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Upbound Group
UPBD

Overview Fund Activity

225 hedge funds and large institutions have $1.3B invested in Upbound Group in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 60 closing their positions.

Holders
225
Holders Change
-22
Holders Change %
-8.91%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
69
Closed
60
Calls
$7.42M
Puts
$14.2M
Net Calls
-$6.82M
Net Calls Change
+$13M

Top Buyers

1
IC
1
IEQ Capital
California
$50.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$147M
3
Millennium Management
3
Millennium Management
New York
$27.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.69M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$31.1M
3
SCP
3
Steamboat Capital Partners
New York
$0
4
RA
4
Royce & Associates
New York
$919K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$240M 9,539,797 -152,437 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M 6,619,447 -415,660 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$147M 5,844,085 +1,793,692 +44%
EC
4
Engaged Capital
California
$59.3M 2,355,730 – –
State Street
5
State Street
Massachusetts
$58.8M 2,333,336 +189,510 +9%
IC
6
IEQ Capital
California
$50.8M 2,017,003 +2,017,003 New
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$31.1M 1,236,423 -740,313 -37%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$29.4M 1,167,706 -48,787 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$28.7M 1,139,290 +46,151 +4%
Millennium Management
10
Millennium Management
New York
$27.3M 1,083,883 +694,950 +179%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$22.6M 898,624 +14,110 +2%
LSV Asset Management
12
LSV Asset Management
Illinois
$20.4M 809,860 +87,600 +12%
Northern Trust
13
Northern Trust
Illinois
$17.5M 695,859 -21,386 -3%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$17M 675,447 +510,886 +310%
Norges Bank
15
Norges Bank
Norway
$16M 636,954 +1,137 +0.2%
Citadel Advisors
16
Citadel Advisors
Florida
$15.1M 597,607 +449,226 +303%
Charles Schwab
17
Charles Schwab
California
$14.5M 576,652 +52,523 +10%
Renaissance Technologies
18
Renaissance Technologies
New York
$13.7M 544,499 -287,800 -35%
Morgan Stanley
19
Morgan Stanley
New York
$13.3M 526,435 +139,815 +36%
Principal Financial Group
20
Principal Financial Group
Iowa
$11.2M 445,478 -20,958 -4%
Invesco
21
Invesco
Georgia
$10.7M 423,690 +89,474 +27%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$10.5M 415,855 +114,926 +38%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$9.8M 388,898 +388,898 New
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$8.93M 354,635 +498 +0.1%
KCM
25
Kennedy Capital Management
Missouri
$8.93M 354,436 -167,713 -32%
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