private Wealth Advisors
California
$244K -$130K -6,689 -35%
Osaic Holdings
142
Osaic Holdings
Arizona
$244K +$118K +6,064 +94%
CCIA
143
Campbell & Co Investment Adviser
Maryland
$235K -$186K -9,597 -44%
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
$235K +$235K +12,115 New
HPM
145
Hudson Portfolio Management
New York
$228K +$45.7K +2,350 +25%
KPWS
146
Kestra Private Wealth Services
Texas
$226K -$23.3K -1,199 -9%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$225K -$773K -39,716 -77%
Rafferty Asset Management
148
Rafferty Asset Management
New York
$215K -$190K -9,788 -47%
II
149
Inspire Investing
Idaho
$213K -$272K -13,998 -56%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$210K -$10.5K -540 -5%
4 5
6
7 8