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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 %
HIA
201
Harbor Investment Advisory
Maryland
$226 – – –
DI
202
Disciplined Investments
Oklahoma
$158 -$113 -5 -42%
TWP
203
TFO Wealth Partners
Ohio
$113 +$113 +3 New
Marshall Wace
204
Marshall Wace
United Kingdom
– -$5.57M -318,218 Closed
Canada Pension Plan Investment Board
205
Canada Pension Plan Investment Board
Ontario, Canada
– -$4.94M -282,200 Closed
CSS
206
Cubist Systematic Strategies
Connecticut
– -$2.39M -136,214 Closed
JHCP
207
Jackson Hole Capital Partners
Oklahoma
– -$1.99M -113,572 Closed
CEI
208
Clark Estates Inc
New York
– -$1.8M -103,000 Closed
AC
209
Addison Capital
Pennsylvania
– -$1.42M -81,291 Closed
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
– -$1.86K -67,471 Closed
BCA
211
Boundary Creek Advisors
New York
– -$1.05M -60,000 Closed
ACM
212
AlphaCrest Capital Management
New York
– -$969K -55,319 Closed
TC
213
TwinBeech Capital
New York
– -$850K -48,561 Closed
RFG
214
Range Financial Group
Oregon
– -$800K -45,687 Closed
RA
215
Royce & Associates
New York
– -$639K -36,466 Closed
GCP
216
GSA Capital Partners
United Kingdom
– -$621K -35,465 Closed
BHCM
217
Boulder Hill Capital Management
New York
– -$608K -34,700 Closed
CM
218
Caption Management
Oklahoma
– -$597K -34,102 Closed
Loomis, Sayles & Company
219
Loomis, Sayles & Company
Massachusetts
– -$505K -28,821 Closed
Envestnet Asset Management
220
Envestnet Asset Management
Illinois
– -$481K -27,458 Closed
AIM
221
Aigen Investment Management
New York
– -$422K -24,100 Closed
Wolverine Trading
222
Wolverine Trading
Illinois
– -$495K -22,164 Closed
Ensign Peak Advisors
223
Ensign Peak Advisors
Utah
– -$313K -17,850 Closed
BAM
224
Blueshift Asset Management
New Jersey
– -$276K -15,736 Closed
LPL Financial
225
LPL Financial
California
– -$251K -14,363 Closed
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