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Upbound Group
UPBD

Overview Fund Activity

219 hedge funds and large institutions have $966M invested in Upbound Group in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-6
Holders Change %
-2.67%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
67
Reduced
98
Closed
30
Calls
$18M
Puts
$25.9M
Net Calls
-$7.89M
Net Calls Change
-$1.07M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$153M
2
Goldman Sachs
Goldman Sachs
New York
$14.7M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$11.1M
4
HCM
Huber Capital Management
California
$10M
5
American Century Companies
American Century Companies
Missouri
$3.6M

Top Sellers

1
BlackRock
BlackRock
New York
$161M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$10M
3
Vanguard Group
Vanguard Group
Pennsylvania
$115M
4
Millennium Management
Millennium Management
New York
$7.81M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
201
SignatureFD
Georgia
$2K +$1.6K +83 +395%
VCM
202
Versant Capital Management
Arizona
$2K +$2K +94 New
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$8.3K -415 -89%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$1K -$6.6K -277 -87%
FPS
205
Fieldpoint Private Securities
Connecticut
$1K -$5.52K -254 -85%
STCOSD
206
Sageworth Trust Company of South Dakota
South Dakota
$1K -$2.46K -91 -71%
ACM
207
AUA Capital Management
Pennsylvania
$1K -$1.48K -40 -60%
ST
208
Sageworth Trust
Pennsylvania
$1K – – –
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$1K +$667 +38 +200%
JWA
210
JFS Wealth Advisors
Pennsylvania
$1K +$962 +50 +2,500%
PFMOSF
211
Philadelphia Financial Management of San Francisco
California
– -$8.62M -342,345 Closed
HCM
212
Hawkeye Capital Management
Florida
– -$4.03M -159,838 Closed
State of New Jersey Common Pension Fund D
213
State of New Jersey Common Pension Fund D
New Jersey
– -$1.69M -67,016 Closed
MC
214
Mount Capital
United Kingdom
– -$1.63M -64,574 Closed
NI
215
NFC Investments
Tennessee
– -$1.55M -61,598 Closed
BAM
216
Blueshift Asset Management
New Jersey
– -$1.21M -47,949 Closed
Walleye Capital
217
Walleye Capital
New York
– -$1.02M -40,604 Closed
IA
218
Icon Advisers
Colorado
– -$605K -24,000 Closed
Two Sigma Investments
219
Two Sigma Investments
New York
– -$522K -20,731 Closed
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
– -$472K -17,831 Closed
N
221
Natixis
France
– -$429K -17,022 Closed
FLC
222
Fifth Lane Capital
Texas
– -$404K -16,051 Closed
PM
223
Parametrica Management
Hong Kong
– -$371K -14,747 Closed
ProShare Advisors
224
ProShare Advisors
Maryland
– -$365K -14,470 Closed
OQS
225
Occudo Quantitative Strategies
Florida
– -$334K -13,244 Closed
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9
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