UPBD icon

Upbound Group
UPBD

Overview Fund Activity

248 hedge funds and large institutions have $1.53B invested in Upbound Group in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+5
Holders Change %
+2.06%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
102
Reduced
77
Closed
32
Calls
$2.33M
Puts
$1.01M
Net Calls
+$1.32M
Net Calls Change
-$1.27M

Top Buyers

1
IC
1
IEQ Capital
California
$148M
2
CCPM
2
Cooper Creek Partners Management
New York
$42.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$198M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$12.2M
5
HCM
5
Huber Capital Management
California
$22.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.21M
2
EC
2
Engaged Capital
California
$35.8M
3
SCM
3
SG Capital Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$6.49M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$4.91K +$1.78K +58 +57%
EWA
227
EverSource Wealth Advisors
Alabama
$3.25K – – –
SAM
228
Smartleaf Asset Management
Massachusetts
$3.13K +$3.13K +104 New
UB
229
UMB Bank
Missouri
$3.04K +$2.49K +81 +450%
LFA
230
LGT Financial Advisors
Texas
$2.73K +$2.73K +89 New
PFBT
231
Parkside Financial Bank & Trust
Missouri
$1.97K – – –
FFA
232
Frazier Financial Advisors
Ohio
$1.91K -$3.64K -118 -66%
LC
233
Lindbrook Capital
California
$1.78K +$1.78K +58 New
AF
234
Allworth Financial
California
$1.7K +$262 +8 +18%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$1.57K +$1.57K +51 New
EBA
236
Eagle Bay Advisors
New York
$1.55K – – –
JWA
237
JFS Wealth Advisors
Pennsylvania
$1.41K – – –
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$1.08K – – –
JSAM
239
J. Safra Asset Management
New York
$1.01K +$1.01K +33 New
CAL
240
Capital Advisors Ltd
Ohio
$1K – – –
CPG
241
Cornerstone Planning Group
New Jersey
$889 +$889 +27 New
RIL
242
Rothschild Investment LLC
Illinois
$768 +$614 +20 +400%
IC
243
Innealta Capital
Texas
$737 +$737 +24 New
AAP
244
Arax Advisory Partners
Colorado
$614 +$614 +20 New
PA
245
Pineridge Advisors
Missouri
$553 – – –
SIC
246
SJS Investment Consulting
Ohio
$492 – – –
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$338 +$31 +1 +10%
TFM
248
TFC Financial Management
Massachusetts
$31 +$31 +1 New
GRP
249
Global Retirement Partners
California
$2 -$636 -18 Closed
SCM
250
SG Capital Management
Illinois
– -$12.2M -346,439 Closed
8 9
10
11 12