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Upbound Group
UPBD

Overview Fund Activity

216 hedge funds and large institutions have $832M invested in Upbound Group in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
69
Reduced
85
Closed
34
Calls
$10M
Puts
$19.4M
Net Calls
-$9.34M
Net Calls Change
-$1.45M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M
2
EC
2
Engaged Capital
California
$44.9M
3
BFA
3
Bragg Financial Advisors
North Carolina
$2.63M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$7.43M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$595K
2
Goldman Sachs
2
Goldman Sachs
New York
$5.9M
3
Squarepoint
3
Squarepoint
New York
$653K
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
126
Rafferty Asset Management
New York
$287K +$93.2K +5,322 +48%
Wellington Management Group
127
Wellington Management Group
Massachusetts
$281K – – –
BAM
128
Blueshift Asset Management
New Jersey
$276K +$276K +15,736 New
ASRS
129
Arizona State Retirement System
Arizona
$267K -$30.8K -1,760 -10%
IA
130
Inspire Advisors
Idaho
$265K +$265K +15,149 New
TRCT
131
Tower Research Capital (TRC)
New York
$252K +$215K +12,317 +588%
LPL Financial
132
LPL Financial
California
$251K +$251K +14,363 New
Allianz Asset Management
133
Allianz Asset Management
Germany
$245K -$225K -12,845 -48%
VAM
134
Verity Asset Management
North Carolina
$238K +$238K +13,597 New
JPMPWA
135
J.P. Morgan Private Wealth Advisors
California
$231K +$10.7K +609 +5%
Man Group
136
Man Group
United Kingdom
$231K +$231K +13,218 New
LWAM
137
Legacy Wealth Asset Management
Minnesota
$228K -$1.72K -98 -0.7%
CA
138
CoreCap Advisors
Michigan
$217K -$11K -625 -5%
II
139
Inspire Investing
Idaho
$209K +$17.5K +1,001 +9%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$207K -$84.9K -4,825 -29%
EGM
141
Engineers Gate Manager
New York
$205K -$314K -17,958 -61%
HPM
142
Hudson Portfolio Management
New York
$205K – – –
CCM
143
Chimera Capital Management
New York
$205K +$205K +11,945 New
FNA
144
First National Advisers
Nebraska
$204K +$204K +11,658 New
KPWS
145
Kestra Private Wealth Services
Texas
$196K -$8.11K -462 -4%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$190K +$770 +44 +0.4%
SC
147
Scotia Capital
Ontario, Canada
$190K +$4.26K +243 +2%
MOACM
148
Mutual of America Capital Management
New York
$186K +$27.4K +1,561 +17%
CI
149
CX Institutional
Indiana
$182K +$71.2K +4,074 +64%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$179K -$211K -11,959 -54%
4 5
6
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