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Upbound Group

214 hedge funds and large institutions have $1.33B invested in Upbound Group in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
73
Reduced
86
Closed
27
Calls
$2.77M
Puts
$824K
Net Calls
+$1.95M
Net Calls Change
-$3.48M
Name Holding Trade Value Shares
Change
Shares
Change %
IAM
126
Innovis Asset Management
Illinois
$409K
GCM
127
Gallacher Capital Management
Colorado
$409K +$409K +13,882 New
Wellington Management Group
128
Wellington Management Group
Massachusetts
$403K -$501 -17 -0.1%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$401K -$61.8K -2,100 -13%
ASRS
130
Arizona State Retirement System
Arizona
$399K +$6.83K +232 +2%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$390K +$200K +6,791 +105%
TI
132
Trexquant Investment
Connecticut
$387K -$2.46M -83,424 -86%
Rafferty Asset Management
133
Rafferty Asset Management
New York
$377K -$46K -1,562 -11%
ETC
134
Exchange Traded Concepts
Oklahoma
$376K -$777K -26,391 -67%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$372K
Voloridge Investment Management
136
Voloridge Investment Management
Florida
$357K -$1.48M -50,337 -81%
SAM
137
Shell Asset Management
Netherlands
$351K +$216K +7,320 +160%
EGM
138
Engineers Gate Manager
New York
$347K -$753K -25,581 -68%
CIM
139
Cambria Investment Management
California
$343K -$60.1K -2,065 -15%
TCM
140
Tributary Capital Management
Nebraska
$333K +$109K +3,700 +49%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$324K +$108K +3,671 +50%
WI
142
WBI Investments
New Jersey
$316K -$383K -13,021 -55%
II
143
Inspire Investing
Idaho
$308K +$9.04K +307 +3%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$291K +$6.27K +213 +2%
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$278K
WAM
146
Wolverine Asset Management
Illinois
$255K
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$252K +$252K +8,567 New
MFS
148
Mirabella Financial Services
United Kingdom
$250K +$250K +8,500 New
ProShare Advisors
149
ProShare Advisors
Maryland
$241K -$8.78K -298 -4%
Two Sigma Investments
150
Two Sigma Investments
New York
$239K +$239K +8,131 New