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Upbound Group
UPBD

Overview Fund Activity

219 hedge funds and large institutions have $966M invested in Upbound Group in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 30 closing their positions.

Holders
219
Holders Change
-6
Holders Change %
-2.67%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
67
Reduced
98
Closed
30
Calls
$18M
Puts
$25.9M
Net Calls
-$7.89M
Net Calls Change
-$1.07M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$153M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.7M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$11.1M
4
HCM
4
Huber Capital Management
California
$10M
5
American Century Companies
5
American Century Companies
Missouri
$3.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$161M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$10M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$115M
4
Millennium Management
4
Millennium Management
New York
$7.81M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$161M 8,281,514 -1,258,283 -13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$153M 7,855,208 +2,011,123 +34%
Vanguard Group
3
Vanguard Group
Pennsylvania
$115M 5,901,827 -717,620 -11%
EC
4
Engaged Capital
California
$45.8M 2,355,730 – –
State Street
5
State Street
Massachusetts
$42.6M 2,150,188 -183,148 -8%
IC
6
IEQ Capital
California
$40M 2,056,333 +39,330 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$22.7M 1,168,654 +948 +0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$18.9M 973,230 -166,060 -15%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$16M 821,447 -77,177 -9%
LSV Asset Management
10
LSV Asset Management
Illinois
$15.9M 818,060 +8,200 +1%
Goldman Sachs
11
Goldman Sachs
New York
$14.7M 755,713 +410,695 +119%
Charles Schwab
12
Charles Schwab
California
$11.7M 599,588 +22,936 +4%
Northern Trust
13
Northern Trust
Illinois
$11.2M 575,250 -120,609 -17%
Morgan Stanley
14
Morgan Stanley
New York
$11.1M 571,256 +44,821 +9%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$11.1M 570,893 +261,506 +85%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$10.5M 538,307 -137,140 -20%
Citadel Advisors
17
Citadel Advisors
Florida
$10.1M 518,920 -78,687 -13%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$10M 516,096 -720,327 -58%
HCM
19
Huber Capital Management
California
$10M 516,039 +196,910 +62%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$9.96M 511,984 +123,086 +32%
Norges Bank
21
Norges Bank
Norway
$9.34M 480,421 -156,533 -25%
Millennium Management
22
Millennium Management
New York
$7.81M 401,283 -682,600 -63%
BG
23
Bahl & Gaynor
Ohio
$7.54M 387,816 +134,780 +53%
Squarepoint
24
Squarepoint
New York
$7.45M 382,984 +96,695 +34%
KCM
25
Kennedy Capital Management
Missouri
$6.91M 355,455 +1,019 +0.3%
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