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Upbound Group
UPBD

Overview Fund Activity

243 hedge funds and large institutions have $1.63B invested in Upbound Group in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
80
Reduced
92
Closed
28
Calls
$4.41M
Puts
$1.82M
Net Calls
+$2.59M
Net Calls Change
-$164K

Top Buyers

1
IC
IEQ Capital
California
$79.9M
2
CCPM
Cooper Creek Partners Management
New York
$19.6M
3
LSV Asset Management
LSV Asset Management
Illinois
$59.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.4M
5
SCM
SG Capital Management
Illinois
$12.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$199M
2
EC
Engaged Capital
California
$58.6M
3
Morgan Stanley
Morgan Stanley
New York
$18.1M
4
American Century Companies
American Century Companies
Missouri
$20.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$3.59K – – –
EWA
227
EverSource Wealth Advisors
Alabama
$2.67K – – –
PFBT
228
Parkside Financial Bank & Trust
Missouri
$2.26K – – –
EBA
229
Eagle Bay Advisors
New York
$1.76K +$1.76K +50 New
JWA
230
JFS Wealth Advisors
Pennsylvania
$1.62K – – –
AF
231
Allworth Financial
California
$1.55K – – –
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.23K – – –
CAL
233
Capital Advisors Ltd
Ohio
$1K – – –
FGAM
234
Financial Gravity Asset Management
Texas
$938 +$938 +27 New
GRP
235
Global Retirement Partners
California
$636 – – –
PA
236
Pineridge Advisors
Missouri
$634 -$881 -25 -58%
UB
237
UMB Bank
Missouri
$634 +$634 +18 New
SIC
238
SJS Investment Consulting
Ohio
$564 – – –
AWM
239
Avior Wealth Management
Nebraska
$387 +$387 +11 New
DPW
240
DiNuzzo Private Wealth
Pennsylvania
$353 +$35 +1 +11%
WWP
241
WR Wealth Planners
Missouri
$352 +$352 +10 New
RIL
242
Rothschild Investment LLC
Illinois
$176 +$176 +5 New
TWP
243
TFO Wealth Partners
Ohio
$35 – – –
Axa
244
Axa
France
– -$3.97M -117,000 Closed
PCA
245
Prospect Capital Advisors
California
– -$2.38M -70,000 Closed
HighTower Advisors
246
HighTower Advisors
Illinois
– -$1.4M -41,048 Closed
TI
247
Trexquant Investment
Connecticut
– -$931K -27,407 Closed
Skandinaviska Enskilda Banken (SEB)
248
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$645K -19,000 Closed
SSA
249
Sierra Summit Advisors
Nevada
– -$559K -16,451 Closed
ADIM
250
Alpha DNA Investment Management
Maryland
– -$470K -13,828 Closed
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10
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