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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.52B invested in Upbound Group in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
71
Reduced
78
Closed
29
Calls
$5.85M
Puts
$419K
Net Calls
+$5.43M
Net Calls Change
+$26M

Top Buyers

1
IC
IEQ Capital
California
$112M
2
SCM
SG Capital Management
Illinois
$7.73M
3
BlackRock
BlackRock
New York
$250M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$9.51M
5
Vanguard Group
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$231M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
3
State Street
State Street
Massachusetts
$66.5M
4
Norges Bank
Norges Bank
Norway
$10.5M
5
Citadel Advisors
Citadel Advisors
Florida
$695K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAM
126
Innovis Asset Management
Illinois
$433K +$433K +13,899 New
CIM
127
Cambria Investment Management
California
$432K +$432K +13,865 New
Wellington Management Group
128
Wellington Management Group
Massachusetts
$426K -$92.6K -2,974 -18%
PMEF
129
Point72 Middle East FZE
United Arab Emirates
$415K +$414K +13,297 +27,702%
ASRS
130
Arizona State Retirement System
Arizona
$414K -$62.9K -2,020 -13%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$402K +$402K +12,928 New
CCIA
132
Campbell & Co Investment Adviser
Maryland
$401K +$401K +12,890 New
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$393K +$77.8K +2,500 +25%
FNA
134
First National Advisers
Nebraska
$391K -$2.89K -93 -0.7%
CC
135
Centiva Capital
New York
$372K +$372K +11,939 New
BA
136
Bridgewater Associates
Connecticut
$368K -$4.61K -148 -1%
II
137
Inspire Investing
Idaho
$316K -$35.2K -1,131 -10%
AI
138
Atom Investors
Texas
$315K +$315K +10,117 New
MOACM
139
Mutual of America Capital Management
New York
$306K -$15.1K -485 -5%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$301K – – –
BHCM
141
Boulder Hill Capital Management
New York
$296K -$314K -10,074 -51%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$294K – – –
VT
143
Vise Technologies
New York
$294K +$294K +9,435 New
WAM
144
Wolverine Asset Management
Illinois
$269K – – –
ProShare Advisors
145
ProShare Advisors
Maryland
$264K +$264K +8,486 New
TSS
146
Two Sigma Securities
New York
$250K +$250K +8,016 New
VF
147
Virtu Financial
New York
$248K +$248K +7,978 New
GCM
148
Graham Capital Management
Connecticut
$243K +$243K +7,816 New
CIM
149
Contravisory Investment Management
Massachusetts
$241K +$241K +7,750 New
NRD
150
Nebula Research & Development
New York
$239K +$239K +7,670 New
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