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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.33B invested in Upbound Group in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
73
Reduced
86
Closed
27
Calls
$2.77M
Puts
$824K
Net Calls
+$1.95M
Net Calls Change
-$3.48M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$4.52M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$61.4M
4
IP
4
Interval Partners
New York
$5.74M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.8M

Top Sellers

1
IC
1
IEQ Capital
California
$42.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$182M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
SCM
4
SG Capital Management
Illinois
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$230M 7,816,701 -215,288 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$182M 6,195,763 -1,228,432 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$171M 5,802,272 +59,221 +1%
EC
4
Engaged Capital
California
$108M 3,667,373 -190,543 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$61.4M 2,085,499 +146,591 +8%
State Street
6
State Street
Massachusetts
$59.6M 2,022,102 -91,998 -4%
IC
7
IEQ Capital
California
$42.2M 1,432,409 -2,162,746 -60%
LSV Asset Management
8
LSV Asset Management
Illinois
$31.9M 1,082,732 +55,980 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$31.9M 1,081,683 +8,358 +0.8%
Bank of America
10
Bank of America
North Carolina
$29.9M 1,013,600 +921,863 +1,005%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$26.1M 886,054 -16,218 -2%
Charles Schwab
12
Charles Schwab
California
$24.2M 823,386 +16,476 +2%
American Century Companies
13
American Century Companies
Missouri
$21.5M 731,722 +106,157 +17%
Northern Trust
14
Northern Trust
Illinois
$17.2M 585,000 -11,060 -2%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$15.1M 514,017 -1,893 -0.4%
HCM
16
Huber Capital Management
California
$14.5M 492,031 +73,900 +18%
Invesco
17
Invesco
Georgia
$14.2M 480,605 +72,683 +18%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$12.8M 434,539 +128,896 +42%
Morgan Stanley
19
Morgan Stanley
New York
$12.2M 412,597 -105,643 -20%
Goldman Sachs
20
Goldman Sachs
New York
$12.1M 410,834 +7,408 +2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$11.9M 404,742 -24,513 -6%
Norges Bank
22
Norges Bank
Norway
$11.3M 383,694 +47,600 +14%
Federated Hermes
23
Federated Hermes
Pennsylvania
$8.73M 296,391 -1,914 -0.6%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.27M 246,904 -40,567 -14%
BFA
25
Bragg Financial Advisors
North Carolina
$6.25M 212,100 +52,630 +33%
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