UPBD icon

Upbound Group
UPBD

Overview Fund Activity

219 hedge funds and large institutions have $966M invested in Upbound Group in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 30 closing their positions.

Holders
219
Holders Change
-6
Holders Change %
-2.67%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
67
Reduced
98
Closed
30
Calls
$18M
Puts
$25.9M
Net Calls
-$7.89M
Net Calls Change
-$1.07M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$153M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.7M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$11.1M
4
HCM
4
Huber Capital Management
California
$10M
5
American Century Companies
5
American Century Companies
Missouri
$3.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$161M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$10M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$115M
4
Millennium Management
4
Millennium Management
New York
$7.81M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Scotia Capital
Ontario, Canada
$206K +$206K +10,600 New
Janus Henderson Group
152
Janus Henderson Group
United Kingdom
$204K -$331 -17 -0.2%
B
153
Bellecapital
Switzerland
$196K -$3.02K -155 -2%
MOACM
154
Mutual of America Capital Management
New York
$176K -$900K -46,203 -84%
WAM
155
Wolverine Asset Management
Illinois
$168K – – –
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$148K – – –
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$148K – – –
CTC
158
Central Trust Company
Missouri
$146K – – –
SAM
159
Shell Asset Management
Netherlands
$137K +$349 +18 +0.3%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$135K +$7.94K +410 +6%
DCM
161
Dupont Capital Management
Delaware
$134K – – –
PWM
162
Prentice Wealth Management
New York
$128K +$128K +6,569 New
CI
163
CX Institutional
Indiana
$124K +$124K +6,347 New
PHK
164
Point72 Hong Kong
Hong Kong
$115K +$16.5K +847 +17%
HI
165
Harbour Investments
Wisconsin
$107K +$107K +5,524 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$93K -$19.7K -1,000 -17%
BFEC
167
Benjamin F. Edwards & Company
Missouri
$84K -$1.62K -83 -2%
AIP
168
Ameritas Investment Partners
Nebraska
$77K -$23K -1,188 -23%
SPIA
169
Steward Partners Investment Advisory
New York
$75K +$5.73K +294 +8%
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K +$21.1K +1,081 +49%
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$62.7K -$17.7K -912 -22%
US Bancorp
172
US Bancorp
Minnesota
$47K -$5.95K -307 -11%
Macquarie Group
173
Macquarie Group
Australia
$43K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$41K -$45.5K -2,322 -53%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$40K -$806 -41 -2%
5 6
7
8 9