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Upbound Group
UPBD

Overview Fund Activity

216 hedge funds and large institutions have $832M invested in Upbound Group in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 34 closing their positions.

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
69
Reduced
85
Closed
34
Calls
$10M
Puts
$19.4M
Net Calls
-$9.34M
Net Calls Change
-$1.45M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M
2
EC
2
Engaged Capital
California
$44.9M
3
BFA
3
Bragg Financial Advisors
North Carolina
$2.63M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$7.43M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$595K
2
Goldman Sachs
2
Goldman Sachs
New York
$5.9M
3
Squarepoint
3
Squarepoint
New York
$653K
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$505K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M 8,800,816 +945,608 +12%
BlackRock
2
BlackRock
New York
$142M 8,119,060 -162,454 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$105M 5,968,555 +66,728 +1%
EC
4
Engaged Capital
California
$44.9M 2,564,544 +208,814 +9%
State Street
5
State Street
Massachusetts
$36.9M 2,108,689 -41,499 -2%
IC
6
IEQ Capital
California
$34.8M 1,990,108 -66,225 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$21.7M 1,235,796 +67,142 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16.9M 963,373 -9,857 -1%
LSV Asset Management
9
LSV Asset Management
Illinois
$15.2M 869,860 +51,800 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$14.4M 822,972 +1,525 +0.2%
Charles Schwab
11
Charles Schwab
California
$11.9M 679,125 +79,537 +13%
Morgan Stanley
12
Morgan Stanley
New York
$10.6M 603,756 +32,500 +6%
Northern Trust
13
Northern Trust
Illinois
$10M 572,393 -2,857 -0.5%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$9.04M 516,169 +73 +0%
HCM
15
Huber Capital Management
California
$8.88M 507,035 -9,004 -2%
Norges Bank
16
Norges Bank
Norway
$8.41M 480,421 – –
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$7.43M 424,520 +140,810 +50%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$7.05M 402,775 -168,118 -29%
Goldman Sachs
19
Goldman Sachs
New York
$5.9M 336,795 -418,918 -55%
Principal Financial Group
20
Principal Financial Group
Iowa
$5.78M 330,271 -7,074 -2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.69M 325,186 +27,050 +9%
Victory Capital Management
22
Victory Capital Management
Texas
$5.62M 321,205 -4,587 -1%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$5.6M 319,735 -192,249 -38%
Marshall Wace
24
Marshall Wace
United Kingdom
$5.57M 318,218 +42,224 +15%
Invesco
25
Invesco
Georgia
$5.48M 312,840 -24,698 -7%
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