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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.17B invested in Upbound Group in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 29 closing their positions.

Holders
204
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
59
Reduced
83
Closed
29
Calls
$8.91M
Puts
$29.5M
Net Calls
-$20.6M
Net Calls Change
-$13.5M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$44.2M
2
EC
2
Engaged Capital
California
$94.6M
3
ECM
3
ExodusPoint Capital Management
New York
$2.28M
4
American Century Companies
4
American Century Companies
Missouri
$13M
5
BI
5
Bramshill Investments
Florida
$1.63M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$826K
2
KHCM
2
Kettle Hill Capital Management
New York
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$6.59M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$137M
5
VIG
5
Vienna Insurance Group
Poland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$205M 8,359,312 +8,807 +0.1%
BlackRock
2
BlackRock
New York
$193M 7,862,952 -97,701 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$137M 5,596,898 -167,672 -3%
EC
4
Engaged Capital
California
$94.6M 3,857,916 +253,700 +7%
State Street
5
State Street
Massachusetts
$55M 2,246,018 +50,721 +2%
IC
6
IEQ Capital
California
$48.6M 1,982,688 -7,401 -0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$44.2M 1,802,934 +351,761 +24%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$24.3M 989,409 +27,641 +3%
LSV Asset Management
9
LSV Asset Management
Illinois
$22.7M 927,200 -13,930 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$22.3M 909,404 -15,058 -2%
Charles Schwab
11
Charles Schwab
California
$19.7M 802,233 +58,310 +8%
Northern Trust
12
Northern Trust
Illinois
$13.8M 563,490 +1,679 +0.3%
American Century Companies
13
American Century Companies
Missouri
$13M 532,278 +70,905 +15%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$12.6M 515,360 +111 +0%
HCM
15
Huber Capital Management
California
$12.5M 510,207 -20,657 -4%
Invesco
16
Invesco
Georgia
$11.6M 471,734 +35,188 +8%
Norges Bank
17
Norges Bank
Norway
$11.1M 452,415 -28,006 -6%
Goldman Sachs
18
Goldman Sachs
New York
$10.9M 444,965 +53,765 +14%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$10.6M 433,179 +4,454 +1%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$10.4M 424,595 -21,798 -5%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$10.3M 418,670 +4,300 +1%
Morgan Stanley
22
Morgan Stanley
New York
$10.1M 411,802 +1,109 +0.3%
Victory Capital Management
23
Victory Capital Management
Texas
$8.19M 334,343 +19,753 +6%
Federated Hermes
24
Federated Hermes
Pennsylvania
$7.52M 306,884 -67,155 -18%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.42M 302,672 -6,163 -2%
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