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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.33B invested in Upbound Group in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
73
Reduced
86
Closed
27
Calls
$2.77M
Puts
$824K
Net Calls
+$1.95M
Net Calls Change
-$3.48M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$4.52M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$61.4M
4
IP
4
Interval Partners
New York
$5.74M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.8M

Top Sellers

1
IC
1
IEQ Capital
California
$42.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$182M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
SCM
4
SG Capital Management
Illinois
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$3.48K – – –
Bessemer Group
202
Bessemer Group
New Jersey
$3K +$1.55K +44 +107%
FFA
203
Farther Finance Advisors
California
$2.65K – – –
CAM
204
ClariVest Asset Management
California
$2K – – –
LF
205
Lee Financial
Texas
$1.44K – – –
JWA
206
JFS Wealth Advisors
Pennsylvania
$1.36K – – –
LC
207
Lindbrook Capital
California
$1.12K +$1.12K +38 New
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$1.03K – – –
CAL
209
Capital Advisors Ltd
Ohio
$1K – – –
SFG
210
Steward Financial Group
Texas
$1K +$1K +47 New
GWS
211
Glassman Wealth Services
Virginia
$942 – – –
GI
212
Gradient Investments
Minnesota
$919 – – –
GRP
213
Global Retirement Partners
California
$517 – – –
SIC
214
SJS Investment Consulting
Ohio
$472 – – –
TWP
215
TFO Wealth Partners
Ohio
$187 +$156 +5 +500%
Hotchkis & Wiley Capital Management
216
Hotchkis & Wiley Capital Management
California
– -$10.4M -334,680 Closed
SCM
217
SG Capital Management
Illinois
– -$7.73M -248,372 Closed
Arrowstreet Capital
218
Arrowstreet Capital
Massachusetts
– -$7.32M -235,282 Closed
CSS
219
Cubist Systematic Strategies
Connecticut
– -$3.36M -107,878 Closed
BGIM
220
Brandywine Global Investment Management
Pennsylvania
– -$3.35M -107,681 Closed
Marshall Wace
221
Marshall Wace
United Kingdom
– -$2.62M -84,310 Closed
IECM
222
Intrinsic Edge Capital Management
Illinois
– -$1.56M -50,000 Closed
EI
223
EAM Investors
California
– -$1.13M -36,173 Closed
KWM
224
Kingsview Wealth Management
Oregon
– -$852K -27,359 Closed
MSAM
225
Moloney Securities Asset Management
Missouri
– -$629K -20,215 Closed
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