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Upbound Group
UPBD

206 hedge funds and large institutions have $1.08B invested in Upbound Group in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $832M → $1.08B (+$245M)

8% more ownership

Funds ownership: 80.33% → 88.33% (+8%)

5% less funds holding

Funds holding: 216 → 206 (-10)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

47% less call options, than puts

Call options by funds: $7.98M | Put options by funds: $15M

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
62
Reduced
84
Closed
44
Calls
$7.98M
Puts
$15M
Net Calls
-$7.04M
Net Calls Change
+$2.31M

Top Buyers

1
EC
Engaged Capital
California
+$22.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$11M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$9.56M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$9.11M
5
KHCM
Kettle Hill Capital Management
New York
+$6.05M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.65M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.57M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$4.94M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.37M
5
Morgan Stanley
Morgan Stanley
New York
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
126
CoreCap Advisors
Michigan
$321K +$39.9K +1,863 +15%
CL
127
CSS LLC
Illinois
$316K +$300K +14,000 New
HSBC Holdings
128
HSBC Holdings
United Kingdom
$301K +$38.6K +1,802 +15%
FNA
129
First National Advisers
Nebraska
$289K +$25.2K +1,178 +10%
VAM
130
Verity Asset Management
North Carolina
$287K -$18.2K -849 -6%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$261K -$556K -25,970 -69%
HPM
132
Hudson Portfolio Management
New York
$254K -$10.2K -475 -4%
II
133
Inspire Investing
Idaho
$241K -$27.4K -1,279 -11%
MOACM
134
Mutual of America Capital Management
New York
$237K -$2.12K -99 -0.9%
Janus Henderson Group
135
Janus Henderson Group
United Kingdom
$236K -$224K -10,457 -50%
Allianz Asset Management
136
Allianz Asset Management
Germany
$232K -$78.7K -3,674 -26%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$231K -$13K -608 -6%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$228K – – –
KWM
139
Kingsview Wealth Management
Oregon
$225K +$214K +9,970 New
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$218K +$44.3K +2,068 +27%
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$213K +$203K +9,452 New
CAN
142
Cetera Advisor Networks
California
$211K +$201K +9,359 New
DTL
143
Dynamic Technology Lab
Singapore
$210K -$177K -8,247 -47%
WAM
144
Wolverine Asset Management
Illinois
$195K – – –
HCM
145
Hollencrest Capital Management
California
$180K +$171K +8,000 New
DCM
146
Dupont Capital Management
Delaware
$175K -$17.8K -832 -10%
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$172K – – –
Group One Trading
148
Group One Trading
Illinois
$159K -$16.1K -753 -10%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$146K +$1.48K +69 +1%
HI
150
Harbour Investments
Wisconsin
$127K +$2.14K +100 +2%
4 5
6
7 8

UPBD Hedge Fund Activity: Q4 2022 in Review

206 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2022, worth a combined $1.08B — up 29% from $832M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UPBD and 35 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 62 added.

The largest buyer was Engaged Capital, adding an estimated $22.3M. The largest seller was Fidelity Investments, cutting an estimated $9.65M.

  • 206 institutional investors held Upbound Group (UPBD) as of Q4 2022, down from 216 in Q3 2022.
  • Funds reported $1.08B of Upbound Group stock for Q4 2022, up 29% quarter-over-quarter.
  • 35 funds opened new Upbound Group positions in Q4 2022 and 44 closed out, a net change of -9 holders.
  • The largest Upbound Group buyer in Q4 2022 was Engaged Capital, an estimated $22.3M added.
  • The largest Upbound Group seller in Q4 2022 was Fidelity Investments, an estimated $9.65M sold.

Based on aggregated 13F filings for Q4 2022.