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Upbound Group
UPBD

Overview Fund Activity

206 hedge funds and large institutions have $1.08B invested in Upbound Group in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 44 closing their positions.

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
62
Reduced
84
Closed
44
Calls
$7.98M
Puts
$15M
Net Calls
-$7.04M
Net Calls Change
+$2.31M

Top Buyers

1
EC
1
Engaged Capital
California
$81.3M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$11.6M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$10.1M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$9.59M
5
KHCM
5
Kettle Hill Capital Management
New York
$6.37M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$130M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M 8,350,505 -450,311 -5%
BlackRock
2
BlackRock
New York
$180M 7,960,653 -158,407 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$130M 5,764,570 -203,985 -3%
EC
4
Engaged Capital
California
$81.3M 3,604,216 +1,039,672 +41%
State Street
5
State Street
Massachusetts
$50.2M 2,195,297 +86,608 +4%
IC
6
IEQ Capital
California
$44.9M 1,990,089 -19 -0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$21.7M 961,768 -1,605 -0.2%
LSV Asset Management
8
LSV Asset Management
Illinois
$21.2M 941,130 +71,270 +8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$20.8M 924,462 +101,490 +12%
Charles Schwab
10
Charles Schwab
California
$16.8M 743,923 +64,798 +10%
Northern Trust
11
Northern Trust
Illinois
$12.7M 561,811 -10,582 -2%
HCM
12
Huber Capital Management
California
$12M 530,864 +23,829 +5%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$11.6M 515,249 -920 -0.2%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$11.6M 512,229 +512,229 New
Norges Bank
15
Norges Bank
Norway
$10.8M 480,421 – –
American Century Companies
16
American Century Companies
Missouri
$10.4M 461,373 +204,450 +80%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$10.1M 446,393 +446,393 New
Invesco
18
Invesco
Georgia
$9.84M 436,546 +123,706 +40%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$9.67M 428,725 +103,539 +32%
PFMOSF
20
Philadelphia Financial Management of San Francisco
California
$9.59M 425,276 +425,276 New
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$9.34M 414,370 -10,150 -2%
Morgan Stanley
22
Morgan Stanley
New York
$9.26M 410,693 -193,063 -32%
Goldman Sachs
23
Goldman Sachs
New York
$8.82M 391,200 +54,405 +16%
Federated Hermes
24
Federated Hermes
Pennsylvania
$8.43M 374,039 +185,688 +99%
Victory Capital Management
25
Victory Capital Management
Texas
$7.09M 314,590 -6,615 -2%
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