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

Top Sellers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$826K
2
KHCM
Kettle Hill Capital Management
New York
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.59M
4
Vanguard Group
Vanguard Group
Pennsylvania
$137M
5
VIG
Vienna Insurance Group
Poland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$10.9K +$25 +1 +0.2%
Nomura Asset Management
177
Nomura Asset Management
Japan
$9.8K – – –
TWA
178
TCI Wealth Advisors
Arizona
$8.87K – – –
Barrow, Hanley, Mewhinney & Strauss
179
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.21K – – –
IA
180
IFP Advisors
Florida
$6.56K +$6.56K +200 New
S
181
SignatureFD
Georgia
$4.93K +$1.84K +75 +60%
TWM
182
Tradition Wealth Management
Minnesota
$4K +$4K +158 New
PFBT
183
Parkside Financial Bank & Trust
Missouri
$3.97K – – –
PA
184
Parallel Advisors
California
$3.24K – – –
AAS
185
Ameritas Advisory Services
Nebraska
$2.79K +$2.79K +114 New
FFA
186
Farther Finance Advisors
California
$2.21K -$1.25K -51 -36%
FHA
187
First Horizon Advisors
Tennessee
$2.03K +$2.03K +83 New
CAM
188
ClariVest Asset Management
California
$2K -$95 -4 -5%
LF
189
Lee Financial
Texas
$1.99K +$1.99K +81 New
HCP
190
Hexagon Capital Partners
Arkansas
$1.72K – – –
PMEF
191
Point72 Middle East FZE
United Arab Emirates
$1.19K +$1.19K +48 New
JWA
192
JFS Wealth Advisors
Pennsylvania
$1.08K -$25 -1 -2%
CAL
193
Capital Advisors Ltd
Ohio
$1K – – –
SC
194
Schubert & Co
Texas
$883 +$98 +4 +13%
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$858 – – –
GWS
196
Glassman Wealth Services
Virginia
$784 – – –
GI
197
Gradient Investments
Minnesota
$746 – – –
VCM
198
Versant Capital Management
Arizona
$723 -$373 -16 -34%
GRP
199
Global Retirement Partners
California
$483 +$483 +18 New
SIC
200
SJS Investment Consulting
Ohio
$344 +$25 +1 +8%
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