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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.52B invested in Upbound Group in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
71
Reduced
78
Closed
29
Calls
$5.85M
Puts
$419K
Net Calls
+$5.43M
Net Calls Change
+$26M

Top Buyers

1
IC
1
IEQ Capital
California
$112M
2
SCM
2
SG Capital Management
Illinois
$7.73M
3
BlackRock
3
BlackRock
New York
$250M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.51M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
State Street
3
State Street
Massachusetts
$66.5M
4
Norges Bank
4
Norges Bank
Norway
$10.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$695K
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$237K – – –
TCM
152
Tributary Capital Management
Nebraska
$237K +$237K +7,600 New
RWM
153
Ritholtz Wealth Management
New York
$236K +$236K +7,570 New
HSBC Holdings
154
HSBC Holdings
United Kingdom
$228K +$228K +7,320 New
X
155
Xponance
Pennsylvania
$218K +$218K +7,010 New
PWM
156
Prentice Wealth Management
New York
$217K +$217K +6,979 New
Man Group
157
Man Group
United Kingdom
$213K +$213K +6,844 New
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$201K -$81.7K -2,623 -29%
HI
159
Harbour Investments
Wisconsin
$186K +$11.1K +355 +6%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$161K -$49.2K -1,581 -23%
HCM
161
Hollencrest Capital Management
California
$156K – – –
Allspring Global Investments
162
Allspring Global Investments
North Carolina
$143K +$88K +2,828 +159%
SAM
163
Shell Asset Management
Netherlands
$143K -$842 -27 -0.6%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$143K +$560 +18 +0.4%
AIP
165
Ameritas Investment Partners
Nebraska
$142K +$17.8K +572 +14%
SOW
166
State of Wyoming
Wyoming
$134K +$134K +4,297 New
Royal Bank of Canada
167
Royal Bank of Canada
Ontario, Canada
$129K -$73.5K -2,364 -36%
Osaic Holdings
168
Osaic Holdings
Arizona
$128K -$2.58K -83 -2%
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$93.8K +$7.28K +234 +8%
Walleye Trading
170
Walleye Trading
New York
$92.1K +$92.1K +2,957 New
LWP
171
Lumature Wealth Partners
Georgia
$77.8K – – –
CWA
172
Carolina Wealth Advisors
South Carolina
$74.2K -$2.5M -80,446 -97%
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K -$2.6K -84 -5%
HFM
174
Harvest Fund Management
China
$55K +$55K +1,758 New
SPIA
175
Steward Partners Investment Advisory
New York
$51.6K -$91.4K -2,937 -64%
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7
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