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Upbound Group
UPBD

Overview Fund Activity

206 hedge funds and large institutions have $1.08B invested in Upbound Group in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 44 closing their positions.

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
62
Reduced
84
Closed
44
Calls
$7.98M
Puts
$15M
Net Calls
-$7.04M
Net Calls Change
+$2.31M

Top Buyers

1
EC
1
Engaged Capital
California
$81.3M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$11.6M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$10.1M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$9.59M
5
KHCM
5
Kettle Hill Capital Management
New York
$6.37M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$130M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.26M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$118K 5,245 -29 -0.5%
Osaic Holdings
152
Osaic Holdings
Arizona
$111K 4,923 -1,984 -29%
SAM
153
Shell Asset Management
Netherlands
$104K 4,630 -979 -17%
AIP
154
Ameritas Investment Partners
Nebraska
$102K 3,982 – –
CG
155
Cutler Group
California
$73K 3,246 +2,860 +741%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$72.7K 3,224 – –
MAM
157
Meeder Asset Management
Ohio
$67.9K 3,013 -815 -21%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$66K 2,911 -945 -25%
LWP
159
Lumature Wealth Partners
Georgia
$56.4K 2,500 +2,500 New
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$38K 1,666 -2,583 -61%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$34K 1,515 -754 -33%
Dimensional Fund Advisors
162
Dimensional Fund Advisors
Texas
$32.7K 1,451,173 +215,377 +17%
CA
163
Clearstead Advisors
Ohio
$31.6K 1,400 – –
WWM
164
Wolff Wiese Magana
California
$22.6K 1,000 – –
US Bancorp
165
US Bancorp
Minnesota
$21.9K 972 -1,503 -61%
QCG
166
Quadrant Capital Group
Ohio
$21.2K 941 +747 +385%
ASN
167
Advisory Services Network
Georgia
$19.6K 870 +870 New
SWA
168
Sutton Wealth Advisors
Florida
$19.2K 852 -486 -36%
BTI
169
Blue Trust Inc
Georgia
$17K 970 +188 +24%
MCC
170
Money Concepts Capital
Florida
$16K 711 +711 New
TPCW
171
TD Private Client Wealth
New York
$15.2K 672 – –
BWA
172
BDO Wealth Advisors
Florida
$13.5K 600 – –
AF
173
Allworth Financial
California
$12.2K 541 – –
BAM
174
Belpointe Asset Management
Nevada
$11.3K 500 +500 New
AF
175
Advisornet Financial
Minnesota
$10K 445 +13 +3%
5 6
7
8 9