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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.52B invested in Upbound Group in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 29 closing their positions.

Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
71
Reduced
78
Closed
29
Calls
$5.85M
Puts
$419K
Net Calls
+$5.43M
Net Calls Change
+$26M

Top Buyers

1
IC
1
IEQ Capital
California
$112M
2
SCM
2
SG Capital Management
Illinois
$7.73M
3
BlackRock
3
BlackRock
New York
$250M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.51M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
State Street
3
State Street
Massachusetts
$66.5M
4
Norges Bank
4
Norges Bank
Norway
$10.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$695K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$250M 8,031,989 +169,037 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$231M 7,424,195 -935,117 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$179M 5,743,051 +146,153 +3%
EC
4
Engaged Capital
California
$120M 3,857,916 – –
IC
5
IEQ Capital
California
$112M 3,595,155 +1,612,467 +81%
State Street
6
State Street
Massachusetts
$66.5M 2,114,100 -131,918 -6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$60.4M 1,938,908 +135,974 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$33.4M 1,073,325 +83,916 +8%
LSV Asset Management
9
LSV Asset Management
Illinois
$32M 1,026,752 +99,552 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$28.1M 902,272 -7,132 -0.8%
Charles Schwab
11
Charles Schwab
California
$25.1M 806,910 +4,677 +0.6%
American Century Companies
12
American Century Companies
Missouri
$19.5M 625,565 +93,287 +18%
Northern Trust
13
Northern Trust
Illinois
$18.6M 596,060 +32,570 +6%
Morgan Stanley
14
Morgan Stanley
New York
$16.1M 518,240 +106,438 +26%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$16.1M 515,910 +550 +0.1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$13.4M 429,255 -3,924 -0.9%
HCM
17
Huber Capital Management
California
$13M 418,131 -92,076 -18%
Invesco
18
Invesco
Georgia
$12.7M 407,922 -63,812 -14%
Goldman Sachs
19
Goldman Sachs
New York
$12.6M 403,426 -41,539 -9%
Norges Bank
20
Norges Bank
Norway
$10.5M 336,094 -116,321 -26%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$10.4M 334,680 -83,990 -20%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$9.51M 305,643 +146,417 +92%
Victory Capital Management
23
Victory Capital Management
Texas
$9.49M 304,887 -29,456 -9%
Federated Hermes
24
Federated Hermes
Pennsylvania
$9.29M 298,305 -8,579 -3%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.95M 287,471 -15,201 -5%
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