Upbound Group
UPBD
204 hedge funds and large institutions have $1.08B invested in Upbound Group in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 83 reducing their positions, and 44 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more capital invested
Capital invested by funds: $834M → $1.08B (+$243M)
5.41% more ownership
Funds ownership: 80.31% → 85.72% (+5.4%)
6% less funds holding
Funds holding: 216 → 204 (-12)
23% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 44
27% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 83
47% less call options, than puts
Call options by funds: $7.98M | Put options by funds: $15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Engaged Capital
Newport Beach,
California
|
+$22.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$9.56M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$9.11M |
| 5 |
KHCM
Kettle Hill Capital Management
New York
|
+$6.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.65M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$5.57M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$4.94M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.37M |
| 5 |
Morgan Stanley
New York
|
-$4.14M |
UPBD Hedge Fund Activity: Q4 2022 in Review
204 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2022, worth a combined $1.08B — up 29% from $834M a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of UPBD and 34 opened new positions — a net loss of 10 holders — while 83 trimmed existing stakes and 61 added.
The largest buyer was Engaged Capital, adding an estimated $22.3M. The largest seller was Fidelity Investments, cutting an estimated $9.65M.
- 204 institutional investors held Upbound Group (UPBD) as of Q4 2022, down from 216 in Q3 2022.
- Funds reported $1.08B of Upbound Group stock for Q4 2022, up 29% quarter-over-quarter.
- 34 funds opened new Upbound Group positions in Q4 2022 and 44 closed out, a net change of -10 holders.
- The largest Upbound Group buyer in Q4 2022 was Engaged Capital, an estimated $22.3M added.
- The largest Upbound Group seller in Q4 2022 was Fidelity Investments, an estimated $9.65M sold.
Based on aggregated 13F filings for Q4 2022.