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Upbound Group
UPBD

Overview Fund Activity

216 hedge funds and large institutions have $832M invested in Upbound Group in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 34 closing their positions.

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
69
Reduced
85
Closed
34
Calls
$10M
Puts
$19.4M
Net Calls
-$9.34M
Net Calls Change
-$1.45M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M
2
EC
2
Engaged Capital
California
$44.9M
3
BFA
3
Bragg Financial Advisors
North Carolina
$2.63M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$7.43M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$595K
2
Goldman Sachs
2
Goldman Sachs
New York
$5.9M
3
Squarepoint
3
Squarepoint
New York
$653K
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
B
151
Bellecapital
Switzerland
$179K +$2.72K +155 +2%
WAM
152
Wolverine Asset Management
Illinois
$151K – – –
DCM
153
Dupont Capital Management
Delaware
$150K +$29.8K +1,708 +25%
Robeco Institutional Asset Management
154
Robeco Institutional Asset Management
Netherlands
$144K +$144K +8,214 New
Group One Trading
155
Group One Trading
Illinois
$136K -$278K -15,943 -67%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$134K – – –
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$133K – – –
Osaic Holdings
158
Osaic Holdings
Arizona
$121K -$98.5K -5,624 -45%
Simplex Trading
159
Simplex Trading
Illinois
$117K +$117K +6,686 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$113K -$9.86K -560 -8%
HI
161
Harbour Investments
Wisconsin
$107K – – –
SAM
162
Shell Asset Management
Netherlands
$98K -$25.5K -1,458 -21%
SPIA
163
Steward Partners Investment Advisory
New York
$92K +$24.9K +1,425 +37%
PI
164
PEAK6 Investments
Illinois
$78K +$72K +4,132 +1,205%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$74K +$16.9K +968 +30%
AIP
166
Ameritas Investment Partners
Nebraska
$69K – – –
BFEC
167
Benjamin F. Edwards & Company
Missouri
$68K -$7.74K -439 -10%
MAM
168
Meeder Asset Management
Ohio
$67K +$59.9K +3,421 +841%
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$56.5K – – –
US Bancorp
170
US Bancorp
Minnesota
$43K +$869 +50 +2%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$40K +$4.11K +233 +11%
Macquarie Group
172
Macquarie Group
Australia
$38K -$26.3K -897 -41%
CA
173
Clearstead Advisors
Ohio
$25K – – –
SWA
174
Sutton Wealth Advisors
Florida
$23.4K -$1.35K -77 -5%
WWM
175
Wolff Wiese Magana
California
$18K – – –
5 6
7
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