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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.33B invested in Upbound Group in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
73
Reduced
86
Closed
27
Calls
$2.77M
Puts
$824K
Net Calls
+$1.95M
Net Calls Change
-$3.48M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$4.52M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$61.4M
4
IP
4
Interval Partners
New York
$5.74M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.8M

Top Sellers

1
IC
1
IEQ Capital
California
$42.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$182M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
SCM
4
SG Capital Management
Illinois
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
151
Mutual of America Capital Management
New York
$237K -$52.6K -1,787 -18%
CIM
152
Contravisory Investment Management
Massachusetts
$231K +$2.89K +98 +1%
VI
153
Vestcor Inc
New Brunswick, Canada
$225K +$225K +7,648 New
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$218K -$6.32K -215 -3%
TSS
155
Two Sigma Securities
New York
$215K -$20.8K -705 -9%
CC
156
Centiva Capital
New York
$210K -$142K -4,807 -40%
PWM
157
Prentice Wealth Management
New York
$205K -$707 -24 -0.3%
X
158
Xponance
Pennsylvania
$202K -$4.18K -142 -2%
PMEF
159
Point72 Middle East FZE
United Arab Emirates
$201K -$192K -6,523 -49%
SOW
160
State of Wyoming
Wyoming
$182K +$55.1K +1,870 +44%
AIP
161
Ameritas Investment Partners
Nebraska
$161K +$27.2K +925 +20%
TRCT
162
Tower Research Capital (TRC)
New York
$161K +$127K +4,311 +374%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$151K -$1.36K -46 -0.9%
HCM
164
Hollencrest Capital Management
California
$147K – – –
BFEC
165
Benjamin F. Edwards & Company
Missouri
$135K -$620 -21 -0.5%
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$129K -$6.27K -213 -5%
HI
167
Harbour Investments
Wisconsin
$124K -$52.2K -1,774 -30%
Osaic Holdings
168
Osaic Holdings
Arizona
$108K -$12.8K -436 -11%
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$93.5K +$4.77K +162 +5%
PP
170
Pacifica Partners
Canada
$79.4K +$79.4K +2,773 New
ACM
171
Aquatic Capital Management
Illinois
$77K +$77K +2,600 New
CA
172
Clearstead Advisors
Ohio
$76.6K +$38.3K +1,300 +100%
Point72 Asset Management
173
Point72 Asset Management
Connecticut
$74.2K +$74.2K +2,518 New
CWA
174
Carolina Wealth Advisors
South Carolina
$66.7K -$3.48K -118 -5%
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K +$1.22K +41 +2%
5 6
7
8 9