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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.17B invested in Upbound Group in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
59
Reduced
83
Closed
29
Calls
$8.91M
Puts
$29.5M
Net Calls
-$20.6M
Net Calls Change
-$13.5M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$44.2M
2
EC
2
Engaged Capital
California
$94.6M
3
ECM
3
ExodusPoint Capital Management
New York
$2.28M
4
American Century Companies
4
American Century Companies
Missouri
$13M
5
BI
5
Bramshill Investments
Florida
$1.63M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$826K
2
KHCM
2
Kettle Hill Capital Management
New York
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$6.59M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$137M
5
VIG
5
Vienna Insurance Group
Poland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
151
Gladius Capital Management
Illinois
$129K +$129K +5,272 New
HCM
152
Hollencrest Capital Management
California
$123K -$73.5K -3,000 -38%
SAM
153
Shell Asset Management
Netherlands
$113K -$392 -16 -0.3%
SPIA
154
Steward Partners Investment Advisory
New York
$113K -$15.9K -649 -12%
BFEC
155
Benjamin F. Edwards & Company
Missouri
$112K +$40.8K +1,665 +57%
Osaic Holdings
156
Osaic Holdings
Arizona
$103K -$17.7K -722 -15%
AIP
157
Ameritas Investment Partners
Nebraska
$97.6K – – –
TRCT
158
Tower Research Capital (TRC)
New York
$85K -$301K -12,240 -78%
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$68.1K -$10.9K -444 -14%
LWP
160
Lumature Wealth Partners
Georgia
$61.3K – – –
Group One Trading
161
Group One Trading
Illinois
$48.4K -$124K -5,058 -72%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$46K +$4.82K +195 +12%
Allspring Global Investments
163
Allspring Global Investments
North Carolina
$43.5K +$39.2K +1,598 +908%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$37K – – –
BTI
165
Blue Trust Inc
Georgia
$37K +$15.4K +688 +71%
CA
166
Clearstead Advisors
Ohio
$34.3K – – –
WWM
167
Wolff Wiese Magana
California
$24.5K – – –
US Bancorp
168
US Bancorp
Minnesota
$23.8K – – –
QCG
169
Quadrant Capital Group
Ohio
$22.7K -$319 -13 -1%
ASN
170
Advisory Services Network
Georgia
$21.3K – – –
AWM
171
Avior Wealth Management
Nebraska
$18.2K +$18.2K +743 New
BWA
172
BDO Wealth Advisors
Florida
$14.7K – – –
AF
173
Allworth Financial
California
$13.3K – – –
BAM
174
Belpointe Asset Management
Nevada
$12.3K – – –
TPCW
175
TD Private Client Wealth
New York
$12.2K -$4.27K -174 -26%
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