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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 %
BI
176
Bramshill Investments
Florida
$49.9K -$2.03M -64,960 -98%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
HCA
178
Harbor Capital Advisors
Illinois
$45.1K +$45.1K +1,448 New
CA
179
Clearstead Advisors
Ohio
$40.5K -$3.11K -100 -7%
Group One Trading
180
Group One Trading
Illinois
$38K -$23.5K -754 -38%
TRCT
181
Tower Research Capital (TRC)
New York
$35.9K -$71.9K -2,309 -67%
WWM
182
Wolff Wiese Magana
California
$31.1K – – –
Nomura Asset Management
183
Nomura Asset Management
Japan
$24.6K +$12.1K +390 +98%
SS
184
Sunbelt Securities
Texas
$22.6K +$22.6K +725 New
QCG
185
Quadrant Capital Group
Ohio
$22.2K -$6.66K -214 -23%
US Bancorp
186
US Bancorp
Minnesota
$20.5K -$9.71K -312 -32%
BWA
187
BDO Wealth Advisors
Florida
$18.7K – – –
AF
188
Allworth Financial
California
$16.8K – – –
TPCW
189
TD Private Client Wealth
New York
$15.5K – – –
Lazard Asset Management
190
Lazard Asset Management
New York
$15K +$15K +497 New
AF
191
Advisornet Financial
Minnesota
$14K +$156 +5 +1%
VCM
192
Versant Capital Management
Arizona
$12K +$11.1K +356 +1,148%
FHA
193
First Horizon Advisors
Tennessee
$11.1K +$8.47K +272 +328%
Barrow, Hanley, Mewhinney & Strauss
194
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.4K – – –
C
195
Covestor
United Kingdom
$9K +$8.75K +281 +3,513%
HCP
196
Hexagon Capital Partners
Arkansas
$7.28K +$5.11K +164 +234%
IA
197
IFP Advisors
Florida
$6.23K – – –
EWA
198
EverSource Wealth Advisors
Alabama
$5.29K +$5.29K +170 New
PFBT
199
Parkside Financial Bank & Trust
Missouri
$5.04K – – –
PA
200
Parallel Advisors
California
$4.11K – – –
6 7
8
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