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Upbound Group
UPBD

Overview Fund Activity

225 hedge funds and large institutions have $1.3B invested in Upbound Group in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-22
Holders Change %
-8.91%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
69
Closed
60
Calls
$7.42M
Puts
$14.2M
Net Calls
-$6.82M
Net Calls Change
+$13M

Top Buyers

1
IC
IEQ Capital
California
$50.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$147M
3
Millennium Management
Millennium Management
New York
$27.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17M
5
Citadel Advisors
Citadel Advisors
Florida
$15.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$8.69M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$31.1M
3
SCP
Steamboat Capital Partners
New York
$0
4
RA
Royce & Associates
New York
$919K
5
Vanguard Group
Vanguard Group
Pennsylvania
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$286K +$111K +4,404 +63%
CA
152
CoreCap Advisors
Michigan
$271K +$9.18K +365 +4%
CAM
153
ClariVest Asset Management
California
$266K – – –
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$265K +$1.01K +40 +0.4%
Janus Henderson Group
155
Janus Henderson Group
United Kingdom
$264K +$25 +1 +0%
B
156
Bellecapital
Switzerland
$257K +$47.8K +1,902 +23%
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$239K +$239K +9,472 New
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$238K – – –
HPM
159
Hudson Portfolio Management
New York
$236K +$90.5K +3,595 +62%
Osaic Holdings
160
Osaic Holdings
Arizona
$226K -$83K -2,375 -27%
TCM
161
Tributary Capital Management
Nebraska
$217K -$12.6K -500 -5%
WAM
162
Wolverine Asset Management
Illinois
$217K – – –
BAM
163
Belpointe Asset Management
Nevada
$204K -$2.42K -96 -1%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$192K – – –
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$192K – – –
CTC
166
Central Trust Company
Missouri
$189K – – –
SAM
167
Shell Asset Management
Netherlands
$178K -$26.2K -1,039 -13%
DCM
168
Dupont Capital Management
Delaware
$173K -$15.3K -609 -8%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$166K -$9.76K -386 -6%
UBS Group
170
UBS Group
Switzerland
$159K -$883K -35,183 -85%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$144K +$50.4K +2,007 +54%
AIP
172
Ameritas Investment Partners
Nebraska
$130K – – –
PHK
173
Point72 Hong Kong
Hong Kong
$127K +$89K +3,539 +234%
TRCT
174
Tower Research Capital (TRC)
New York
$111K +$91.6K +3,643 +471%
BFEC
175
Benjamin F. Edwards & Company
Missouri
$110K +$11.1K +441 +11%
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7
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