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Upbound Group
UPBD

Overview Fund Activity

216 hedge funds and large institutions have $832M invested in Upbound Group in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
69
Reduced
85
Closed
34
Calls
$10M
Puts
$19.4M
Net Calls
-$9.34M
Net Calls Change
-$1.45M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$154M
2
EC
Engaged Capital
California
$44.9M
3
BFA
Bragg Financial Advisors
North Carolina
$2.63M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$7.43M
5
Federated Hermes
Federated Hermes
Pennsylvania
$3.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$595K
2
Goldman Sachs
Goldman Sachs
New York
$5.9M
3
Squarepoint
Squarepoint
New York
$653K
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
201
Sageworth Trust
Pennsylvania
$1K – – –
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +35 New
C
203
Covestor
United Kingdom
$1K +$695 +41 +228%
HCP
204
Hexagon Capital Partners
Arkansas
$1K +$1K +70 New
Alyeska Investment Group
205
Alyeska Investment Group
Illinois
– -$5.85M -300,567 Closed
GC
206
Gratia Capital
California
– -$3.63M -186,774 Closed
HF
207
HRT Financial
New York
– -$2.85M -146,383 Closed
DA
208
Duality Advisers
Florida
– -$2.37M -121,944 Closed
California Public Employees Retirement System
209
California Public Employees Retirement System
California
– -$1.96M -100,627 Closed
EH
210
EMG Holdings
Connecticut
– -$1.63M -83,982 Closed
E
211
Ergoteles
New York
– -$1.11M -57,288 Closed
Natixis Advisors
212
Natixis Advisors
Massachusetts
– -$694K -35,675 Closed
TWC
213
TD Waterhouse Canada
Ontario, Canada
– -$662K -33,514 Closed
ZCM
214
Zebra Capital Management
Connecticut
– -$542K -27,878 Closed
VF
215
Virtu Financial
New York
– -$436K -22,404 Closed
MSRPS
216
Maryland State Retirement & Pension System
Maryland
– -$424K -21,809 Closed
YIH
217
Y-Intercept (HK)
Hong Kong
– -$423K -21,755 Closed
SIM
218
SummerHaven Investment Management
Connecticut
– -$327K -16,832 Closed
FRM
219
Fox Run Management
Connecticut
– -$316K -16,244 Closed
ECM
220
ExodusPoint Capital Management
New York
– -$303K -15,554 Closed
Tudor Investment Corp
221
Tudor Investment Corp
Connecticut
– -$300K -15,423 Closed
Truist Financial
222
Truist Financial
North Carolina
– -$264K -13,567 Closed
Balyasny Asset Management
223
Balyasny Asset Management
Illinois
– -$235K -12,115 Closed
CCIA
224
Campbell & Co Investment Adviser
Maryland
– -$235K -12,103 Closed
CTC
225
Central Trust Company
Missouri
– -$146K -7,500 Closed
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