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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 %
S
201
SignatureFD
Georgia
$3.92K -$2.34K -75 -37%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$3.67K +$3.67K +118 New
CAM
203
ClariVest Asset Management
California
$3K – – –
FFA
204
Farther Finance Advisors
California
$2.8K – – –
BTI
205
Blue Trust Inc
Georgia
$2K -$30.8K -1,557 -94%
LF
206
Lee Financial
Texas
$1.54K -$1.01K -32 -40%
JWA
207
JFS Wealth Advisors
Pennsylvania
$1.43K +$62 +2 +5%
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$1.09K – – –
CAL
209
Capital Advisors Ltd
Ohio
$1K – – –
Bessemer Group
210
Bessemer Group
New Jersey
$1K +$1K +41 New
GWS
211
Glassman Wealth Services
Virginia
$996 – – –
GI
212
Gradient Investments
Minnesota
$961 +$31 +1 +3%
FGAM
213
Financial Gravity Asset Management
Texas
$926 +$926 +31 New
Allianz Asset Management
214
Allianz Asset Management
Germany
$688 +$367 +11,810 +115%
FCAG
215
First Capital Advisors Group
New Jersey
$591 +$591 +19 New
GRP
216
Global Retirement Partners
California
$560 – – –
SIC
217
SJS Investment Consulting
Ohio
$499 +$62 +2 +14%
DI
218
Disciplined Investments
Oklahoma
$405 +$62 +2 +18%
TWP
219
TFO Wealth Partners
Ohio
$31 – – –
Comerica Bank
220
Comerica Bank
Texas
$2 +$2 +95,212 New
Alyeska Investment Group
221
Alyeska Investment Group
Illinois
– -$10.4M -424,595 Closed
ECM
222
ExodusPoint Capital Management
New York
– -$2.28M -93,098 Closed
PFMOSF
223
Philadelphia Financial Management of San Francisco
California
– -$826K -33,691 Closed
TC
224
TwinBeech Capital
New York
– -$822K -33,519 Closed
Holocene Advisors
225
Holocene Advisors
New York
– -$556K -22,692 Closed
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9
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