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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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$188M
2
Marshall Wace
Marshall Wace
United Kingdom
$0
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$130M
5
Morgan Stanley
Morgan Stanley
New York
$9.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
176
Nomura Asset Management
Japan
$9.02K – – –
TWA
177
TCI Wealth Advisors
Arizona
$8.16K -$5.16K -229 -39%
Barrow, Hanley, Mewhinney & Strauss
178
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.55K – – –
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$3.97K -$90 -4 -2%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$3.65K +$203 +9 +6%
FFA
181
Farther Finance Advisors
California
$3.18K +$3.18K +141 New
PA
182
Parallel Advisors
California
$2.98K +$2.77K +123 +1,367%
S
183
SignatureFD
Georgia
$2.84K +$609 +27 +27%
WT
184
Washington Trust
Rhode Island
$2.48K +$2.48K +110 New
CAM
185
ClariVest Asset Management
California
$2K – – –
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$2K +$37 +2 +2%
HCP
187
Hexagon Capital Partners
Arkansas
$1.58K – – –
NA
188
NewEdge Advisors
Louisiana
$1.06K +$1.06K +72 New
VCM
189
Versant Capital Management
Arizona
$1.06K +$135 +6 +15%
JWA
190
JFS Wealth Advisors
Pennsylvania
$1.02K +$23 +1 +2%
CAL
191
Capital Advisors Ltd
Ohio
$1K +$1K +26 New
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$902 -$2.41K -107 -73%
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$789 – – –
GWS
194
Glassman Wealth Services
Virginia
$722 +$226 +10 +45%
SC
195
Schubert & Co
Texas
$722 +$406 +18 +129%
GI
196
Gradient Investments
Minnesota
$677 +$677 +30 New
ACM
197
AUA Capital Management
Pennsylvania
$609 – – –
FGAM
198
Financial Gravity Asset Management
Texas
$594 +$594 +23 New
AWM
199
Activest Wealth Management
Florida
$469 – – –
SIC
200
SJS Investment Consulting
Ohio
$293 +$158 +7 +117%
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