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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.17B invested in Upbound Group in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
59
Reduced
83
Closed
29
Calls
$8.91M
Puts
$29.5M
Net Calls
-$20.6M
Net Calls Change
-$13.5M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$44.2M
2
EC
Engaged Capital
California
$94.6M
3
ECM
ExodusPoint Capital Management
New York
$2.28M
4
American Century Companies
American Century Companies
Missouri
$13M
5
BI
Bramshill Investments
Florida
$1.63M

Top Sellers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$826K
2
KHCM
Kettle Hill Capital Management
New York
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.59M
4
Vanguard Group
Vanguard Group
Pennsylvania
$137M
5
VIG
Vienna Insurance Group
Poland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
126
CSS LLC
Illinois
$294K -$49K -2,000 -14%
BA
127
Bridgewater Associates
Connecticut
$293K +$293K +11,969 New
II
128
Inspire Investing
Idaho
$277K +$15.3K +623 +6%
HPM
129
Hudson Portfolio Management
New York
$276K – – –
Balyasny Asset Management
130
Balyasny Asset Management
Illinois
$269K +$269K +10,983 New
WI
131
WBI Investments
New Jersey
$261K -$179K -7,322 -41%
MOACM
132
Mutual of America Capital Management
New York
$253K -$4.51K -184 -2%
Allianz Asset Management
133
Allianz Asset Management
Germany
$252K – – –
GCP
134
GSA Capital Partners
United Kingdom
$252K +$252K +10,272 New
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$248K – – –
EGM
136
Engineers Gate Manager
New York
$243K +$243K +9,897 New
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$237K – – –
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$232K – – –
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$229K +$229K +9,327 New
Marshall Wace
140
Marshall Wace
United Kingdom
$224K +$224K +9,155 New
Koshinski Asset Management
141
Koshinski Asset Management
Illinois
$224K -$27.4K -1,118 -11%
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$222K +$222K +9,077 New
VAM
143
Verity Asset Management
North Carolina
$222K -$90.2K -3,679 -29%
WAM
144
Wolverine Asset Management
Illinois
$212K – – –
SW
145
SVB Wealth
Massachusetts
$209K +$209K +8,530 New
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$187K – – –
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$166K +$6.79K +277 +4%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$159K -$124K -5,082 -44%
ACM
149
Aquatic Capital Management
Illinois
$145K +$145K +5,900 New
HI
150
Harbour Investments
Wisconsin
$138K – – –
4 5
6
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