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Upbound Group
UPBD

Overview Fund Activity

225 hedge funds and large institutions have $1.3B invested in Upbound Group in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-22
Holders Change %
-8.91%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
69
Closed
60
Calls
$7.42M
Puts
$14.2M
Net Calls
-$6.82M
Net Calls Change
+$13M

Top Buyers

1
IC
IEQ Capital
California
$50.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$147M
3
Millennium Management
Millennium Management
New York
$27.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17M
5
Citadel Advisors
Citadel Advisors
Florida
$15.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$8.69M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$31.1M
3
SCP
Steamboat Capital Partners
New York
$0
4
RA
Royce & Associates
New York
$919K
5
Vanguard Group
Vanguard Group
Pennsylvania
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
176
Gladius Capital Management
Illinois
$110K +$35.5K +1,403 +48%
MLICM
177
Metropolitan Life Insurance Company (MetLife)
New York
$104K -$330K -13,111 -76%
SPIA
178
Steward Partners Investment Advisory
New York
$90K +$78.4K +3,095 +673%
CAGAS
179
Capital Advisory Group Advisory Services
Minnesota
$81K +$81K +3,218 New
DFCM
180
Dark Forest Capital Management
Puerto Rico
$73K +$73K +2,901 New
US Bancorp
181
US Bancorp
Minnesota
$68K -$548 -22 -0.8%
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$16.1K +643 +41%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$52K +$4.16K +166 +9%
MCC
184
Money Concepts Capital
Florida
$36K +$36K +1,415 New
CA
185
Clearstead Advisors
Ohio
$35K – – –
TPCW
186
TD Private Client Wealth
New York
$32.5K +$32.5K +1,292 New
SWA
187
Sutton Wealth Advisors
Florida
$30.9K +$9.09K +361 +42%
WWM
188
Wolff Wiese Magana
California
$25K – – –
BWA
189
BDO Wealth Advisors
Florida
$13K +$2.6K +100 +25%
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$5.14K -199 -30%
QCG
191
Quadrant Capital Group
Ohio
$12K +$10.2K +390 +549%
AF
192
Advisornet Financial
Minnesota
$11K – – –
Nomura Asset Management
193
Nomura Asset Management
Japan
$10.1K +$10.1K +400 New
COCM
194
Charter Oak Capital Management
New Hampshire
$9K +$9K +350 New
ZB
195
Zions Bancorporation
Utah
$9K +$9K +365 New
FPS
196
Fieldpoint Private Securities
Connecticut
$8K -$24.5K -917 -75%
NFSG
197
Newbridge Financial Services Group
Florida
$8K +$51 +2 +0.6%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$8K +$2.46K +98 +44%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$7K +$1.01K +40 +17%
TWA
200
TCI Wealth Advisors
Arizona
$5K -$7.54K -297 -60%
6 7
8
9 10