UPBD icon

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
1
Dimensional Fund Advisors
Texas
$44.2M
2
EC
2
Engaged Capital
California
$94.6M
3
ECM
3
ExodusPoint Capital Management
New York
$2.28M
4
American Century Companies
4
American Century Companies
Missouri
$13M
5
BI
5
Bramshill Investments
Florida
$1.63M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$826K
2
KHCM
2
Kettle Hill Capital Management
New York
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$6.59M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$137M
5
VIG
5
Vienna Insurance Group
Poland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
201
Disciplined Investments
Oklahoma
$270 +$98 +4 +57%
TWP
202
TFO Wealth Partners
Ohio
$25 -$50 -2 -67%
KHCM
203
Kettle Hill Capital Management
New York
– -$6.37M -282,524 Closed
VIG
204
Vienna Insurance Group
Poland
– -$3.59M -159,300 Closed
HF
205
HRT Financial
New York
– -$2.18M -96,455 Closed
AG
206
Algert Global
California
– -$1.13M -50,158 Closed
Man Group
207
Man Group
United Kingdom
– -$578K -25,622 Closed
SCM
208
Solas Capital Management
Connecticut
– -$563K -24,960 Closed
YIH
209
Y-Intercept (HK)
Hong Kong
– -$494K -21,899 Closed
JF
210
Jump Financial
Illinois
– -$493K -21,844 Closed
DA
211
Duality Advisers
Florida
– -$487K -21,607 Closed
Two Sigma Investments
212
Two Sigma Investments
New York
– -$443K -19,631 Closed
QC
213
Quadrature Capital
United Kingdom
– -$405K -17,963 Closed
State of Wisconsin Investment Board
214
State of Wisconsin Investment Board
Wisconsin
– -$404K -17,913 Closed
HSBC Holdings
215
HSBC Holdings
United Kingdom
– -$301K -13,560 Closed
CAN
216
Cetera Advisor Networks
California
– -$211K -9,359 Closed
DTL
217
Dynamic Technology Lab
Singapore
– -$210K -9,323 Closed
DCM
218
Dupont Capital Management
Delaware
– -$175K -7,754 Closed
CG
219
Cutler Group
California
– -$73K -3,246 Closed
MAM
220
Meeder Asset Management
Ohio
– -$67.9K -3,013 Closed
SWA
221
Sutton Wealth Advisors
Florida
– -$19.2K -852 Closed
MCC
222
Money Concepts Capital
Florida
– -$16K -711 Closed
WT
223
Washington Trust
Rhode Island
– -$2.48K -110 Closed
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
– -$2K -108 Closed
NA
225
NewEdge Advisors
Louisiana
– -$1.06K -72 Closed
6 7 8
9
10